ViewLegal Podcast
View Legal is a specialist law firm, focusing on tax, structuring, asset protection, business succession and estate planning. The founders of View Legal are committed to building a law firm that our friends would choose. View Legal is results focused and passionate about delivering solutions in a way that aligns with our 'SPS' - service and price satisfaction - guarantee.
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#100 - Lost Trust Deeds
06/14/2025
#100 - Lost Trust Deeds
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 . Reminder to View Community members – join us in the 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. : For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) : For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning : For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: · PODCAST: · PODCAST: Listen to View’s previous episodes
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#99 - The Gift & Loan Back Strategy: A Master Class
05/29/2025
#99 - The Gift & Loan Back Strategy: A Master Class
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 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 . Reminder to View Community members – join us in the 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. : For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) : For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning : For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: · Listen to View’s previous episodes
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#98 -Trust Horror Stories … the 9th Edition
05/16/2025
#98 -Trust Horror Stories … the 9th Edition
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 . Reminder to View Community members – join us in the 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. : For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) : For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning : For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: Listen to View’s previous episodes
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#97 - Asset protection planning; without paying tax and duty – what’s the latest
04/21/2025
#97 - Asset protection planning; without paying tax and duty – what’s the latest
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 . Reminder to View Community members – join us in the 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. : For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) : For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning : For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: · ·
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#96 - Adviser Facilitated Estate Planning: & the Story Behind the Seven Steps to Success
03/13/2025
#96 - Adviser Facilitated Estate Planning: & the Story Behind the Seven Steps to Success
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: All forms of testamentary trusts Enduring powers of attorney Super proceeds trusts and SMSF wills Post death strategies Memorandums of Directions For access to more webinars and resources join one (or all) of the . Reminder to View Community members – join us in the 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. : For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) : For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning : For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: Listen to View’s previous episodes
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#95 - Estate planning in 2025 Where are we at?
02/14/2025
#95 - Estate planning in 2025 Where are we at?
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 . Reminder to View Community members – join us in the 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. : For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) : For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning : For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #92 – Listen to View’s previous episodes
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#94 - 2024 The Year in ReView
11/14/2024
#94 - 2024 The Year in ReView
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): New Year, happy** it must be People are people**; lawyers are ... Making magic with the little things** Eat. Sleep. Fill in your timesheet. Repeat** Timesheets on (un)fire** as View announces abandoning of timesheets For access to more webinars and resources join one (or all) of the . Reminder to View Community members – join us in the 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. : For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) : For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning : For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #84 – PODCAST: #74 – Listen to View’s previous episodes
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#93 - Family Constitutions (AKA the strength of a family, lies in its loyalty to each other)
10/17/2024
#93 - Family Constitutions (AKA the strength of a family, lies in its loyalty to each other)
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: Why family constitutions can be useful What key issues should be addressed in any family constitution. When should morally binding arrangements be entered into When should legally enforceable arrangements be used What are the key risk areas advisers must avoid For access to more webinars and resources join one (or all) of the . Reminder to View Community members – join us in the 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. : For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) : For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning : For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: PODCAST: Listen to View’s previous episodes
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#92 - Key Estate Planning Lessons from Ultra High Net Wealth Families
09/13/2024
#92 - Key Estate Planning Lessons from Ultra High Net Wealth Families
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: Ken Talbot Dame Elisabeth Murdoch Rupert Murdoch Michael Hutchence (of INXS fame) and his mother Peter Wright Lang Hancock 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 . Reminder to View Community members – join us in the 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. : For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) : For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning : For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: PODCAST: Listen to View’s previous episodes
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#91 – Business Restructures and Asset Protection
08/23/2024
#91 – Business Restructures and Asset Protection
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: a comprehensive overview of the latest strategies to mitigate asset protection risks; an overview of the key issues to consider when establishing new businesses; specific examples demonstrating how to restructure existing businesses; and 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 . Reminder to View Community members – join us in the 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. : For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) : For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning : For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: PODCAST: Listen to View’s previous episodes
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#90 -Timeless questions … about going timeless
07/18/2024
#90 -Timeless questions … about going timeless
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: How do you know if team members are working? How do you know if you are making money? What metrics are used instead of hours recorded and recovered? What if clients demand a time print out or itemised account? What about areas such as transactional work and litigation – surely they can’t be fixed priced? Where do we start? Should we still keep recording time, just in case? For access to more webinars and resources join one (or all) of the . Reminder to View Community members – join us in the 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. : For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) : For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning : For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: PODCAST: Listen to View’s previous episodes
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#89 - To bind or not to bind – unbundling the great BDBN debate
06/14/2024
#89 - To bind or not to bind – unbundling the great BDBN debate
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: The various forms of superannuation nominations Why binding nominations are rarely the right approach What exactly is a ‘superannuation will’ What wins: BDBN or reversionary pension Should I be concerned about the notional estate regime Story sharing, including from leading court cases For access to more webinars and resources join one (or all) of the . Reminder to View Community members – join us in the 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. : For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) : For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning : For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: PODCAST: Listen to View’s previous episodes
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#88 - Trust Horror Stories… the 8th Edition
05/17/2024
#88 - Trust Horror Stories… the 8th Edition
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 . Reminder to View Community members – join us in the 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. : For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) : For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning : For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: Listen to View’s previous episodes .
