ViewLegal Podcast: Recent Episodes

View Details

Many observers are predicting that the changes to the legal and professional services industries over the next 3 years will be unprecedented.

A 'perfect storm' across issues such as digital disruption, de-leveraging and new entrants mean that the only certainty in ongoing change.

The key question for every professional is – what do we do?

As part of View's 'Foundations for the Future' series, this webinar will provide practical ideas that can be immediately implemented, while exploring arguably common sense concepts such as:

1. Is the future here; just unevenly distributed?

2. What is the impact of the '3 P Principles' (Peter, Parkinsons and Pareto) in 2026?

3. How simplicity truly is the ultimate sophistication;

4. The One Thing Model (AKA, the main thing is to keep the main thing, the main thing)

5. Case study examples.

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

PODCAST: #94 – 2024 The Year in ReView

PODCAST: #102 – Taxation of Testamentary Trusts – Summarised, Simplified and Synthesised

View Details

The mantra that death and taxes are the only certainties in life arguably remains true; with the qualification that at least on death there are not ongoing changes ... unlike the tax regime; the 2026 Budget the latest piece of supporting evidence.

The capital gains tax (CGT) rules for deceased estates are a foundational area for all advisers in the holistic estate planning space.

This webinar will explore the key rules advisers must consider with deceased estates including:

1. How the CGT cost base rules work
2. What occurs in relation to losses
3. The impact of various forms of testamentary trusts
4. Key issues to be aware of with non-resident assets or non-resident beneficiaries
5. Leading Tax Office statements and cases

And while we planned the content for this event well before the 2026 Budget, we will ensure there is a full unpacking of the key principles advisers may now need to also consider in this area.

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

• PODCAST: #97 – Asset protection planning; without paying tax and duty – what's the latest
• PODCAST: #72 – Post Death Trusts = Asset Protection + Tax Planning

Listen to View's previous episodes here.

View Details

Many specialist advisers have business plans that consist of one word - 'trusts'.

A significant reason for this is the myriad of seemingly never-ending problems with trust deeds.

In the lead up to another 30 June, this 10th Anniversary edition of our 'Trust Horror Stories' webinar series we will explore the most instructive trust 'horror' stories that View has helped resolve over the last 10 years – all shared with the aim of helping avoid similar problems arising in the future.

Learn from a range of case studies, including:

1. Dirty deeds done dirt cheap

2. When 12 trusts are barely enough

3. The One Day Trust

4. Are 99 year perpetuity periods a problem - that's less than 100 years(?)

5. Family homes owned via trusts; foolproof right Bueller, Bueller, Bueller(?)

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

PODCAST: #98 -Trust Horror Stories … the 9th Edition

PODCAST: #88 – Trust Horror Stories… the 8th Edition

Listen to View's previous episodes here.

View Details

Whenever a trust owns assets intended to be addressed as part of an estate plan the loan accounts and unpaid present entitlements are critical aspects to be considered.

The issues in this regard are almost always magnified when any form of asset revaluation is undertaken, particularly when the second order consequences of the wider estate plan are ignored.

This practically focused webinar will explore the key issues for advisers to be aware of in relation to asset revaluation reserves (ARRs), including:

1. How to create an ARR
2. What the trust deed must provide to allow a valid ARR
3. What other documentation is required to implement an ARR
4. Consideration of the key revenue and trust law risks with ARRs
5. Exploration of leading ARR decisions and case study examples

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

PODCAST: #106 – Estate Planning 2026 Where are we at

PODCAST: #96 – Adviser Facilitated Estate Planning: & the Story Behind the Seven Steps to Success

Listen to View's previous episodes here.

View Details

Holistic Estate planning is widely considered as being 'so hot right now' for many advisers.

Business succession planning, as part of holistic estate planning, is arguably becoming the 'go to' value add for many advisers.

This session will explore the key ways financial advisers, accountants, risk advisers and other lawyers can leverage View's facilitated business succession planning platform to monetise their offering; while managing risk.

With updated content for 2026, the webinar will explore the latest iterations available for advisers wanting to facilitate or project manage product delivery in areas such as:

• insurance funded buy sell deeds
• all forms of non-insurance funded agreements (including shareholder, partnership agreements and property owners deeds)
• interplay with wider offerings (including trust succession and estate planning)
• Stapling of arrangements across multiple entities
• annual business succession planning health check

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

PODCAST: #104 – Securing succession of SMSFs as part of an estate plan

PODCAST: #76 – Adviser Facilitated Business Succession Planning: The Steps for Success

Listen to View's previous episodes here.

View Details

The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months. This webinar will use case studies to explore all key recent developments including:

· the key estate planning related court decisions over the last 12 months

· taxation and stamp duty changes impacting on estate planning

· the impact of key legislation changes

· latest examples of the attitude of the Australian Taxation Office towards various estate planning strategies

· insights into the latest bespoke planning opportunities we have sourced from the last 12 months

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

PODCAST: #95 – Estate planning in 2025 – where are we at?

PODCAST: # 85 – Estate planning in 2024 – where are we at?

Listen to View's previous episodes here.

View Details

At least once a week throughout the course of 2025, Matthew Burgess has shared insights in relation to business model iterations, the future of the professions, time billing and many other insights and observations.

In this special event, Matthew reviews the highs and lows from 2025 in what will be a fast paced, thought-provoking and at times likely controversial one hour webinar.

Best of all, the entry price is at one of Matthew's favourite price points, namely, free!

Topics will include exploration of the links between the ideas that have evolved for View over the year - as Steve Jobs might say–you will only join the dots after being at the webinar.

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

PODCAST: #94 – 2024 The Year in ReView

PODCAST: # 84 – Year in ReVIEW

Listen to View's previous episodes here

View Details

For every SMSF member, regardless of whether they choose to use a binding death benefit nomination, the overriding objective of a holistic estate plan must be securing of the succession of control of the fund and in turn member benefits.

This interactive webinar will explore a range of strategies advisers can assist SMSF members with including:

• Key strategies to leverage at the time of establishing an SMSF

• hygiene issues with maintaining originally implemented strategies

• when - and how - initial strategies should be iterated

• a deep dive into the key triggering events

• case study exploration of key second order consequences

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

PODCAST: #96 – Adviser Facilitated Estate Planning: & the Story Behind the Seven Steps to Success

PODCAST: #81 – Superannuation and Estate Planning: A recipe for disaster

Listen to View's previous episodes here

View Details

On a year on year basis, with discretionary trusts, there is arguably no more important issue than how distribution resolutions are crafted.

Best practice dictates that investment be made in the approaches to be adopted well before the end of any financial year.

True to this mantra, this case study focused webinar will explore a range of key themes relevant to all trust advisers, including:

1. options in relation to streaming of capital gains

2. how to align distribution resolutions with trust deed provisions

3. managing the consequences of family trust elections and interposed entity elections

4. trustee resolutions post Lewski

5. factoring in the impact of second order consequences, including under the family law regime

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) 

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning 

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

PODCAST: #49 – When Trust Distributions Go Bad

PODCAST: #5 – Failed Trust Distributions

Listen to View’s previous episodes here

View Details

Ongoing changes to Australia's tax and regulatory framework have had an enormous impact on virtually all estate planning strategies.

Arguably the key risk however for customers and advisers alike is failing to manage the fundamental issues in relation to the structure and taxation of testamentary trusts.

This session will use liberal story sharing to provide advisers with critical insights into issues such as:

1. tax treatment during each step of the life cycle of a testamentary trust;

2. discussion of Australian Taxation Office approaches with testamentary trusts and structuring strategies;

3. restructuring alternatives in relation to existing testamentary trusts;

4. intergenerational tax planning with testamentary trusts; and

5. ‘perpetual’ testamentary trusts.

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) 

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning 

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

PODCAST: #51 – Testamentary Trusts – the latest tips and traps

PODCAST: #14 – Testamentary Trusts Bespoke Planning Opportunities

Listen to View’s previous episodes here.

View Details

Many observers are predicting that the impending changes to the professional services industries will be unprecedented.

A ‘perfect storm’ across issues such as digital disruption, de-leveraging and new entrants mean that the only certainty will be change.

The key question for every professional is – what do we do?

The perennial questions for many are centred around how to charge for the services delivered.

While there have always been risks with charging by the hour, those risks may become catastrophic as alternative advice solutions continue to rise in acceptance

In this webinar we will leverage story telling to explore the timeless pricing principles – and how to perfect them, including topics such as:

1. the journey, time recording, to fixed pricing to subscription – and beyond

2. how technology is only ever an enabler

3. case study examples of successful professional pricing principles in practice

4. what specific actionable items can you implement immediately

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

· PODCAST: #90 – Timeless questions … about going timeless

· PODCAST: #42 – Unbundling the Pricing Debate (& how to actually trash your timesheet)

Listen to View’s previous episodes here

View Details

This webinar explores one of the most problematic issues faced by any trustee and their adviser – a lost trust deed.

Without a fully executed, ‘wet ink’ trust deed there can be disastrous tax, stamp duty and administration issues that arise.

This session will provide practical recommendations for addressing all key issues that arise with lost deeds, including:

1. Where to look, who to contact and when to give up

2. tax and stamp duty ramifications of a lost the deed

3. how to legitimately adopt a replacement trust deed

4. is court approval necessary

5. what the recent cases have been concluding – and why practical solutions

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

· PODCAST: #79 – Family Trust Deeds: What all advisers must know

· PODCAST: #52 – Lost trust deeds – some solutions

Listen to View’s previous episodes here

View Details

View’s April 2025 webinar (Asset protection planning; without paying tax and duty – what’s the latest) was one of the most popular in recent history.

Many specialist advisers posed many thoughtful questions focused on the Gift & Loan Back strategy, that timing did not allow for exploring.

Those questions – and many others – will now be answered in a special bonus webinar.

While attendance at the April webinar is not a pre-requisite, the May webinar will assume a working knowledge of gift and loan back arrangements.

Every question emailed by a registered attendee to solutions@viewlegal.com.au by Tuesday May 27 will be answered in the webinar.

Other questions which will be addressed include:

• What are the risks with promissory notes?
• What alternatives are there to promissory notes?
• Should interest be charged on the loan?
• How should changes in asset value be addressed?
• How can personal property be protected?
• How should the estate plan of the asset owner be structured?

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

· PODCAST: #97 – Asset protection planning; without paying tax and duty – what’s the latest

Listen to View’s previous episodes here

View Details

Many specialist advisers have business plans that consist of one word - ‘trusts’.

A significant reason for this is the myriad of seemingly never ending problems with trust deeds.

In the lead up to another 30 June, this webinar will explore numerous trust ‘horror’ stories that View has helped resolve – all shared with the aim of helping avoid similar problems arising in the future.

Every year since 2017 View’s ‘Trust Horror Stories’ webinars have been one of our most popular events, the 2025 webinar is entirely new content, sourced from the last 12 months.

Learn from a range of case studies, including:

1. It seemed like the right idea at the time

2. The details do matter

3. When 1 out 2 is real bad (as opposed to 2 out 3 being ain’t bad)

4. One trust + one marriage bust up = many horror stories

5. Family homes owned via trusts; foolproof right Bueller, Bueller, Bueller(?)

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

PODCAST: #88 – Trust Horror Stories… the 8th Edition

PODCAST: #78 – Trust Horror Stories … the 7th Edition

Listen to View’s previous episodes here.

View Details

Asset protection strategies continue to be a key issue for advisers and their customers.

Simplistically, asset protection can be as basic as moving assets out of the personal name of at risk individuals – an approach that can always deliver results; as long as tax and duty consequences are ignored.

Traditionally gift and loan back arrangements have been the go-to strategy in all asset protection situations where transaction costs are prohibitive.

Particularly in the estate planning arena however gift and loan back arrangements have been the subject of ongoing controversy.

In this webinar, get the inside story in this space, on topics such as:

• What are the key issues with gift and loan back arrangements
• How have gift and loan back arrangements evolved over time
• What are the key implementation and drafting issues
• Do the leading cases remain relevant
• What other planning opportunities should be considered

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

· PODCAST: #72 – Post Death Trusts = Asset Protection + Tax Planning

· PODCAST: #33 – An Asset Protection Master Class

Listen to View’s previous episodes here

View Details

Holistic estate plan has been in recent times, a key part of the value proposition for many financial advisers, accountants and risk advisers.

