Exit Strategies: Part 1

Discover exit strategies and how to access company funds using salary, dividends, loans, corporate beneficiaries and more!

In this session, we cover:

• Why a mix of salary, dividends, and loans is almost always more tax-effective than a single method for getting money out of companies

• Learn how to eliminate "tax-free drawings" and manage the repayment burden of shareholder loans effectively.

• Move beyond the basic proportionate approach to use streaming for capital gains and franked dividends.

• How to use corporate beneficiaries for tax deferral while navigating the UPE and Division 7A "shadow system".

• Identify and avoid s100A reimbursement agreement traps where economic benefits don't follow tax distributions.