Lease agreements
Document parties, assets, commercial rent, payments and supporting evidence. Export the draft agreement and assess related tax questions.
Three connected workflows
Choose the arrangement. Follow the steps.
Each section explains what to record, why it matters and where to check the ATO guidance. Adviser review stays visible throughout.
Division 7A loans
Assess private-company lending, relevant terms, benchmark interest, minimum repayments and agreement timing.
Related-entity loans
Track funding between related parties, interest deduction analysis, integrity checks, movements and potential debt forgiveness.
One reviewable journey
Know what to do next.
1 · Select a client
Open a record or search the workspace by client, asset, lender, borrower or document.
2 · Complete the workpaper
Use direct section links, plain-English guidance and ATO resources as you record the arrangement.
3 · Review and export
Check the tax position and supporting evidence. Export the draft and upload the final reviewed PDF.
4 · Send and track
Email a one-use signing link. Follow the status and download the returned signed copy.
Open your workspace.
Pick up a client file, complete a workpaper and find the next action.