Do you have any resources to demonstrate the benefits of a bucket company compared to a Div7A loan?

In Core Pro we have a new worksheet available to help you help your clients get their Div7A Loans under control when using a Bucket Company

To quickly illustrate the benefits of having investments directly held by a bucket company use the new Div7a Loan vs. Bucket Company - Investment Comparison Advice available in Core Resources.

This worksheet takes a simplified approach to only review the future tax effect of Div7A interest paid to a bucket company compared to the tax paid on sale of the investment. Be aware, this focusses on capital growth not necessarily income growth for the Trust.

Add the Benchmark interest rates, calculate the investment valuation and easily compare the Capital Gains Tax on Investment Sale.

Find it in Core Client > Resources > Tax Planning folder or click here to access it now