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Advanced Finance

Division 7A Loan Calculator

Calculate the minimum yearly repayment on a Division 7A loan from your company at the ATO benchmark rate.

How this calculator works

Calculates the minimum yearly repayment using an annuity formula based on the ATO benchmark interest rate and the loan term (7 years unsecured, 25 years secured). The repayment covers both principal and interest and must be made before the company's tax return lodgement date.

$

Outstanding loan balance from your private company

%

2024-25 benchmark rate is 8.27%. Check ato.gov.au for current year.

Unsecured loans must be repaid in 7 years. Secured over real property: 25 years.

Which year of the loan are you in?

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Sooez Accordion File Organiser (5 Pocket)

Sooez Accordion File Organiser (5 Pocket)

Tax time is easier when your receipts are already sorted.

$12.90 ★★★★★ 4.7 (4.8K reviews)
Check price on Amazon →

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FAQ

Frequently asked questions

What is Division 7A?

Division 7A of the Income Tax Assessment Act 1936 prevents shareholders or associates from accessing company profits tax-free through loans or other payments. If a private company makes a loan to a shareholder, it must be on compliant terms or be treated as an unfranked dividend.

What is the ATO benchmark interest rate for Div 7A?

The benchmark rate for 2024-25 is 8.27%. This rate changes annually and is published by the ATO before the start of each financial year. The loan must charge interest at or above this rate.

What happens if I miss the minimum repayment?

If the minimum yearly repayment is not made by the lodgement day of the company's tax return, the shortfall is treated as an unfranked dividend to the borrower and included in their personal assessable income.

Can I repay a Division 7A loan early?

Yes. There is no penalty for early repayment. The minimum yearly repayment is the floor — you can always repay more. The earlier you repay, the less total interest you pay.

13 Pocket Expanding Tax File Organiser

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