Why? Our view (no pun intended) is that adviser facilitated estate planning is one of the very few areas of the law where advisers and clients can work collaboratively and constructively with the specialist lawyer.

View’s web-based estate planning platform is widely recognised as the solution of choice by leading advisers.

This session will explore the latest iterations available for advisers wanting to facilitate or project manage product delivery in holistic estate planning areas such as:

1. All forms of testamentary trusts
2. Enduring powers of attorney
3. Super proceeds trusts and SMSF wills
4. Post death strategies
5. Memorandums of Directions

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

PODCAST: #92 – Key Estate Planning Lessons from Ultra High Net Wealth Families

PODCAST: #87 – Ousting the Outlaws in Estate Planning

Listen to View’s previous episodes here.

View Details

The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months. This webinar will leverage story telling to explore all key recent developments in holistic estate planning, including:

1. key estate planning related court decisions
2. taxation and stamp duty changes impacting on estate planning
3. the impact of key legislation changes
4. latest examples of the attitude of the Australian Taxation Office towards various estate planning strategies
5. insights into the latest bespoke planning opportunities we have sourced from the last 12 months including addressing Perpetuity Trusts, informal wills and mandated superannuation arrangements

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

• PODCAST: #92 – Key Estate Planning Lessons from Ultra High Net Wealth Families
• PODCAST: #87 – Ousting the Outlaws in Estate Planning

Listen to View’s previous episodes here.

View Details

At least once a week throughout the course of 2024, Matthew Burgess has shared insights in relation to business model iterations, the future of the professions, time billing and many other insights and observations.

In this special event, Matthew reviews the highs and lows from 2024 in what will be a fast paced, thought-provoking and at times likely controversial one hour webinar.

Best of all, the entry price is at one of Matthew’s favourite price points, namely, free!

Topics include exploration of the links between the following (as Steve Jobs might say – you will only join the dots after being at the webinar):

1. New Year, happy** it must be
2. People are people**; lawyers are ...
3. Making magic with the little things**
4. Eat. Sleep. Fill in your timesheet. Repeat**
5. Timesheets on (un)fire** as View announces abandoning of timesheets

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

PODCAST: #84 – Year in ReVIEW 2023

PODCAST: #74 – Year in ReVIEW 2022

Listen to View’s previous episodes here

View Details

As (infamously) confirmed by The Godfather, the success and the strength of a family, lies in its loyalty to each other.

Historically a tool almost exclusively leveraged by high net wealth families, increasingly family constitutions are being used as an approach to help manage wealth across generations.

There are however significant risks with family constitutions that all advisers in the holistic estate planning space need to be aware of.

This webinar will use story sharing to explore the key aspects of family constitutions, including:

1. Why family constitutions can be useful
2. What key issues should be addressed in any family constitution.
3. When should morally binding arrangements be entered into
4. When should legally enforceable arrangements be used
5. What are the key risk areas advisers must avoid

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

PODCAST: #79 – Family Trust Deeds: What all advisers must know

PODCAST: #69 – Agribusinesses + Trusts: The formula to avoid Failure

Listen to View’s previous episodes here.

View Details

Perhaps because the risks are so material, fails in ultra high net wealth holistic estate plans continue to captivate advisers and the public alike.

Behind the headlines however, the underlying legal and commercial principles are often extremely instructive for all advisers, regardless of the ‘source’ being estates valued multiple times more than may generally be the case.

This webinar will leverage story telling to explore numerous lessons advisers should be aware of from some of the highest profile – and highest value – estate planning disasters (and a few success stories) Australia has seen, including:

1. Ken Talbot
2. Dame Elisabeth Murdoch
3. Rupert Murdoch
4. Michael Hutchence (of INXS fame) and his mother
5. Peter Wright
6. Lang Hancock
7. Gina Rinehart (including all key cases, of which there have been many ..)

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

PODCAST: #87 – Ousting the Outlaws in Estate Planning

PODCAST: # 85 – Estate planning in 2024 – where are we at?

Listen to View’s previous episodes here

View Details

Ongoing changes to Australia's tax and regulatory framework have had an enormous impact on virtually all business structures.

Arguably the key risk however for customers and advisers alike is failing to manage the fundamental asset protection risks in business structuring.

This session will use liberal story sharing to provide:

1. a comprehensive overview of the latest strategies to mitigate asset protection risks;
2. an overview of the key issues to consider when establishing new businesses;
3. specific examples demonstrating how to restructure existing businesses; and
4. an overlay and analysis of the various tax and stamp duty rules advisers should be aware of.

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

PODCAST: #72 – Post Death Trusts = Asset Protection + Tax Planning

PODCAST: #43 – The 9 Key Principles of Asset Protection

Listen to View’s previous episodes here.

View Details

Many observers are predicting that the impending changes to the professional services industries will be unprecedented.

A ‘perfect storm’ across issues such as digital disruption, de-leveraging and new entrants mean that the only certainty will be change.

The key question for every professional is – what do we do?

The perennial questions for many are centred around how to charge for the services delivered.

While there have always been risks with charging by the hour, those risks may become catastrophic as alternative advice solutions continue to rise in acceptance

Timeless professional service firms appear to continue to thrive, and in this webinar Team View use story sharing to answer the ‘timeless questions about going timeless ‘ – 2 chargeable units (times 1 year; AKA 12 years) after first abandoning timesheets back in 2012, including:

1. How do you know if team members are working?
2. How do you know if you are making money?
3. What metrics are used instead of hours recorded and recovered?
4. What if clients demand a time print out or itemised account?
5. What about areas such as transactional work and litigation – surely they can’t be fixed priced?
6. Where do we start?
7. Should we still keep recording time, just in case?

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

PODCAST: #60 The 3 P’s Unbundled: Productisation, Positioning and Pricing

PODCAST: #42 – Unbundling the Pricing Debate (& how to actually trash your timesheet)

Listen to View’s previous episodes here.

View Details

In many holistic estate planning exercises, superannuation is either the second largest - or largest - asset.

As superannuation savings continue to accumulate the number of disputes in relation to death benefit payments also seems to be growing.

Particularly in the SMSF space, it is critical for advisers to understand the interplay between the various superannuation rules on the payment of a death benefit; not least of which the decision on whether to utilise some form of binding nomination.

This webinar will help advisers get off risk in this area by exploring a range of issues, including:

1. The various forms of superannuation nominations
2. Why binding nominations are rarely the right approach
3. What exactly is a ‘superannuation will’
4. What wins: BDBN or reversionary pension
5. Should I be concerned about the notional estate regime
6. Story sharing, including from leading court cases

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

PODCAST: #81 – Superannuation and Estate Planning: A recipe for disaster

PODCAST: #59 Superannuation + Incapacity: The formula to avoid failure

Listen to View’s previous episodes here.

View Details

Many specialist advisers have business plans that consist of one word - ‘trusts’.

A significant reason for this is the myriad of seemingly never ending problems with trust deeds.

In the lead up to another 30 June, this webinar will explore numerous trust ‘horror’ stories that View has helped resolve – all shared with the aim of helping avoid similar problems arising in the future.

Every year since 2017 View’s ‘Trust Horror Stories’ webinars have been one of our most popular events, the 2024 webinar is entirely new content, sourced from the last 12 months.

Learn from a range of case studies, including:

1. What could possibly go wrong?

2. Directors, wet signing and banks being banks

3. Home sweet home … trusts and land tax

4. Tax law v property law … and the winner is?

5. Save Ferris!: owning assets on trust for oneself

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

• PODCAST: Trust Horror Stories the 7th Edition
• PODCAST: Trust Horror Stories the 6th Edition

Listen to View’s previous episodes here.

View Details

Families that do not endure relationship breakdowns, or at least significant differences in opinions, are essentially unicorns in the modern world.

To ensure advisers are off-risk – and adding value – holistic estate planning strategies to manage the ‘outlaws’ are essentially compulsory.

This event will explore a range of key approaches and recent developments including:

1. Structuring new trusts to achieve appropriate safety
2. Conversion of existing trusts to achieve adequate protection
3. Approaches in the design of testamentary trusts
4. Legitimately minimising the rights of estranged family members
5. Story sharing, including from leading court cases

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

• PODCAST: #81 – Superannuation and Estate Planning: A recipe for disaster
• PODCAST: #77 – Blended families and estate planning – 14 Further Strategies for Success

Listen to View’s previous episodes here.

View Details

Holistic estate planning arguably has been, and remains, the definition of ‘so hot right now’.

A key part of the story of strategic advisers, particularly as the entire baby boomer generation cohort enters the last phase of their life span, is probate and estate administration.

This session will explore how financial advisers, accountants, risk advisers and other lawyers can leverage View’s estate administration and probate platform to radically expand their holistic estate planning related offerings; and – arguably more importantly – get off risk.

In particular, the webinar will step through all the key issues that advisers need to know in relation to delivering facilitated administration of any deceased estate, including:

1. The main steps in obtaining probate
2. Opportunities for advisers delivering facilitated estate administration solutions
3. Pricing of estate administration products
4. Examples and story sharing

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

• PODCAST: #56 – Adviser Facilitated Administration and Probate: the Seven Steps to Successfully Implement View’s Turn-key Solution
• PODCAST: #34 – Adviser facilitated Probate and Estate Administration
• Listen to View’s previous episodes here.

View Details

The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months. This webinar will leverage story telling to explore all key recent developments in holistic estate planning, including:

• key estate planning related court decisions
• taxation and stamp duty changes impacting on estate planning
• the impact of key legislation changes
• latest examples of the attitude of the Australian Taxation Office towards various estate planning strategies
• insights into the latest bespoke planning opportunities we have sourced from the last 12 months including addressing Perpetuity Trusts, informal wills and mandated superannuation arrangements

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

PODCAST: #81 – Superannuation and Estate Planning: A recipe for disaster

PODCAST: #77 – Blended families and estate planning – 14 Further Strategies for Success

Listen to View’s previous episodes here.

View Details

At least once a week throughout the course of 2023, Matthew Burgess has shared insights in relation to business model iterations, the future of the professions, time billing and many other insights and observations.

In this special event, Matthew reviews the highs and lows from 2023 in what will be a fast paced, thought-provoking and at times likely controversial one hour webinar.

Best of all, the entry price is at one of Matthew’s favourite price points, namely, free!

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

• PODCAST: #74 Year in ReVIEW 2022
• PODCAST: #67 Year in ReVIEW 2021

Listen to View’s previous episodes here.

View Details

At last count there were over 2,150 separate speaking and presentation skills that Matthew Burgess of View has studied and leveraged.

This webinar will provide a modern day version of the Pareto Principle (aka the 80-20 rule, that is 80% of a result comes from 20% of the input).

The modern day iteration being that it is in many situations more like a 99-1 rule; not 80-20. That is 99% of a result can be sourced from merely 1% of the input.

This webinar will focus on the key foundational speaking strategies to help you and your team create radically disproportionate improvements in all forms of communication, including:

• A ‘go to’ structure for every presentation, of any description.
• Overview of the key speaking strategies.
• A deeper dive into critical speaking skills (being the 1% that are likely to be the most impactful).
• Further learning guidance.

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

• PODCAST: #45 – Exploring the Science of Sales
• PODCAST: #70 – Helpful Hacks

Listen to View’s previous episodes here.

View Details

In 2023, perhaps more than any other year recently, the appropriateness of various trust structures is in sharp focus.

With the only certainty seemingly change, the concept of 'designer trusts' is arguably on trend for many specialist advisers.

In particular, throughout the life cycle of a trust, there are a range of situations that may mean a fundamental re-engineering of the trust structure is required.

Using stories and case study examples, this webinar will explore a range of issues in relation to all key forms of designer trusts, including:

1. leading cases
2. trust law rules
3. tax risks
4. stamp duty exposures
5. commercial ramifications

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

• PODCAST: #77 – Blended families and estate planning – 14 Further Strategies for Success
• PODCAST: #59 Superannuation + Incapacity: The formula to avoid failure

Listen to View’s previous episodes here.

