Complying Division 7A Loan Agreement Form

Complying Division 7A Loan Agreement Form
Purpose:
Complete this form to arrange a Complying Division 7A loan agreement prepared by our Specialist Lawyer for your entity.

Instructions:
Please provide accurate information to meet legal requirements and ensure an effective loan agreement tailored to your needs.

Privacy Assurance:
Your information is kept private and confidential, prioritizing your trust and peace of mind.
Lender Information:
Lender:

A companyA Trust
Company name:
ACN:
Registered Office Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Business Address (If difference)

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Director Type:

Sole Director2+ Director
Director Name *
Director Name *
Name of Trust:
Trustee:

An IndividualA Company
Name

First NameLast Name
Home Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Company name
ACN:
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Director Name:

Borrower Information:
Borrower:

An IndividualA CompanyA Trust
Name

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Company name
ACN:
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Director Name:
Name of Trust:
Trustee:

An IndividualA Company
Name

First NameLast Name
Home Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Company name
ACN:
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Director Name:

Agreement Details:
Date of Agreement (If unknown, please leave blank):

DayMonthYear
Date
Date of Commencement (If unknown, please leave blank):

DayMonthYear
Date
Purpose of the Loan:
Principal Loan Amount:
Loan Term Option
Additional Information:
Any specific terms or conditions you would like to include:
By signing this form, you authorize us to coordinate with Abbott & Mourly Lawyers to Prepare your Division 7A Loan Agreement. You understand that clear documentation is essential to prevent the ATO from classifying the loan as a dividend.
Signature*

Clear
Date*

DayMonthYear
Date
Should be Empty: