Div 7A Private Loans:
What do the changes
mean for your clients?

In October 2018, Federal Treasury released a paper titled “Targeted amendments to the Division 7A integrity rules”. If the new rules go ahead the following will be affected, and will need to be reviewed prior to 30 June 2019:

Whilst there are proposed to be some transitional arrangements, it is important to note that there will not be any grandfathering of existing agreements.

What is changing to Div 7A loans?

What do I need to do?

A practical example

If you would like to discuss any client scenarios that require assistance with refinancing, contact the FundingPros here or call1300 898 765