View Details

The pace of evolution of all aspects of superannuation related estate planning has continued to intensify over the last 12 months.

This webinar provides an insight into a range of issues to help advisers avoid the combination of estate planning and superannuation leading to a disaster, including:

• Recent cases regarding death benefit nominations, including key issues for all advisers to be aware of
• Interplay of death benefit nominations, reversionary pensions, superannuation living wills and superannuation wills from an adviser’s perspective
• Managing insurance proceeds in superannuation
• Valid approaches for aligning superannuation entitlements with wider estate plans

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

• • PODCAST: #77 – Blended families and estate planning – 14 Further Strategies for Success
  • PODCAST: #59 Superannuation + Incapacity: The formula to avoid failureListen to View’s previous episodes here.

View Details

Many observers are predicting that the changes to the professional services industries over the next 3 years will be unprecedented.

A ‘perfect storm’ across issues such as digital disruption, de-leveraging and new entrants mean that the only certainty will be change.

The key question for every professional is – what do we do?

This case study based webinar will provide practical and actionable ideas learnt by View (often the hard way) over the last 36 months, addressing themes including:

• The impact of digitalisation and technology
• Why the time is now for distributed solopreneurs and boutique firms
• Exploring the democratisation of service providers and the key ‘3 P’s’ (process, product and pricing)

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

• PODCAST: #63 Project management: One View
• PODCAST: #36 – Foundations for the future the ‘how to do it’ webinar – How to incubate and iterate your business model
• PODCAST:#18 – Firm of the Future – Now

Listen to View’s previous episodes here.

View Details

The Tax Office and Courts alike are increasingly focused on trustees who inadvertently breach the terms of a trust deed.

Invariably the any adviser assisting the trust will be implicated in any alleged breach.

This case study based webinar will explain the key issues all advisers must be aware of with trust deeds, including:

• Definitions of income and capital
• Understanding the key beneficiary classes
• Family Trust Elections and Interposed Entity Elections
• Vesting and perpetuity issues
• Valid exercise of variation powers

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

• PODCAST: #52 – Lost trust deeds – some solutions
• PODCAST: #76 – Adviser Facilitated Business Succession Planning: The Steps for Success

Listen to View’s previous episodes here.

View Details

Many specialist advisers have business plans that consist of one word - ‘trusts’.

A significant reason for this is the myriad of seemingly never ending problems with trust deeds.

In the lead up to another 30 June, this webinar will explore numerous trust ‘horror’ stories that View has helped resolve – all shared with the aim of helping avoid similar problems arising in the future.

Every year since 2017 View’s ‘Trust Horror Stories’ webinars have been one of our most popular events, the 2023 webinar is entirely new content, sourced from the last 12 months.

Learn from a range of case studies, including:

1. But 2010 isn’t that long ago, is it (?)
2. Non-bare bare trusts and unstamped trust declarations
3. 1x lost codicil, 2x court application, 3x testamentary trust
4. When 12 trusts are barely enough
5. Trust succession on incapacity – does it matter?

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

• PODCAST: #68 – Trust Horror Stories … the 6th Edition
• PODCAST: #58 Trust Horror Stories … the 5th Edition.
• PODCAST: #48 – Trust Horror Stories … the 4th Edition

Listen to View’s previous episodes here.

View Details

At least statistically, blended families are an issue in at least every second estate plan.

And, at least in theory, there are no particularly unique issues from an estate planning perspective that need to be considered in a blended family situation, as compared to any other estate planning exercise.

In saying this however, there are a number of strategies that have been developed that arguably are rarely relevant, unless there is a blended family situation.

Following the success of last year’s event, in 2023 learn about 14 further strategies in this webinar, including:

1. Rinehart Rules Creating a Never Ending Story

2. The Warren Buffett Way Ruling from the grave There’s a Coopers for that

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

• PODCAST: #67 – Blended families and estate planning – 13 Strategies for Success
• PODCAST: #75 – Estate planning in 2023 – where are we at?
• PODCAST: #68 – Trust Horror Stories … the 6th Edition

Listen to View’s previous episodes here.

View Details

Business succession planning, as part of holistic estate planning, is widely considered the ‘new black’ for many advisers.

This session will explore the key ways financial advisers, accountants, risk advisers and other lawyers can leverage View’s facilitated business succession planning platform to monetise their offering; while managing risk.

This session will explore the latest iterations available for advisers wanting to facilitate or project manage product delivery in areas such as:

• insurance funded buy sell deeds
• all forms of non-insurance funded agreements (including shareholder and partnership agreements)
• interplay with wider offerings (including trust succession and estate planning)
• Stapling of arrangements across multiple entities
• annual business succession planning health check

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

• PODCAST: #62 Business succession (with insurance): Easy as 1, 2, 3
• PODCAST: #57 – Business succession (without insurance): Easy as A, B, C

Listen to View’s previous episodes here.

View Details

The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months. This webinar will use case studies to explore all key recent developments including:

• the key estate planning related court decisions over the last 12 months
• taxation and stamp duty changes impacting on estate planning
• the impact of key legislation changes
• latest examples of the attitude of the Australian Taxation Office towards various estate planning strategies
• insights into the latest bespoke planning opportunities we have sourced from the last 12 months

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

• PODCAST: #67 – Blended families and estate planning – 13 Strategies for Success
• PODCAST: #66 – Adviser Facilitated Estate Planning: A story focusing on monetising your offering and managing the risk

Listen to View’s previous episodes here.

View Details

At least once a week throughout the course of 2022, Matthew Burgess has shared insights in relation to business model iterations, the future of the professions, time billing and many other insights and observations.

In this special event, Matthew reviews the highs and lows from 2022 in what will be a fast paced, thought-provoking and at times likely controversial one hour webinar.

Best of all, the entry price is at one of Matthew’s favourite price points, namely, free!

Topics will include exploration of the links between the following (as Steve Jobs might say – you will only join the dots after being at the webinar.

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

• PODCAST: A year in review 2021
• PODCAST: A year in review 2020

Listen to View’s previous episodes here.

View Details

The Trashing the Timesheet debate v Fixed Pricing continues to rage for many.

The evidence suggests however these subscription platforms are where it is at for the winning professional service firms.

In this webinar we will explore what it is like to be part of a ‘members only’ law firm, including exploring:

• Some background on the journey from time recording, to fixed pricing to value pricing
• how we learnt (the hard way) that technology is only ever an enabler
• following the way of Apple (… and stealing from other industries)
• unbundling the subscription services model for professional service firms

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

• PODCAST: #70 – Helpful Hacks
• PODCAST: #62 Business succession (with insurance): Easy as 1, 2, 3

Listen to View’s previous episodes here.

View Details

Post death estate planning strategies are a key area for any adviser in the estate planning space.

The combination of strict rules around managing the assets of a deceased, together with both tax planning and asset protection issues, means that while there are planning opportunities, care must be taken.

This webinar will explore numerous key issues advisers should be aware of, including:

• strategies that may be implemented by executors or beneficiaries of an estate;
• superannuation proceeds trusts;
• post death trust, including estate proceeds trusts;
• recent case studies;
• Tax Office views.

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

PODCAST: #61 What trust is for when: inter vivos; testamentary and post death trusts explored

ARTICLE: #22 – Post-Death Estate Planning Strategies

Listen to View’s previous episodes here.

View Details

Post death estate planning strategies are a key area for any adviser in the estate planning space.

The combination of strict rules around managing the assets of a deceased, together with both tax planning and asset protection issues, means that while there are planning opportunities, care must be taken.

This webinar will explore numerous key issues advisers should be aware of, including:

• strategies that may be implemented by executors or beneficiaries of an estate;
• superannuation proceeds trusts;
• post death trust, including estate proceeds trusts;
• recent case studies;
• Tax Office views.

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

PODCAST: #61 What trust is for when: inter vivos; testamentary and post death trusts explored

ARTICLE: #22 – Post-Death Estate Planning Strategies

Listen to View’s previous episodes here.

View Details

In many estate planning exercises, superannuation is either the second largest - or largest - asset.

As superannuation savings continue to accumulate the number of disputes in the self managed superannuation fund space is also increasing.

It is critical for advisers to understand the key rules.

This webinar will explore numerous superannuation ‘war’ stories – all shared with the aim of helping avoid similar problems arising in the future, including:

• 10 key superannuation cases explained.
• The interrelationship between attorneys, enduring attorneys, guardians, super fund trustees, executors and binding death benefit nominations
• Strategies to manage 'fast death tax'
• Superannuation wills
• Trustee succession and dispute management

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

• PODCAST: #59 Superannuation + Incapacity: The formula to avoid failure
• PODCAST: #11 – Superannuation and estate planning Master Class

Listen to View’s previous episodes here.

View Details

In many estate planning exercises, superannuation is either the second largest - or largest - asset.

As superannuation savings continue to accumulate the number of disputes in the self managed superannuation fund space is also increasing.

It is critical for advisers to understand the key rules.

This webinar will explore numerous superannuation ‘war’ stories – all shared with the aim of helping avoid similar problems arising in the future, including:

• 10 key superannuation cases explained.
• The interrelationship between attorneys, enduring attorneys, guardians, super fund trustees, executors and binding death benefit nominations
• Strategies to manage 'fast death tax'
• Superannuation wills
• Trustee succession and dispute management

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

• PODCAST: #59 Superannuation + Incapacity: The formula to avoid failure
• PODCAST: #11 – Superannuation and estate planning Master Class

Listen to View’s previous episodes here.

View Details

Many observers are predicting that the changes to the professional services industries over the next 3 years will be unprecedented.

A ‘perfect storm’ across issues such as digital disruption, de-leveraging and new entrants mean that the only certainty will be change.

The key question for every professional is – what do we do?

Based on View’s journey, unbundling a range of the most helpful hacks we have leveraged is arguably the best place to start.

This webinar uses case study examples and insights from the leading thinkers to explore how professional service providers can maximise both effectiveness and efficiency in areas such as:

• Risk minimisation
• Productivity
• Knowledge management
• Marketing and Sales

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

• PODCAST: #51 – Testamentary Trusts – the latest tips and traps https://viewlegal.com.au/podcast/51-testamentary-trusts-the-latest-tips-and-traps/
• PODCAST: #52 – Lost trust deeds – some solutions https://viewlegal.com.au/podcast/50-lost-trust-deeds-some-solutions/

Listen to View’s previous episodes here.

View Details

In agribusiness, family trusts are arguably the single most used structure.
As with all agribusiness structures managing trust arrangements both in day to day operations and succession planning is critical.

This webinar explores all the key issues in this space, including:

• Control of family trusts in agribusiness situations and succession of control on various exit events.
• Restructuring family trusts in agribusiness situations using the key CGT concessions and related strategies such as trust cloning and trust splitting.
• The role of family constitutions and family councils for agribusiness operations and associated legal documentation.
• Deep dive into the leading cases and use of agribusiness case study examples.

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview:  For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser:  For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption:  For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

• PODCAST: #39 – Trust Vesting – the key ramifications
• PODCAST: #31 – Probate and estate administration – Everything you need to know
• PODCAST: #59 Superannuation + Incapacity: The formula to avoid failure

Listen to View’s previous episodes here

View Details

Many specialist advisers have business plans that consist of one word - ‘trusts’.

A significant reason for this is the myriad of seemingly never-ending problems with trust deeds.

In the lead up to another 30 June, this webinar will explore numerous trust ‘horror’ stories that View has helped resolve – all shared with the aim of helping avoid similar problems arising in the future.

Every year since 2017 View’s ‘Trust Horror Stories’ webinars have been one of our most popular events, the 2022 webinar is entirely new content, sourced from the last 12 months.

Learn from a range of case studies, including:

… but what if now I don’t want it to be a hybrid trust

Are 99 year perpetuity periods a problem - that’s less than 100 years (?)

Famous last words: ‘backdating trust deeds is fine’

When the sole trustee, appointor and guardian … is not a beneficiary

‘I own nothing’ … but for 100% of the shares in the trustee company …

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

• PODCAST: #58 Trust Horror Stories … the 5th Edition.
• PODCAST: #48 – Trust Horror Stories … the 4th Edition
• PODCAST: #40 – Trust Horror Stories… the 3rd Edition

Listen to View’s previous episodes here.

View Details

At least statistically, blended families are an issue in at least every second estate plan.

And, at least in theory, there are no particularly unique issues from an estate planning perspective that need to be considered in a blended family situation, as compared to any other estate planning exercise.

In saying this however, there are a number of strategies that have been developed that arguably are rarely relevant, unless there is a blended family situation.

Learn about 13 strategies in this webinar, including:

• Siloed trusts
• The SaaS model (that is, ‘Superannuation as a Solution’)
• Parallel trusts
• In ‘god' we trust
• Embracing ‘GST’

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

• PODCAST: #43 – The 9 Key Principles of Asset Protection
• PODCAST: #22 – Post-Death Estate Planning Strategies

Listen to View’s previous episodes here.

View Details

Estate planning is widely considered the ‘go to’ value add for many advisers.

This session will explore the key ways financial advisers, accountants, risk advisers and other lawyers can leverage View’s facilitated estate planning platform to monetise their offering; while managing risk.

This session will explore the latest iterations available for advisers wanting to facilitate or project manage product delivery in areas such as:

• all forms of testamentary trusts
• enduring powers of attorney
• Super proceeds trusts and SMSF wills
• post death strategies
• annual estate planning health check

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

• PODCAST #47 – Adviser Facilitated Estate Planning – Your Questions Answered
• PODCAST #37 – The 7 Steps to Success – Implementing View’s Turn-key adviser facilitated estate planning platform
• PODCAST #28 – Adviser facilitated Estate planning – Everything you need to know to deliver exceptional value

Listen to View’s previous episodes here.

View Details

The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months. This webinar will use case studies to explore all key recent developments including:

• the key estate planning related court decisions over the last 12 months
• taxation and stamp duty changes impacting on estate planning
• the impact of key legislation changes
• latest examples of the attitude of the Australian Taxation Office towards various estate planning strategies
• insights into the latest bespoke planning opportunities we have sourced from the last 12 months

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

• PODCAST: #46 – Estate planning in 2020 – where are we at?
• PODCAST: #38 – Estate Planning 2018 – Where are we at?

Listen to View’s previous episodes here.

View Details

In this podcast, the View Legal team explore the following topic ‘The Year in ReView' which was held on 18 November 2021.

At least once a week throughout the course of 2021, Matthew Burgess has shared insights in relation to business model iterations, the future of the professions, time billing and many other insights and observations.

In this special event, Matthew reviews the highs and lows from 2021 in what will be a fast-paced, thought-provoking and at times likely controversial one hour webinar.

Best of all, the entry price is at one of Matthew’s favourite price points, namely, free!

Topics will include exploration of the links between the ideas that have evolved for View over the year (as Steve Jobs might say – you will only join the dots after being at the webinar.

1. If you think hiring a professional is ‘expensive’ try out an amateur …
2. The BIG hidden MIRACLE SECRET to access an INSTANT 224.3% increase in daily chargeables
3. ‘You failed to kept (sic) up with your 100% mistake rate’
4. Dark washes (and horses) and the paradox of choice
5. “It’s just a timesheet” – No! It’s a !#@?ing timesheet

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning

Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)

Some of the resources that View Legal has on offer that may be of assistance include:

View apps

Weekly View blog

Published View books

Related articles and resources:

PODCAST - A Year in ReVIEW 2020

Listen to View’s previous episode here.

View Details

In this podcast, the View Legal team explore the following topic ‘Project management: One View' which was held on 21 October 2021.

In many business succession arrangements

Regardless of whether you chose to abandon timesheets (no prizes for View’s view on that), outstanding project management is arguably the single most important issue for professional service providers heading into 2022.

Since embracing a timeless business model (with all work scoped and priced upfront) project management has become arguably the biggest investment made by View.

Many of the principles View now embraces are because we first tried every other known approach - and failed.

To help you avoid enduring the same journey, this webinar uses case study examples and insights from the leading thinkers in the area to answer the following questions:

1. Why the main thing, is keeping the main thing, the main thing
2. What one, off the shelf tool, can change everything
3. How workflow management is rarely helped by any form of technology
4. What are the 7 biggest lies of the project management industry
5. How can you avoid making the wrong mistakes

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning

Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)

Some of the resources that View Legal has on offer that may be of assistance include:

View apps

Weekly View blog

Published View books

Related articles and resources:

PODCAST #37 – The 7 Steps to Success – Implementing View’s Turn-key adviser facilitated estate planning platform

PODCAST #45 – Exploring the Science of Sales

PODCAST #18 – Firm of the Future – Now

Listen to View’s previous episode here

View Details

In this podcast, the View Legal team explore the following topic ‘Business succession (with insurance): Easy as 1, 2, 3' which was held on 14 September 2021.

In many business succession arrangements arguably the most strategic question to ask is what type of approach should be implemented.

Similar to many estate plans, with the aid of hindsight, the answer implemented is often one that was not in fact adequately tolerance tested when it should have been.

This webinar explores the latest developments in the insurance funded business succession space. While this webinar complements our April 2021 webinar (Business succession (without insurance): Easy as A, B, C ), there is no need to have attended the earlier event.

The topics covered in this our September 2021 webinar include:

1. The key strategies for both external insurance and self-insured business owner exit arrangements
2. Structuring insurance ownership alternatives, including a deep dive into the main approached (being trust, self, super and hybrid ownership)
3. Leveraging holistic approaches to seamlessly integrate business succession and estate planning strategies
4. Unbundling the implications of the approach the Tax Office takes in this area, including key tax rollovers
5. Numerous case study examples

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning

Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)

Some of the resources that View Legal has on offer that may be of assistance include:

View apps

Weekly View blog

Published View books

Related articles and resources:

PODCAST #8 – Restructuring businesses for asset protection and succession

PODCAST #20 – Business succession – Master class

PODCAST #57 – Business succession (without insurance): Easy as A, B, C

Listen to View’s previous episode here.

View Details

In this podcast, the View Legal team explore the following topic ‘What trust is for when: inter vivos; testamentary and post death trusts explored ' which was held on 26 August 2021.

In many estate planning exercises arguably the most strategic question to ask is what type of discretionary trust should be implemented.

With the aid of hindsight, the choice made is often one that was not in fact adequately tolerance tested when it should have been.

This webinar explores the key issues with the main alternatives for trust structures in estate planning, including:

• unbundling the key features of inter vivos trusts, pre-death testamentary trusts and post-death testamentary trusts
• worked examples of each structure
• exploring restructuring options when the 'wrong' trust is chosen
• analysing the key tax consequences of each approach
• numerous case study examples

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning

Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)

Some of the resources that View Legal has on offer that may be of assistance include:

View apps

Weekly View blog

Published View books

Related articles and resources:

PODCAST #14 – Testamentary Trusts Bespoke Planning Opportunities

PODCAST #28 – Adviser facilitated Estate planning – Everything you need to know to deliver exceptional value

PODCAST #51 – Testamentary Trusts – the latest tips and traps

Listen to View’s previous episode here.

View Details

In this podcast, the View Legal team explore the following topic ‘The 3 P’s Unbundled: Productisation, Positioning and Pricing' which was held on 22 July 2021.

Many observers are predicting that the changes to the professional services industries over the next 3 years will be unprecedented.

A ‘perfect storm’ across issues such as digital disruption, de-leveraging and new entrants mean that the only certainty will be change.

The key question for every professional is – what do we do?

The combination of the so called '3 Ps' - being Productisation, Positioning and Pricing is arguably the best place to start.

This webinar uses case study examples and insights from the leading thinkers in the area to answer the following questions:

1. Where to start - today
2. Off the shelf or bespoke - or both
3. Positioning – is it all about the brand
4. Distribution and monetisation – what works well

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning

Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)

Some of the resources that View Legal has on offer that may be of assistance include:

View apps

Weekly View blog

Published View books

Related articles and resources:

PODCAST: #42 – Unbundling the Pricing Debate (& how to actually trash your timesheet)

PODCAST: #45 – Exploring the Science of Sales

Listen to View’s previous episode here.

View Details

In this podcast, the View Legal team explore the following topic ‘Superannuation + Incapacity: The formula to avoid failure’ which was held on 17 June 2021.

In many estate planning exercises, superannuation is either the second largest - or largest - asset.

As superannuation savings continue to accumulate the number of superannuation fund members suffering events of incapacity also seems to be growing.

Particularly in the SMSF space, it is critical for advisers to understand the interplay between the superannuation regime and the enduring powers of attorney rules.

This webinar explores all the key issues in this regard, including:

• How to structure the appointment of attorneys with reference to superannuation entitlements
• The interrelationship between attorneys, enduring attorneys, guardians, super fund trustees, executors and binding death benefit nominations
• The ability for attorneys to make BDBNs and manage 'fast death tax'
• The role of state government departments
• The implications of the key recent court decisions in this area

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning

Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)

Some of the resources that View Legal has on offer that may be of assistance include:

View apps

Weekly View blog

Published View books

Related articles and resources:

PODCAST - #11 – Superannuation and estate planning Master Class

PODCAST - #3 – Superannuation and estate planning

Listen to View’s previous episode here.

View Details

In this podcast, the View Legal team explore the following topic ‘Trust Horror Stories … the 4th Edition’ which was held on 20 May 2021.

Many specialist advisers have business plans that consist of one word - ‘trusts’.

A significant reason for this is the myriad of seemingly never-ending problems with trust deeds.

In the lead up to another 30 June, this webinar will explore numerous trust ‘horror’ stories that View has helped resolve – all shared with the aim of helping avoid similar problems arising in the future.

Every year since 2017 View’s ‘Trust Horror Stories’ webinars have been one of our most popular events, the 2021 webinar is entirely new content, sourced from the last 12 months.

Learn from a range of case studies, including:

• 2 appointors, 0 capacity + kids behaving badly
• What do you mean the settlor can’t be a beneficiary?
• The $1,000 settlement sum that was still wrong …
• Why pay 50% tax, when you can pay 100%
• Dirty deeds done dirt cheap

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning

Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)

Some of the resources that View Legal has on offer that may be of assistance include:

View apps

Weekly View blog

Published View books

Related articles and resources:

#48 – Trust Horror Stories … the 4th Edition

#40 – Trust Horror Stories… the 3rd Edition

#29 – Trust Horror Stories

Listen to View’s previous episode here.

View Details

In the same way as an estate plan is critical for every adult, so to is a business succession plan for everyone involved in a business.

While insurance can play a role for exits such as death and incapacity (indeed see our September 2021 event: Business succession (with insurance): Easy as 1, 2, 3) a robust approach for non-insurable exit events is critical.

While our April 2021 webinar complements our September 2021 webinar, there is no need to attend the later event.

This, our April 2021 webinar, explores the key issues advisers should be aware of in business succession, including:

a

1. The roles and responsibilities of each adviser (accountant, financial adviser, broker and lawyer)
2. Starting at the start - getting the valuation right
3. Unbundling the succession pathways – employees, family or external acquisition
4. Becoming 'deal ready' and managing the due diligence process
5. Share sales v asset sales - the why, how and whats
6. Managing risk including warranties, indemnities and tax liabilities
7. Numerous case study examples

For access to more webinars and resources join one (or all) of the View Communities. Also, the case Matthew mentioned in relation to changing the jurisdiction of a trust to South Australia from 2020 was Clarke v Ebdon [2020] SASC 67, our case summary will be shared into the closed group feeds of our TechniView and AdVIEWser communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning

Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)

Some of the resources that View Legal has on offer that may be of assistance include:

View apps

Weekly View blog

Published View books

Related articles and resources:

Blog: Trust-owned business succession insurance arrangements: Some clarity at long last

Blog: Company owned insurance policies for business succession

Book: The Seven Foundations Of Business Succession

Listen to View’s previous episode here.

View Details

Estate planning is widely considered the ‘new black’ for many advisers.

The ‘next wave’ for advisers, particularly as the baby boomer generation enters the last phase of their life span, is probate and estate administration.

This session will explore the key ways financial advisers, accountants, risk advisers and other lawyers can leverage View’s estate administration and probate platform to radically expand their estate planning related offerings.

This webinar will step through all the key issues that advisers need to know in relation to delivering facilitated administration of any deceased estate, including:

1. Explaining the key steps in obtaining probate
2. Exploring the primary area for opportunity for advisers delivering facilitated estate administration solutions
3. Pricing of estate administration products
4. Numerous case study examples

For access to more webinars and resources join one (or all) of the View Communities. Also, the case Matthew mentioned in relation to changing the jurisdiction of a trust to South Australia from 2020 was Clarke v Ebdon [2020] SASC 67, our case summary will be shared into the closed group feeds of our TechniView and AdVIEWser communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning

Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)

Some of the resources that View Legal has on offer that may be of assistance include:

View apps

Weekly View blog

Published View books

Related articles and resources:

Podcast episode #34 - Adviser Facilitated Probate and Estate Administration

Podcast Episode #31 - Probate and Estate Administration – Everything You Need To Know

Overview of Probate and Estate Administration

Listen to View’s previous episode here.

View Details

In this podcast, the View Legal team explore the following topic ‘Estate planning in 2021 – where are we at?’ which was held on 19 February 2021.

The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months. This webinar will use case studies to explore all key recent developments including:

• the key estate planning related court decisions over the last 12 months
• taxation and stamp duty changes impacting on estate planning
• the impact of key legislation changes
• latest examples of the attitude of the Australian Taxation Office towards various estate planning strategies
• insights into the latest bespoke planning opportunities we have sourced from the last 12 months

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning

Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)

Some of the resources that View Legal has on offer that may be of assistance include:

1. View apps
2. Weekly View blog
3. Published View books

Related articles and resourses:

Estate Planning 2020 - where are we at?

Apps for Estate Planning

The Nine Steps to a Complete Estate Plan - Book

Listen to View’s previous episode here.

View Details

In this podcast the View Legal team explore the following topic ‘2020 the year in reView’ which was held on 19 November 2020. This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities.  

At least once a week throughout the course of 2020, Matthew Burgess has shared insights in relation to business model iterations, the future of the professions, time billing and many other insights and observations.

In this special event, Matthew reviews the highs and lows from 2020 in what will be a fast paced, thought-provoking and at times likely controversial one hour webinar.

Best of all, the entry price is at one of Matthew’s favourites, namely, free!

Topics will include exploration of the links between the following (as Steve Jobs might say – you will only join the dots after being at the webinar):

1. Masks, daylight robberies and finding flow
2. Legal detail, #covid19 and the zombie apocalypse
3. World domination, Elon Musk and the rule of 7/11/4
4. Work/life integration, home schooling and responsible parenting
5. Amanda Rinn, Susan (known as Sue) Ridge and Donald (known as Don) Quay

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning

Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)

Some of the resources that View Legal has on offer that may be of assistance include:

1. View apps
2. Weekly View blog
3. Published View books

Related articles:

WATCH the Simon Sinek Ted Talk – How great leaders Inspire Action.

READ ‘A More Beautiful Question’ by Warren Berger.

READ “Oh, the Places You'll Go!’ by Dr. Seuss

Listen to View’s previous episode here.

View Details

In this podcast the View Legal team explore the following topic ‘Executor liability – a modern day nightmare’ which was held on 22 October 2020.

This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities.  

During this extract of the webinar you will learn about the increasing complexity of estates and particularly trust structures used create unavoidable risks for executors, trustees and their advisers.

The number of areas where executors and trustees can be personally liable is significant - and arguably growing.

This webinar explores the key areas of potential exposure and the steps that can be taken, including:

• structures that create the biggest liability risk

• liability for tax debts and the approach of the Tax Office

• planning opportunities to manage risk

• overlay of bankruptcy rules

• impact of offshore assets and beneficiaries

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning

Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)

Some of the resources that View Legal has on offer that may be of assistance include:

1. View apps
2. Weekly View blog
3. Published View books

View Details

In this podcast the View Legal team explore the following topic ‘Lost Trust Deeds’ which was held on 16 September 2020.

This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities.

During this extract of the webinar, we explore one of the most problematic issues faced by any trustee – a lost trust deed. Without a fully executed, ‘wet ink’ trust deed there can be disastrous key tax, stamp duty and administration issues that arise.

This session will provide practical recommendations for addressing all key issues that arise with lost deeds, including:

• Where to look, who to contact and when to give up
• tax and stamp duty ramifications of a lost the deed
• how to legitimately adopt a replacement trust deed
• is court approval necessary
• practical solutions

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning

Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)

Some of the resources that View Legal has on offer that may be f assistance include:

1. View apps
2. Weekly View blog
3. Published View books

Related articles:

Podcast #40 – TRUST HORROR STORIES… THE 3RD EDITION

Blog - Can trusts last forever now?

Listen to View’s previous episode here.

View Details

In this podcast, the View Legal team explore the following topic ‘Testamentary Trusts – the latest tips and traps’ which was held on 27 August 2020.

This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities.

During this extract of the webinar you will learn about:

The ongoing evolution of all aspects of estate planning has increasingly seen more creative uses of testamentary trusts. This presentation will explore a range of planning opportunities for testamentary trusts including:

• tax treatment of each asset class owned via a testamentary trust;
• the latest updates on the attitude of the Australian Taxation Office towards testamentary trusts and various bespoke strategies;
• testamentary trust cloning and splitting;
• international tax planning and testamentary trusts;
• and testamentary trusts and using South Australian laws to avoid the rule against perpetuities.

For access to more webinars and resources join one (or all) of the View Communities.

View Details

In this podcast, the View Legal team explore the following topic ‘Value Pricing is so last year … but what exactly is so hot right now?’ which was held on 23 July 2020.

This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities.  

The ‘Trashing the Timesheet debate’ rages for many; and is so 2018 for others. And arguably now, value pricing is so 2019. In 2020 subscription platforms is where it is at.

In this webinar we will explore what it is like to be part of a long-standing timeless law firm, that is iterating again, including exploring:

• the journey, time recording, to fixed pricing to subscription
  how technology is only ever an enabler
• leveraging the Apple way: and stealing from other industries
• examples of professional service firms that have jumped on board the subscription fast trail

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning

Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)

Some of the resources that View Legal has on offer that may be of assistance include:

View apps
Weekly View blog
Published View books

Related articles
Foundations for the future the ‘How to do it’ webinar – how to incubate and iterate your business model

Insights on the Journey to Value Pricing

The firm of ‘now’ – 5 things about the way you do the things you do**

View Details

In this podcast, the View Legal team explore the following topic ‘When Trust Distributions Go Bad’ which was held on 11 June 2020.

This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities.

During this extract of the webinar, you will learn about Many specialist advisers have business plans that consist of one word - ‘trusts’.

The range of issues that can potentially undermine the intentions of a trustee when attempting to make trust distributions is almost limitless.

The time to be planning appropriate crafting distributions is before an impending 30 June. This presentation will methodically address a number of common scenarios that see purported distributions fail, including:

• understanding the way in which beneficiaries are defined;
• clauses excluding the trustee as a beneficiary;
• implications of non-resident beneficiary laws;
• the remoteness of vesting rules, including with trust to trust distributions; and
• adviser liability due to failed distributions.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning

Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)

Some of the resources that View Legal has on offer that may be of assistance include:

1. View apps
2. Weekly View blog
3. Published View books

Related articles Testamentary trusts overview

20 Point Checklist – Trust Review

Podcasts

#33 – ASSET PROTECTION MASTER CLASS

#29 – TRUST HORROR STORIES

Listen to View’s previous episode here.

View Details

In this podcast, the View Legal team explore the following topic ‘Trust Horror Stories … the 4th Edition’ which was held on 19 May 2020.

This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities.

During this extract of the webinar, you will learn about Many specialist advisers have business plans that consist of one word - ‘trusts’.

A significant reason for this is the myriad of seemingly never-ending problems with trust deeds. In the lead up to another 30 June, this webinar will explore numerous trust ‘horror’ stories that View has helped resolve – all shared with the aim of helping avoid similar problems arising in the future. Every year since 2017 View’s ‘Trust Horror Stories’ webinars have been one of our most popular events, the 2020 webinar is entirely new content, sourced from the last 12 months.

Learn from a range of case studies, including:

• ’Hereinbefore’ – one word; many problems;
• Filing your original trust deeds … in the shredding bin;
• When the failure to stamp makes all the difference;
• Using a corporate appointor: All good! … until deregistration
• When the gifting under a gift and loan back defeats a key purpose of the entire strategy

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning

Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)

Some of the resources that View Legal has on offer that may be of assistance include:

1. View apps
2. Weekly View blog
3. Published View books

Related articles Trust Overview

Testamentary Trusts Overview

Estate Proceeds Trusts

20 Point Checklist – Trust Review

Listen to View’s previous episode here.

View Details

In this podcast, the View Legal team explore the following topic ‘Adviser Facilitated Estate Planning: Your Questions Answered’ which was held on 12 March 2020

During this webinar, you will learn about Adviser Facilitated Estate Planning: & the Seven Steps to Successfully Implement View’s Turn-key Solution

Holistic estate plan has been in recent times, a key part of the value proposition for many financial advisers, accountants and risk advisers. Why? Our view (no pun intended) is that adviser facilitated estate planning is one of the very few areas of the law where advisers and clients can work collaboratively and constructively with the specialist lawyer. View’s web-based estate planning platform is widely recognised as the solution of choice by leading advisers.

1. This session will explore the latest iterations available for advisers wanting to facilitate or project manage product delivery in areas such as:
   all forms of testamentary trusts;
2. enduring powers of attorney;
3. super proceeds trusts and SMSF wills;
4. post-death strategies; and
5. memorandums of directions

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning

Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)

Some of the resources that View Legal has on offer that may be of assistance include:

1. View apps
2. Weekly View blog
3. Published View books

Related articles The 7 Steps To Success – Implementing View’s Turn-Key Adviser Facilitated Estate Planning Platform

Success in Structuring Virtual Roadshow

Listen to View’s previous episode here.

View Details

In this podcast, the View Legal team explore the following topic ‘Estate planning in 2020 – where are we at?’ which was held on 11 February 2020

In this webinar you will learn about the current Estate Planning in 2020. The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months. This webinar will use case studies to explore all key recent developments including:

1. the key estate planning related court decisions over the last 12 months
2. taxation and stamp duty changes impacting on estate planning
3. the impact of Federal Government changes
4. latest examples of the attitude of the Australian Taxation Office towards various estate planning strategies
5. insights into the latest bespoke planning opportunities we have sourced from the last 12 months

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)

Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning

Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)

Some of the resources that View Legal has on offer that may be of assistance include:

1. View apps
2. Weekly View blog
3. Published View books

Related articles The Seven Steps To Success – Implementing View’s Turn-Key Adviser Facilitated Estate Planning Platform Via Nowinfinity

The 7 Steps To Success – Implementing View’s Turn-Key Adviser Facilitated Estate Planning Platform

Estate Planning Roadshow – Afternoon Segment

Listen to View’s previous episode here.

View Details

In this podcast, the View Legal team explore the following topic: Exploring the Science of Sales which was held on 24 October 2019

The science of sales in a modern professional service firm has arguably never been more important.

How exactly is rain made in a post-social media world?

The webinar will offer an insider’s account of how to create momentum with sales and marketing innovation, in any type of professional service firm.

The focus will be on practical strategies that can be immediately implemented, including:

1. How to understand the key principles underpinning buying decisions in a consumer-driven market
2. Using the forces of disruptive innovation to win work; regardless of your perceived brand positioning
3. How to achieve the ‘new normal’ of marketing excellence using Google’s ZMOT (Google it!) and Elon Musk’s rule of 7/11/4

Listen to View’s previous episode here.

Related articles Redline changes

Why would a professional partnership incorporate?

How do business, or goodwill, licences work?

