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#95 - Estate planning in 2025 Where are we at?

ViewLegal Podcast

Release Date: 02/14/2025

#103 - Trust Distribution Disasters ... & how to avoid them    show art #103 - Trust Distribution Disasters ... & how to avoid them

ViewLegal Podcast

  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:   options in relation to streaming of capital gains   how to align distribution resolutions with trust deed provisions   ...

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#102 - Taxation of Testamentary Trusts - Summarised, Simplified and Synthesised  show art #102 - Taxation of Testamentary Trusts - Summarised, Simplified and Synthesised

ViewLegal Podcast

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:  tax treatment during each step of the life cycle of a testamentary trust;  discussion of Australian Taxation Office approaches with...

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#101 - Perfecting Pricing Principles show art #101 - Perfecting Pricing Principles

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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...

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#100 - Lost Trust Deeds show art #100 - Lost Trust Deeds

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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...

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#99 - The Gift & Loan Back Strategy: A Master Class show art #99 - The Gift & Loan Back Strategy: A Master Class

ViewLegal Podcast

View’s (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 ...

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#98 -Trust Horror Stories … the 9th Edition show art #98 -Trust Horror Stories … the 9th Edition

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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. ...

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#97 - Asset protection planning; without paying tax and duty – what’s the latest  show art #97 - Asset protection planning; without paying tax and duty – what’s the latest

ViewLegal Podcast

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...

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#96 - Adviser Facilitated Estate Planning: & the Story Behind the Seven Steps to Success show art #96 - Adviser Facilitated Estate Planning: & the Story Behind the Seven Steps to Success

ViewLegal Podcast

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...

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#95 - Estate planning in 2025 Where are we at? show art #95 - Estate planning in 2025 Where are we at?

ViewLegal Podcast

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...

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#94 - 2024 The Year in ReView show art #94 - 2024 The Year in ReView

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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...

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More Episodes

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)

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 Listen to View’s previous episodes here.