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How to Talk to Clients About Division 7A

Learn how to talk to clients about to Division 7A in a way that clicks. Plus we'll give you a cheat sheet to help with the conversation.

Explore different options to extract wealth from a company, their pros and cons, and a framework on how to advise clients on wealth extraction events.

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This live virtual workshop will be on Thursday, 17 Feb 2022, 12.30pm - 1.30pm AEDT | Syd, Melb, Canb.

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How to Talk to Clients About Division 7A

Who’s this class for? 

Basic to intermediate practitioners wanting to see how the rules work in real life. Seasoned practitioners wanting a refresher. 

 What will you learn?We will go through a case study of a client who wants to take $1,000,000 cash out of their company to buy a nice boat.  This will include:

  • an immersive role play with the client with loads of quizzes, Q&A, polls and audience interaction

  • options on how to take the cash out of a company

  • pros and cons of each option and their tax consequences

  • a step-by-step framework on how to do effective tax planning on wealth extraction events (and get paid for it!)

What if I can't make it to the live session?

No dramas! All our Premium and Premium Plus subscribers will have access to the recording after the session - unlimited replays and downloads of the handout on our platform.

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Hurry! Live event is Thursday, 17 February.

Register now!