Business licences

Interested to know more? 1. Subscribe to the free weekly blog posts:
To subscribe to the blog, simply enter your email address in the subscription box in the right hand column or alternatively, subscribe through your preferred RSS feed from your browser. 2. Education programs
View Legal specialises in all forms of adviser education and collaborative learning.
We are fortunate to regularly present to accountants, financial planners, other lawyers and risk advisers.
Our programs are tailored to meet your specific requirements and can be delivered in lengths ranging from 20 minute web-based updates to 5 day in-house courses (and every permutation in between) and formats including in person, webinar and video streaming. Our most popular sessions tend to be 90 minute team trainings, which can be recorded for future use.
A sample of some of our current topics is set out here.
You can also explore and enrol to all of our View University courses here.
More generally, each View University course is designed to be relevant for all advisers including accountants, financial advisers and lawyers.
With 35 discrete learning modules and over 15 hours of technical content in each course, including webinars, vidcasts, and technical papers, the university level courses are the first of their kind in the Australian marketplace.
For those advisers who can not self assess their professional development compliance, all 6 courses have received accreditation from the Financial Planning Association (FPA), namely – accreditation number 008722 for 70.5 hours. 3. Business model iteration
Matthew Burgess has been recognised as a thought leader in delivery of professional service solutions by peers, industry commentators and competitors. He regularly presents keynotes in this area as well as coordinating and facilitating firm retreats and education programs.
Indeed, Matthew is the only practising lawyer in Australia who is a Certified Speaking Professional (CSP), a designation conferred by the Professional Speakers Australia (PSA), the industry’s leading organisation. The CSP is likewise the speaking profession’s international measure of professional platform competence.
Matthew is counted among the rare 12 per cent of professional speakers worldwide who currently hold the CSP credential.
Learn more about Matthew’s business model presentations here.
Learn more about the 4 business books Matthew has written here.

View Details

In this podcast the View Legal team explore the following topic: Choosing the Right Business Structure– Simple! (in theory…) which was held on 19 September 2019.

This podcast is a take out of that session and the full webinar is available via the View Legal website

Following on from View’s asset protection webinar last month a related topic that explores how the success – or failure – of a new business often hinges on having the right structural foundations.

In the episode we also explore the various options available for establishing any new business, including;

1. The key legal and commercial risks of all structuring alternatives
2. Overly and revenue consequences of each type of structure
3. Limited liability and domino risks
4. Future-proofing structures for business
5. Managing internal stakeholder collaboration
6. Family Trusts and their effect on Business Structures using case study examples
7. Interplay with estate planning and tax

Listen to View’s previous episode here.

Related articles Trust-owned business succession insurance arrangements: Some clarity at long last
Fettering of a trustee’s discretion – when will it be ignored? **
Company owned business succession insurance<
Insurance funded buy-sell arrangements

Purchase Full Webinar

Interested to know more? 1. Subscribe to the free weekly blog posts:
http://blog.viewlegal.com.au/?m=1
To subscribe to the blog, simply enter your email address in the subscription box in the right hand column or alternatively, subscribe through your preferred RSS feed from your browser. 2. Education programs
View Legal specialises in all forms of adviser education and collaborative learning.
We are fortunate to regularly present to accountants, financial planners, other lawyers and risk advisers.
Our programs are tailored to meet your specific requirements and can be delivered in lengths ranging from 20 minute web-based updates to 5 day in-house courses (and every permutation in between) and formats including in person, webinar and video streaming. Our most popular sessions tend to be 90 minute team trainings, which can be recorded for future use.
A sample of some of our current topics is set out at the following link – /product-category/events/
Or simply stream or purchase DVD copies of previous programs via the following link – /recorded-webinars/
You can also explore and enrol to all of our View University courses here.
More generally, each View University course is designed to be relevant for all advisers including accountants, financial advisers and lawyers.
With 35 discrete learning modules and over 15 hours of technical content in each course, including webinars, vidcasts, and technical papers, the university level courses are the first of their kind in the Australian marketplace.
For those advisers who can not self assess their professional development compliance, all 6 courses have received accreditation from the Financial Planning Association (FPA), namely – accreditation number 008722 for 70.5 hours. 3. Business model iteration
Matthew Burgess has been recognised as a thought leader in delivery of professional service solutions by peers, industry commentators and competitors. He regularly presents keynotes in this area as well as coordinating and facilitating firm retreats and education programs.
Indeed, Matthew is the only practising lawyer in Australia who is a Certified Speaking Professional (CSP), a designation conferred by the Professional Speakers Australia (PSA), the industry’s leading organisation. The CSP is likewise the speaking profession’s international measure of professional platform competence.
Matthew is counted among the rare 12 percent of professional speakers worldwide who currently hold the CSP credential.
Learn more about Matthew’s business model presentations here – https://viewlegal.com.au/matthewburgessspeaking/
Learn more about the 4 business books Matthew has written here – http://www.thedreamenabler.com.au/

View Details

We are excited to confirm View’s adviser facilitated estate planning platform has been fully rebuilt via NowInfinity. 

The new platform continues to provide all of your favourite aspects of View’s adviser facilitated estate planning offering, including being adviser centric, service and price satisfaction guaranteed and provision of the legal advice certificate confirming that all legal advice has been provided by View. 

This session will explore how financial advisers, accountants, risk advisers and other lawyers can leverage View’s platform powered by NowInfinity to radically improve their estate planning offerings – and in turn deliver client solutions that simultaneously create immediately profitable income streams for referrers. 

View Details

This is a podcast of ‘The 9 Key Principals of Asset Protection’ held on 29 August 2019.

In a sentence, asset protection is often referred to as having sufficient control of assets, such that if an individual is successfully sued these assets will not be available to be used to recompense the successful litigant.

This is however only one aspect of a comprehensive asset protection strategy.

This webinar leverages View’s textbook of the same title to explore the key principles to achieving best practice asset protection, using case study examples to deeply explore a range of issues including:

• Optimal use of trust structures for protection
• Bankruptcy and family law rules
• Interplay of estate planning and superannuation principles
• Best practice personal structuring strategies

View Details

As part of our ‘Virtual Roadshow’ series, this webinar will use case studies and provide practical ideas that can be immediately implemented

We discuss the following in relation to:

• Asset Protection and a reminder to use checklists;
• Review estate planning and Super contributions;
• 9 Principals of Asset protection;
• Bankruptcy Evolution;
• Property vs Resources;
• Family Law and asset protection rules;
• Learn from a range of case studies;
• Binding financial Agreements; and
• Protecting inheritance and excluding beneficiaries

View Details

In this podcast, we are joined by Matthew Burgess, Jade Duncan and Hannah Whippy to discuss Excepted Trust Income

As part of our ‘Virtual Roadshow’ series, this webinar will use case studies and provide practical ideas that can be immediately implemented

We discuss the following in relation to:

* Assets which do and do not form part of Estate;

• Testamentary Trusts;
• Testamentary Trusts and DIV 6AA;
• Taxing Points;
• CGT Event 3 – Trustee to beneficiaries;
• 2018 Budget Key Risk Issues;
• Testamentary Trust to Family Trust distributions
• Learn from a range of case studies;

View Details

In this podcast, we are joined by Matthew Burgess, Jade Duncan and Hannah Whippy to discuss Company Restructures

As part of our ‘Virtual Roadshow’ series, this webinar will use case studies and provide practical ideas that can be immediately implemented.

 We discuss the following in relation to:

• Differences between asset protection and limited Liability;
• Individual vs companies;
• Key issues in choice of structure;
• Tax issues in restructuring;
• Advantages and disadvantages of using a company;
• Company to company rollovers – looking at 122-A;
• Learn from a range of case studies; and
• Company consolidations and tax ramifications.

View Details

In this Podcast we are joined by Matthew Burgess, Jade Duncan and Hannah Whippy to discuss (some of the) 40 Forms of Trust.

As part of our ‘Virtual Roadshow’ series, this webinar will look at and comparing some of the most coming Trusts

We discuss the following limitations and differences between the below Trusts structures:

• Second Generation Family Trust;
• Lineal Descendants Trust, Bloodline Trust and Capital Reserved Trust;
• Differences between Estate Proceeds Trusts and Child Maintenance Trust;
• Discretionary Trusts ;
• Special Purpose Vehicle Trust;
• Differences between Unit Trusts and a Fixed trust;
• Hybrid Trust and a warning to be aware of; and
• Corporate Trust;

View Details

This is a podcast of the 'Unbundling the Pricing Debate (& how to actually trash your timesheet)' held on 25 July 2019.

The Trashing the Timesheet debate rages for many; and is so 2018 for others.

Having clocked up (no pun intended) over 10 years without recording single chargeable unit, it is timely (again no pun intended) to share our views (there we go again) about what’s hot and not with the ongoing utility of the incumbent pricing model for profession service firms.

In this webinar we will explore what it is like to be part of a long standing timeless law firm, including how do you:

1. know if your team members are doing anything?
2. know if you are making any money?
3. track your costs of production?
4. prove your value?
5. fix price when you have no way of knowing how long the litigation or transaction will take?

View Details

This is a podcast of the Foundations for the Future ‘how to do it’ webinar – How to Leverage the Universal Laws for Success into your business model held on 27 June 2019.

Many observers are predicting that the changes to the legal and professional services industries over the next 3 years will be unprecedented.

A ‘perfect storm’ across issues such as digital disruption, de-leveraging and new entrants mean that the only certainty will be change.

The key question for every professional is – what do we do?

As part of our ‘Foundations for the Future’ series, this webinar will use case studies and provide practical ideas that can be immediately implemented, while exploring

1. Think fast; think slow; think no
2. Why no one expects the Black Swan
3. Why is common sense so uncommon in professional service firms
4. Making correct decisions when there’s too much data

View Details

This is a podcast of the ‘Trust Horror Stories... the 3rd Edition’ webinar held on 23 May 2019.

Many specialist advisers have business plans that consist of one word - ‘trusts’.

A significant reason for this is the myriad of seemingly never ending problems with trust deeds.

In the lead up to another 30 June, this webinar will explore numerous trust ‘horror’ stories that View has helped resolve – all shared with the aim of helping avoid similar problems arising in the future.

While our 2017 and 2018 ‘Trust Horror Stories’ webinars were two of our most popular events, the 2019 webinar is entirely new content, sourced from the last 12 months. Learn from a range of case studies, including –

1. All is fair in love and war (including unilateral amendment of family trust elections)
2. The trouble with predicting the future (a.k.a. bizarre vesting date definitions)
3. Lost, recreated, found, and then lost again trust deeds
4. When banks are bullies
5. Five law firms, three accountants, one incapacitated appointor … and the missing $32M credit loan

View Details

This is a podcast of the ‘Trust Vesting - the key ramifications’ held on 3 May 2018.

The range of issues that can potentially undermine the intentions of a trustee when a trust has, or is about to, vest is almost limitless.  The potential taxation and stamp duty consequences are similarly broad.

This presentation will use detailed case study examples to explore all key aspects of trust vesting, including:

1. with the tax and stamp duty implications of trust vesting
2. the fundamental practical issues
3. asset protection considerations
4. the impact on related estate planning arrangements

possible work arounds, including accessing the ‘never ending’ trust regime

View Details

This is a podcast of the ‘Estate Planning 2018 – Where are we at?’ held on 21 February 2018.

The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months.  This presentation will use case studies to explore all key recent developments including:

1. the key estate planning related court decisions over the last 12 months
2. taxation and stamp duty changes impacting on estate planning
3. the impact of the July 2017 superannuation changes
4. latest examples of the attitude of the Australian Taxation Office towards various estate planning strategies
5. insights into the latest bespoke planning opportunities

View Details

This is a podcast of the ‘The 7 Steps to Success – Implementing View’s Turn-key adviser facilitated estate planning platform’ held on 8 March 2018.

Estate planning is increasingly the ‘new black' for many financial advisers, accountants and risk advisers.  Indeed, adviser facilitated estate planning is one of the very few areas of the law where advisers and clients can work collaboratively and constructively.

View’s web-based estate planning platform is widely recognised as the solution of choice by leading advisers.

This session will explore the latest strategies financial advisers, accountants, risk advisers and other lawyers have been leveraging View’s platform to radically improve their estate planning offerings – and in turn deliver client solutions that simultaneously create immediately profitable income streams for referrers.

