FEDIPILOT / TAX RESEARCH AND ADVICE: DIVISION 7A AFTER BENDEL
A new court decision. A cited draft advice to review.
A client asks what a High Court decision means for his trust and company. FediPilot reads the judgment, the Division 7A provisions and the ATO's current position, then drafts an advice document on your letterhead with quotations, citations and a list of authorities. You review it, take responsibility for it and send it yourself. Fictional client; nothing was sent or lodged.
A question on unpaid trust distributions after the Bendel decision, researched from primary sources into a draft advice
3:28 · English narration- FediPilot prepares
- Takes a question asked in plain words about what the High Court's Bendel decision means for distributions a trust has not paid to the client's company, and reads the client's email and papers. It then opens the judgment, the Division 7A provisions and the ATO's determination and decision impact statement, naming each one as it reads it, and answers in the chat. It works through a follow-up question about money the trust lent the client, then drafts an advice document on the practice letterhead: the answer in brief, quoted passages with numbered citations, a rating for each balance with the reason, suggested next steps and a list of authorities.
- You review
- The advice is yours. You read the draft against the judgment and the ATO material, check the quotations and the balances, add any authority it did not cite and settle the position. As the registered tax agent you take responsibility for the advice, sign it and send it yourself.
Draft advice saved as a PDF. Fictional client and records. Draft advice only. Nothing sent or lodged.
Open this recording’s pageRecorded in FediPilot with fictional clients and synthetic records. The accountant reviews every draft, and final review and submission stay accountant-controlled in your own tax software. Supported workflows vary by integration and release. FediPilot is available to existing MYLEDGER or FEDIX users after training. Microsoft Excel, Xero and LodgeiT are trademarks of their respective owners, shown as software a practice may already use.