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John Jeffreys CA CTA

Tax Webinars

For registration and attendance details, please see below.

Tuesday 21 May 2024

12 pm – 1 pm AEDT

Tax Webinars
Monthly tax update

This is the regular monthly update webinar discussing what has been happening in the tax world in the last month.  This webinar follows the federal budget and I will discuss changes in the budget that are of importance to accountants advising the SME market.

Tuesday 28 May 2024

12 pm – 1 pm AEDT

Tax Webinars
Trust Distributions - Part 1

Understanding the trust deed is the foundation of making a correct trust distribution.  In this webinar I will focus on how trust deeds deal with concept of ‘distributable income’ and distributions to beneficiaries.  These can be distributions of income and the capital (trust fund) of the trust.  I will explain how to approach this by understanding how trust deeds are put together and how to avoid making mistakes.  The ability to read and understand a trust deed is essential to making correct trust distributions.

Tuesday 4 June 2024

12 pm – 1 pm AEDT

Tax Webinars
Trust Distributions - Part 2

In the second part of this three-part series on trust distributions I will examine the tax implications for beneficiaries of various types of distributions.  These include dividends, capital distributions, the issue of “specific entitlement” and so forth.

Tuesday 11 June 2024

12 pm – 1 pm AEDT

Tax Webinars
Trust Distributions - Part 3

In the third and final part of this series on trust distributions I will focus on the issues relating to Section 100A ITAA 1936.  Around a year ago, there was much angst over how this provision operates and what accountants should do in light of the Practical Compliance Guideline that had been released by the ATO.  I will set out in detail how section 100A operates, what the risks are and how to avoid them.

How do I register for and attend a webinar?

Easy.  Just become a member of this website.  You don’t have to register your attendance.  On the morning of the webinar all members of this website will be sent a zoom link for the webinar.  If you don’t think you have received the link, make sure you check in your junk email folder.  If you don’t want to attend the webinar, that’s OK.  There will be a recording available later.

How do I become a member?

Click the button below and this will take you to the membership sign-up page.  Your investment is $27.50 (AUD) per month.  You can cancel your membership at any time.

Is attendance at a webinar verifiable?

Yes.  If you attend a live webinar presented by John Jeffreys Tax you will be given an opportunity during the presentation of the webinar to verify your attendance.  In each webinar conducted by John Jeffreys Tax there appears during the course of the presentation a “verification of attendance” slide.  When that slide appears you are invited to either take a screen shot of the slide or take a photo of it using your mobile phone.  When the recorded webinar is made available in the Members Resources area of the website, the verification slide is removed.  Further, the PDF version of the slides has this slide removed.  This ensures that the only way in which you can verify your attendance is to view the webinar when it is being presented live.

Types of webinars

Tax Webinars

As the name suggests, an “In Depth Tax” webinar is a deep dive into a tax subject.  These webinars will be of at least one hour duration and there may be a series on a particular topic.  At least one “In Depth Tax” webinar is provided to members of this website each month.

John Jeffreys presents these live webinars using colourful visual aids.  No death by PowerPoint and no waffle!  

Tax Webinars

“The Tax Hour” is a monthly update webinar specifically designed for accountants in public practice.  Using colourful visual aids, John Jeffreys will present the latest developments in tax and superannuation that have occurred over the last month.  This is a great way to stay up to date with tax and superannuation matters – and all webinars will count for CPD/CPE.

The Tax Hour is not intended to cover absolutely everything occurring in the last month (too much information!).  Rather, a few items that are of the most interest to accountants and tax agents in public practice are selected.  These are explained in some depth so that you understand the change.  This produces a much better learning outcome than being hit with a large number of unrelated items where you can’t remember what was said.

John Jeffreys presents these live webinars using colourful visual aids.  No death by PowerPoint and no waffle!  

“Tax Case Studies” webinars are, as the name suggests, based on case studies that are relevant to the affairs of small and medium enterprises and the accountants that service that part of the market.

John Jeffreys selects 3 – 4 case studies that raise various issues.  The case studies are based on real events or problems that you are likely to face in practice.  

In each case study the facts are set out, along with the issues.  John will then give you a clear explanation of how the issues are resolved with appropriate reference to relevant tax resources.