This webinar will unlock for advisers a step by step guide on how they can immediately implement facilitated estate planning for their clients.

View Details

This is a podcast of the ‘Foundations for the future the 'how to do it' webinar – How to incubate and iterate your business model - now’ held on 8 February 2018.

Many observers are predicting that the changes to the legal and professional services industries over the next 3 years will be unprecedented.

A ‘perfect storm’ across issues such as digital disruption, de-leveraging and new entrants mean that the only certainty will be change.

The key question for every professional is – what do we do?

As part of our ‘Foundations for the Future’ series, this webinar will use case studies and provide practical ideas that can be immediately implemented, while exploring -

1. The Innovation 'Bible'
2. The power of 'and'
3. Where do all the good ideas come from
4. What’s better, what’s best for professional service firms right now

Purchase Full Webinar

View Details

This is a podcast of the ‘Foundations for the future the how to do it webinar – Purpose lead performance’ held on 2 November 2017.

Many observers are predicting that the changes to the legal and professional services industries over the next 3 years will be unprecedented.

A ‘perfect storm’ across issues such as digital disruption, de-leveraging and new entrants mean that the only certainty will be change.

The key question for every professional is – what do we do?

As part of our ‘Foundations for the Future’ business models program, this this webinar will be presented by Matthew Burgess and will use case studies and provide practical ideas that can be immediately implemented, while exploring –

1. the self awareness cheat
2. the undeniable truths for professional service firms
3. why starting the business model re-engineering journey must start now
4. how to iterate the core principles of professional service firms to achieve superior performance

Watch Full Webinar

View Details

This is a podcast of the webinar ‘An Asset Protection Master Class’ held on 18 October 2017.

View’s web-based estate planning platform is widely recognised as the solution of choice by leading advisers.

We are excited to confirm that the platform now offers, nationwide, a comprehensive adviser centric solution for probate and estate administration.

This session will explore the key ways financial advisers, accountants, risk advisers and other lawyers can leverage View’s platform to radically expand their estate planning related offerings.

Find out how the platform can allow you to deliver facilitated probate and estate administration solutions, safe in the knowledge that the legal documents will be delivered by one of the leading provider in the space – with all products being priced on an upfront and service guaranteed fixed price basis.

View Details

This is a podcast of the webinar ‘An Asset Protection Master Class’ held on 13 September 2017.

The need to take active steps to protect assets and wealth is longstanding.

Arguably however, those concerns have never been taken more seriously by a greater number of people than they are currently.

To many people, asset protection means being able to control assets or have access to assets which the person does not legally own, such that if the person is successfully sued these assets will not be available to be used to recompense the successful litigant.

However this is only one aspect of a comprehensive asset protection strategy.

This webinar explores the key foundations to achieving best practice asset protection, deeply exploring the often used mantras –

1. In times of peace, prepare for war
2. Begin with the end in mind
3. Prevention is better than any cure
4. Measure twice; cut once

View Details

This is a podcast of the webinar ‘Estate Planning War Stories’ held on 24 August 2017.

Story telling is the cornerstone of explaining and understanding any principle. View’s experience in the estate planning area is that there a few approaches as memorable as learning based on ‘war stories’.

This webinar explores a series of View’s most popular ‘war stories’ to explain 10 of the most important estate planning principles.

Learn lessons, based around concepts including –

1. It’s the ‘vibe’
2. Being stuck in the middle
3. ‘It depends’

View Details

This is a podcast of the webinar ‘Probate and estate administration – Everything you need to know’ held on 26 July 2017.

Estate planning is widely considered the ‘new black’ for many advisers.

The ‘next wave’ for advisers, particularly as the baby boomer generation enters the last phase of their life span, is probate and estate administration.

The administration of a deceased estate is a heavily regulated area and there are many aspects that can cause irreversible damage if misunderstood.

This webinar will step through all the key issues that advisers need to know in relation to the administration of any deceased estate, including –

1. Discussion about what probate is exactly, when is it needed and how do you get it
2. Exploration of the key steps in obtaining probate
3. Analysing the key steps in estate administration
4. Identifying the key areas where advisers can add value
5. Numerous case study examples

View Details

This is a podcast of Foundations for the future the ‘how to do it’ webinar – Persistence creates perfection held on 22 June 2017.

Many observers are predicting that the changes to the legal and professional services industries over the next 3 years will be unprecedented.

A ‘perfect storm’ across issues such as digital disruption, de-leveraging and new entrants mean that the only certainty will be change.

The key question for every professional is – what do we do?

As part of our ‘Foundations for the Future’ business models program, this this webinar will be presented by Matthew Burgess and will use case studies and provide practical ideas that can be immediately implemented, while exploring –

1. Why habit creation is so critical
2. Learning the key lessons (by stealing from the best)
3. Fixed v growth mindsets in professional service firms
4. Why the optimistic opportunists are winning

View Details

This is a podcast of the webinar ‘Trust Horror Stories’ held on 25 May 2017.

Many specialist advisers have business plans that consist of one word - ‘trusts’.

A significant reason for this is the myriad of seemingly never ending problems with trust deeds.

In the lead up to another 30 June, this webinar will explore numerous trust ‘horror’ stories that View has helped resolve – all shared with the aim of helping avoid similar problems arising in the future.

Learn from case studies titled –

1. The one day trust
2. The missing beneficiary
3. When 1 trust became 2; but no-one knew it
4. 15 years of failed trust distributions
5. 1 trust, 2 deaths and 3 tax bills

View Details

This is a podcast of the webinar ‘Adviser facilitated Estate planning – Everything you need to know to deliver exceptional value’ held on 22 March 2017.

Estate planning is the ‘new black' for many advisers.  Indeed, adviser facilitated estate planning is one of the very few areas of the law where advisers and clients can work collaboratively and constructively.

View’s web-based estate planning platform is widely recognised as the solution of choice by leading advisers.

This session will explore the key ways financial advisers, accountants, risk advisers and other lawyers you can leverage View’s platform to radically improve their estate planning offerings – and in turn deliver client solutions that simultaneously create immediately profitable income streams for referrers.

This webinar will build on and explore in detail some of the estate planning strategies mentioned briefly in our 2016 adviser facilitation webinars.  There is no need for you to have attended the previous webinars to get value from this webinar.  For those who did attend the 2016 webinars, the vast majority of content in this webinar will be new.

Watch The Webinar

View Details

This is a podcast of the webinar ‘Estate planning in 2017 – where are we at?’ held on 23 February 2017.

The pace of evolution of all aspects of estate planning has continued to intensify over the last 18 months. This presentation will use case studies to explore all key recent developments including:

1. the key estate planning related court decisions over the last 18 months
2. taxation and stamp duty changes
3. examples of the attitude of the Australian Taxation Office towards various estate planning strategies
4. bespoke planning opportunities

View Details

This is a podcast of the webinar ‘Foundations for the future the ‘how to do it’ webinar series – Topic 1 – Defining and monetising your passion’ held on 2 February 2017.

Many observers are predicting that the changes to the legal and professional services industries over the next 3 years will be unprecedented.

A ‘perfect storm’ across issues such as digital disruption, de-leveraging and new entrants mean that the only certainty will be change.

The key question for every professional is – what do we do?

As part of our ‘Foundations for the Future’ series, this webinar will use case studies and provide practical ideas that can be immediately implemented, while exploring –

1. The science underpinning why ‘the why’ is the key to success
2. How strengths based specialisation can be the ‘secret sauce’
3. Finding ‘flow’ – and locking it in
4. Counterintuitive team management

Purchase Full Webinar
https://viewlegal.com.au/recorded-webinars/

View Details

This is a podcast of the webinar ‘Adviser facilitated Estate planning – Everything you need to know to deliver exceptional value’ held on 12 October 2016.

Estate planning is the ‘new black' for many advisers. Indeed, adviser facilitated estate planning is one of the very few areas of the law where advisers and clients can work collaboratively and constructively.

View’s web-based estate planning platform is widely recognised as the solution of choice by leading advisers.

This session will explore the key ways financial advisers, accountants, risk advisers and other lawyers you can leverage View’s platform to radically improve their estate planning offerings – and in turn deliver client solutions that simultaneously create immediately profitable income streams for referrers.

View Details

This is a podcast of the webinar ‘40 Forms of Trusts’ held on 22 September 2016.

The concept of a trust is in theory relatively simple - just involving one party (the trustee) holding assets for the benefit of others (the beneficiaries).

Given however that there are only a few core elements which must be satisfied to have a valid trust relationship, overtime advisers and clients alike have largely only been limited by their imagination in terms of the way in which they craft any particular trust deed.

This presentation will explore 40 different trust structures, including:

1. The increasingly popular ‘GST’ structure
2. All key forms of protective trusts
3. Secret trusts
4. International structures
5. Perpetuity trusts
6. Legitimate tax advantaged trusts

View Details

This is a podcast of the webinar ‘2016 Pricing Master Class with Ron Baker’ held on 7 September 2016.

In Australia for the first time in 3 years, the founder of VeraSage Institute (the leading think tank dedicated to educating professionals internationally), Ron Baker delivered an interactive 90-minute session.

The webinar explored how accounting and financial planning firms are embracing a superior business model: selling intellectual capital; not time.

In a discussion facilitated by Matthew Burgess, no questions were off limits as Ron Baker, using numerous case study examples –

1. explains how value pricing delivers enormous competitive advantages
2. demystifies the number one driver of profitability in professional service firms
3. explores what you can implement immediately to begin ‘pricing on purpose’
4. provides a deep analysis of his ‘Eight Steps to implementing Value Pricing’
5. analyses the arguments against ‘burning the timesheet’

View Details

This is a podcast of the webinar ‘Post-Death Estate Planning Strategies’ held on 24 August 2016.

Generally a comprehensive estate plan must be implemented well before a person dies or loses capacity. There are some exceptions to this rule and with the aging population it is vital for all advisers to be aware of the main strategies available.

This presentation will consider key post death estate planning strategies including:

1. All forms of post death testamentary trusts
2. Related ‘special purpose’ trusts (including child maintenance trusts)
3. The key tax, stamp duty and commercial issues
4. Adjacent planning opportunities, including statutory wills
5. Detailed case study examples

View Details

This is a podcast of the webinar ‘Everything you need to know about the new Small Business Rollover rules’ held on 21 July 2016.

Subdivision 328-G commenced on July 1 2016, with the intention of providing Small Businesses with flexibility to restructure into a more appropriate form.

The range of issues to consider when restructuring are potentially broad.

While existing rollovers apply only in narrow circumstances, the new provisions provide a myriad of tantalising restructure opportunities.

This webinar will explore all technical aspects of the provisions and use numerous case studies, including:

1. what constitutes a ‘genuine restructure’;
2. using trust cloning and trust splitting as a restructuring method;
3. restructuring heritage trusts with proximate vesting dates or limited variation powers;
4. how to restructure from a sole-trader to a company owned by a family trust; and
5. other planning opportunities.

View Details

This is a podcast of the webinar ‘Business succession – Master class’ held on 21 April 2016.

The webinar was presented by specialist View team members Carrie Payne and Patrick Ellwood.

Leveraging off a raft of questions raised with us in recent months by advisers from across Australia, this in-depth ‘Master Class’ presentation will explore in detail a range of the most topical issues in the business succession space using case study example in areas including:

1. How most insurance funded buy-sell agreements operate;
2. The main alternatives available when determining how the insurance policies should be owned;
3. The taxation consequences of the different ownership approaches; and
4. The impact of all recent legislative changes, including recent modifications to the trust ownership approach.

View Details

This is a podcast of the webinar ‘Estate planning – Tools to grow your business’ held on 15 March 2016.

The webinar was presented by Tara Lucke and Patrick Ellwood, directors of View and widely recognised as two of Australia’s leading revenue focused lawyers in this area.

Estate planning is arguably the ‘new black’ for many advisers. One of the very few areas of the law where advisers and clients can work collaboratively and constructively. Estate planning and related areas can be a critical value proposition for any adviser wanting to remain relevant.

