Division 7A Loan Strategy Assessment Form

Division 7A Loan

Assessment Form
Purpose: To assess your current Division 7A Loan situation and explore tailored solutions for managing or eliminating your loan.

Instructions: Please fill out this form with accurate and complete information. Your responses will enable us to provide personalized advice and service options.

We assure you that all information provided in this form is kept private and confidential. We are committed to maintaining the highest standards of data security and client privacy. Your trust and peace of mind are paramount to us.
Section 1: Contact Information
Full name

First NameLast Name
Phone Number*
Email Address*
Section 2: Company Loan Details
Lender Type

A CompanyA Trust
Company Name:
ACN (Australian Company Number):
Trust Name:
Trustee Name:
Section 3: Borrower Information

For each loan, please provide the following details:

	Loan Made to	Financial Year of the Loan	Amount Of Loan	Purpose of loan	Minimum Loan repayment met
1
2
3
4
5

ATTENTION:
If you don't have all the information, here's what you can do:
Attach your company's financial accounts from the last two years.
Complete as much of the form as possible with the information you have.
Section 4: Additional Details
Do You Currently Have a Division 7A Complying Loan Agreement in Place?

YesNo
Is your loan agreement capable of managing multiple Division 7A loans?

YesNoUnsure
We're here to simplify Division 7A compliance for you. If you currently do not have a Division 7A complying loan agreement in place, we can help you set one up tailored to your needs.

Interested in exploring our services? Please continue with the form, and we'll gather the information needed to assist you effectively. Your compliance and peace of mind are our top priorities
Please select one of the following options that best describes your current situation:

I want to eliminate my Division 7A loan entirely.I need help managing the minimum repayments.I am unsure about what's best for my situation.
Do you have any other companies, trusts, or entities that have lent money to a director or shareholder (including yourself)?

YesNo
Please provide information about each entity that has lent money to a director or shareholder, including yourself, if applicable. If you have more than one entity to report, you can use this section to provide details for each.*
Do you have personal cash or funds from external sources available to make loan repayments outside of your company?

YesNoUnsure
Does the Company have Accumulated Retained Earnings:

YesNoUnsure
Does the Company Maintain a Franking Credit Account?

YesNoUnsure
Regarding Your Division 7A Loans, Can You Share Any Challenges or Concerns You Are Facing?
Are You Open to Exploring Division 7A Solutions to Address Your Loan Situation?

YesNo
Is There Anything Else You Would Like to Share or Inquire About Regarding Division 7A Compliance?
Should be Empty:

Division 7A Loan

Section 1: Contact Information

Section 2: Company Loan Details

Section 3: Borrower Information

Section 4: Additional Details