This session will explore five key ways you can deliver client solutions that will also grow your business, namely:

1. Online adviser facilitated estate planning;
2. Adviser facilitated probate and estate administration;
3. ‘All You Can Eat’ legal document access;
4. The VIP platform; and
5. The View Rewards program.

View Details

This is a podcast of the webinar ‘Firm of the Future – Now’ held on 17 February 2016.

The webinar was presented by Tara Lucke and Matthew Burgess, directors of View and widely recognised as two of Australia’s leading revenue focused lawyers in this area.

The impact of radical market changes and ever increasing complexity, mean the business models of all professional service firms (PSF) are under constant reassessment.

Many argue that the key to success, and perhaps even survival, is to create a true ‘Firm of the Future’.

This session will deconstruct why the concept is gaining such traction and provide deep insight from someone who has twice in the last 5 years re-written the PSF rule book.

5 key benefits –

• How to learn what not to do – quickly!;
• Demystifying the key building blocks of a firm of the future;
• The 3 P’s – Process, Product and Pricing;
• Inside account of how to create a true firm of the future; and
• Exploring how the good artists borrow; and the great artists steal.

View Details

This is a podcast of the webinar ‘Enduring powers of attorney and guardianship – everything you need to know’ held on 17 November 2015.

The webinar was presented by Tara Lucke and Patrick Ellwood, directors of View and widely recognised as two of Australia’s leading revenue focused lawyers in this area.

Arguably, one of the most contentious areas of estate planning relates to enduring powers of attorney and guardianship.

There is an array of issues that must be taken into account in relation to appointing attorneys and guardians.

In this 60-minute presentation, we explored some of the key things that advisers must address, including:

1. how to structure the appointment of more than one attorney;
2. the interrelationship between attorneys, enduring attorneys, guardians, executors and binding death benefit nominations;
3. the interplay of these arrangements across state and international borders;
4. the role of state government departments; and
5. the implications of recent court decisions, including the high court’s decision in Stanford.

View Details

This is a podcast of the webinar ‘Bust proofing trusts’ held on 8 October 2015.

The webinar was presented by Patrick Ellwood and Matthew Burgess director of View Legal and widely recognised as two of Australia’s leading revenue focused lawyers in this area.

Longstanding views about the form and level of asset protection afforded by trusts have been challenged and made less certain by a number of recent court decisions and legislative changes.

This presentation explored the key issues to consider when seeking to “bust-proof” a trust, including:

1. minimising challenges on taxation grounds;
2. the consequences of recent family court decisions involving trusts;
3. practical recommendations when dealing with structuring new trusts;
4. the ongoing impact of the decision in the Richstar case in 2006;
5. relevant bankruptcy issues; and
6. the critical issues to consider whenever establishing or amending a trust deed.

View Details

This is a podcast of the webinar ‘I’m a celebrity get me out of here – estate planning horror stories of the rich and famous’ held on 17 September 2015.

The webinar was presented by Matthew Burgess and Patrick Ellwood, directors of View and widely recognised as two of Australia’s leading revenue focused lawyers.

There are a myriad of estate planning issues to consider using examples from celebrity estate planning failures. Insights from practical unsuccessful use of estate planning tools by celebrities in their estate planning.

Case studies included:

1. Michael Hutchence’s international gift and loan back arrangement
2. The Reinhart Family and trust vesting tips
3. Dame Elizabeth Murdoch’s life lessons
4. Winston Churchill and keeping it simple
5. The Lew Family and ‘outlaw’ planning
6. Ken Talbot and the use of memorandums of directions
7. Michael Wright and the $250K diamond encrusted bass guitar

View Details

This is a podcast of the webinar ‘Testamentary trusts – bespoke planning opportunities’ held on 18 August 2015.

The webinar was presented by specialist View team members Carrie Payne and Matthew Burgess.

The ongoing evolution of all aspects of estate planning has increasingly seen more creative uses of testamentary trusts. This presentation explored a range of planning opportunities for testamentary trusts including:

1. Planning in relation to assets that do not otherwise form part of a will maker’s estate;
2. Tax treatment of each asset class owned via a testamentary trust;
3. The attitude of the Australian Taxation Office towards testamentary trusts and various planning strategies;
4. Testamentary trust cloning and splitting
5. Bespoke company constitutions and fettering of a trustee’s discretion; and
6. Changing the domicile of a testamentary trust.

View Details

This is a podcast of the webinar ‘Rollovers and corporate reconstructions’ held on 16 July 2015.

The webinar was presented by specialist View team members Samantha Hayes and Patrick Ellwood. This interactive presentation centered around a particular case study, and:

Considers the asset protection, tax and commercial issues with the structure in the case study;

1. Provides specific restructure recommendations for achieving optimal asset protection and tax effectiveness;
2. Analyses specific capital gains tax roll-overs and Division 152 concessions;
3. Explores the way in which stamp duty corporate reconstruction relief can assist; and
4. Discusses the use of tax consolidated groups in the SME environment.

View Details

This is a podcast of the webinar ‘The Rinehart decision explained – estate planning 101 and other lessons’ held on 24 June 2015.

The webinar was presented by Patrick Ellwood and Matthew Burgess, directors of View and widely recognised as two of Australia’s leading revenue focused lawyers in this area.

The recent decision in Hancock v Rinehart [2015] NSWSC 646 (28 May 2015), highlights how any estate planning and business succession exercise can potentially result in years of protracted litigation, and the complete breakdown in family relationships.

This webinar provided practical insights into the estate planning process by methodically tracing the Rinehart matter. The webinar covered:

1. Lang Hancock’s will and estate planning strategies
2. the Tax Office Private Rulings obtained by Gina Rinehart
3. the impact of trust vesting dates and trusteeship;
4. the recent decision to hand Bianca Rinehart control of the ‘Hope Margaret Hancock Trust’ and a $5 Billion asset; and
5. the roles and responsibilities of professional advisers providing tax and estate planning advice.

View Details

This is a podcast of the webinar ‘Superannuation and Estate planning Master class’ held on 29 April 2015.

The webinar was presented by Patrick Ellwood and Matthew Burgess, directors of View and widely recognised as two of Australia’s leading revenue focused lawyers in this area.

This 90 minute presentation focused on estate planning issues that need to be considered to ensure assets are protected from family disputes, including spendthrift beneficiaries and creditors, including:

1. recent cases regarding death benefit nominations;
2. strategies for death benefit nominations, reversionary pensions and superannuation wills;
3. approaches for aligning superannuation entitlements with wider estate plans; and
4. the impact of adjacent areas of the law including enduring powers of attorney, marriage breakdowns and the ‘notional estate’ provisions that can apply where wills are challenged.

View Details

This is a podcast of the webinar ‘How to access market leading advice …. For less than $1 a week’ held on 25 February 2015.

The webinar was facilitated by legendary entrepreneur Paul Dunn, Chairman of B1G1 – Business for Good. With Paul, View directors Matthew Burgess and Tara Lucke, explored the key themes in the revolution of professional service advice, including how advisers can best leverage the ‘VIP platform’.

The VIP (View Intellectual Property) platform is a subscription service that, for the first time, creates access to high quality legal advice at exceptional value on a wholesale basis to accountants, financial planners and lawyers Australia wide.

The platform has been built around market feedback and includes a number of features available exclusively to subscribers.

View Details

This is a podcast of the webinar ‘Testamentary trusts: key revenue issues’ held on 29 October 2014.

The webinar was presented by Tara Lucke and Matthew Burgess, directors of View and widely recognised as two of Australia’s leading revenue focused lawyers in this area.

This 90 minute presentation specifically addresses:

1. Distributions from testamentary trusts, including:
   1. distributions to minor beneficiaries
   2. external accretions to testamentary trusts after death
   3. the treatment of capital gains
2. Implications of holding a main residence in a testamentary trust
3. The transfer of assets from:
   1. the will maker to the LPR
   2. the LPR to the testamentary trust
   3. the testamentary trust to a beneficiary during the term of the trust and on vesting.

View Details

This is a podcast of the live seminar – ‘Restructuring businesses for asset protection and succession’ – held on 8 October 2014.

The seminar was presented by Matthew Burgess, Patrick Ellwood and Tara Lucke, directors of View and widely recognised as three of Australia’s leading revenue focused lawyers in this area.

The seminar centred around the provided case study, and specifically focused on:

• the asset protection, tax and commercial issues with the structure in the case study;
• our restructure recommendations for achieving optimal asset protection and tax effectiveness, utilising:
  • specific capital gains tax roll-overs and Division 152 concessions
  • stamp duty corporate reconstruction relief
  • tax consolidated groups

View Details

This is a podcast of the webinar ‘Trust cloning and splitting’ held on 7 August 2014.

The webinar was presented by Matthew Burgess and Patrick Ellwood, directors of View and widely recognised as two of Australia’s leading revenue focused lawyers in this area.

This 90 minute presentation specifically addresses:

• How does trust cloning work?
• How does trust splitting work?
• What tax and stamp duty exemptions are available?
• Latest developments and planning opportunities
• Practical issues surrounding tax returns, tax file numbers and GST registration
• Case studies explaining how trust cloning or splitting can be utilised to achieve a client’s asset protection and succession objectives

View Details

This is a podcast of the webinar ‘Estate planning – what’s new in 2014’ held on 22 July 2014.

The webinar was presented by Matthew Burgess and Patrick Ellwood, directors of View and widely recognised as two of Australia’s leading revenue focused lawyers in this area.

This presentation provides an insight into new developments in estate planning in 2014, including legislative changes, latest cases and new strategic approaches.

View Details

This is a podcast of the webinar ‘Failed trust distributions’ held on 20 May 2015.

The webinar was presented by Patrick Ellwood and Matthew Burgess, directors of View and widely recognised as two of Australia’s leading revenue focused lawyers in this area.

The range of issues that can potentially undermine the intentions of a trustee when attempting to make trust distributions is almost limitless.

As another 30 June approaches, this presentation methodically addresses all of the key scenarios that may see purported distributions fail, including:

• understanding the way in which beneficiaries are defined;
• notional settlor implications;
• trust to trust distributions and perpetuity rules; and
• implications of failed distributions.

View Details

This is a podcast of the webinar Estate planning and asset protection held on 25 March 2015.

The webinar was presented by Patrick Ellwood and Matthew Burgess, directors of View and widely recognised as two of Australia’s leading revenue focused lawyers in this area.

This 90 minute presentation focussed on estate planning issues that need to be considered to ensure assets are protected from family disputes, including spendthrift beneficiaries and creditors, including:

• asset protection strategies that can be implemented during a willmaker’s lifetime;
• the flow-through effect of those strategies under an estate plan; and
• the latest asset protection strategies in family law situations.

View Details

This is a podcast of the webinar ‘Superannuation and estate planning’ held on 3 December 2014.

The webinar was presented by Matthew Burgess and Patrick Ellwood, directors of View and widely recognised as two of Australia’s leading revenue focused lawyers in this area.

This 60 minute presentation provides an insight into a range of issues including:

1. Recent cases regarding death benefit nominations;
2. Strategies for death benefit nominations, reversionary pensions and superannuation wills;
3. Managing insurance proceeds in superannuation; and
4. Approaches for aligning superannuation entitlements with wider estate plans.

View Details

This is a podcast of the webinar ‘Are you ready for 30 June?’ held on 10 June 2014.

This webinar was presented by Matthew Burgess and Tara Lucke, directors of View and widely recognised as two of Australia’s leading revenue focused lawyers in this area.

This 90 minute presentation specifically addresses:

• ATO requirements for trustee distribution resolutions
• Critical trust deed clauses to review when preparing distribution resolutions
• Strategies for distributing to corporate beneficiaries
• Division 7A and UPE planning

View Details

This is a podcast of the webinar ‘Testamentary Trusts – The fundamentals’ held on 26 August 2014.

The webinar was presented by Matthew Burgess and Tara Lucke, directors of View and widely recognised as two of Australia’s leading revenue focused lawyers in this area.

This 90 minute presentation specifically addresses:

• testamentary trusts and bankruptcy
• testamentary trusts and the family court
• overview of the taxation of testamentary trusts
• protective trusts and other types of special testamentary trusts
• practical considerations for testamentary trusts