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#87 - Ousting the Outlaws in Estate Planning
04/18/2024
#87 - Ousting the Outlaws in Estate Planning
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: Structuring new trusts to achieve appropriate safety Conversion of existing trusts to achieve adequate protection Approaches in the design of testamentary trusts Legitimately minimising the rights of estranged family members Story sharing, including from leading court cases For access to more webinars and resources join one (or all) of the . Reminder to View Community members – join us in the 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. : For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) : For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning : For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: PODCAST: Listen to View’s previous episodes
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# 86 - Adviser Facilitated Estate Administration and Probate: Stories of Success
03/18/2024
# 86 - Adviser Facilitated Estate Administration and Probate: Stories of Success
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: The main steps in obtaining probate Opportunities for advisers delivering facilitated estate administration solutions Pricing of estate administration products Examples and story sharing For access to more webinars and resources join one (or all) of the . Reminder to View Community members – join us in the 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. : For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) : For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning : For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: PODCAST: Listen to View’s previous episodes
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# 85 – Estate planning in 2024 – where are we at?
02/16/2024
# 85 – Estate planning in 2024 – where are we at?
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 . Reminder to View Community members – join us in the 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. : For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) : For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning : For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: PODCAST: Listen to View’s previous episodes
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# 84 – Year in ReVIEW
11/16/2023
# 84 – Year in ReVIEW
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 . Reminder to View Community members – join us in the 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. : For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) : For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning : For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: PODCAST: Listen to View’s previous episodes
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# 83 – Speaking and Presenting: Adviser Hacks
10/22/2023
# 83 – Speaking and Presenting: Adviser Hacks
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 . Reminder to View Community members – join us in the 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. : For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) : For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning : For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: PODCAST: Listen to View’s previous episodes
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# 82 – Designer Trusts: Split, Cloned, Umbrella and Corporate Trusts
09/15/2023
# 82 – Designer Trusts: Split, Cloned, Umbrella and Corporate Trusts
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: leading cases trust law rules tax risks stamp duty exposures commercial ramifications For access to more webinars and resources join one (or all) of the . Reminder to View Community members – join us in the 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. : For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) : For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning : For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: PODCAST: Listen to View’s previous episodes
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#81 – Superannuation and Estate Planning: A recipe for disaster
08/24/2023
#81 – Superannuation and Estate Planning: A recipe for disaster
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 . Reminder to View Community members – join us in the 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. : For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) : For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning : For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: PODCAST: Listen to View’s previous episodes
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#80 – Distributed, digitalised and democratised: latest lessons learnt on PSF business models
07/23/2023
#80 – Distributed, digitalised and democratised: latest lessons learnt on PSF business models
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 . Reminder to View Community members – join us in the 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. : For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) : For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning : For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: Listen to View’s previous episodes
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#79 – Family Trust Deeds: What all advisers must know
06/18/2023
#79 – Family Trust Deeds: What all advisers must know
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 . Reminder to View Community members – join us in the 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. : For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) : For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning : For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: some solutions PODCAST: Listen to View’s previous episodes
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#78 – Trust Horror Stories … the 7th Edition
05/21/2023
#78 – Trust Horror Stories … the 7th Edition
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: But 2010 isn’t that long ago, is it (?) Non-bare bare trusts and unstamped trust declarations 1x lost codicil, 2x court application, 3x testamentary trust When 12 trusts are barely enough Trust succession on incapacity – does it matter? For access to more webinars and resources join one (or all) of the . Reminder to View Community members – join us in the 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. : For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) : For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning : For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: PODCAST: PODCAST: Listen to View’s previous episodes
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#77 – Blended families and estate planning – 14 Further Strategies for Success
04/28/2023
#77 – Blended families and estate planning – 14 Further Strategies for Success
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: Rinehart Rules Creating a Never Ending Story 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 . Reminder to View Community members – join us in the 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. : For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) : For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning : For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: PODCAST: PODCAST: Listen to View’s previous episodes
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#76 – Adviser Facilitated Business Succession Planning: The Steps for Success
03/16/2023
#76 – Adviser Facilitated Business Succession Planning: The Steps for Success
Business succession planning, as part of holistic estate planning, is arguably 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. 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 . Reminder to View Community members – join us in the 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. : For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) : For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning : For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: Listen to View’s previous episodes
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#75 – Estate planning in 2023 – where are we at?
02/19/2023
#75 – Estate planning in 2023 – where are we at?
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 . Reminder to View Community members – join us in the 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. : For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) : For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning : For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #67 – PODCAST: #66 –
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#74 - A Story for You: 2022 – The Year in ReView
11/18/2022
#74 - A Story for You: 2022 – The Year in ReView
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 . Reminder to View Community members – join us in the 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. : For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) : For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning : For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: PODCAST: Listen to View’s previous episodes .
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#73 - Selling Solutions as a Service (AKA: Subscription for PSFs unbundled)
10/27/2022
#73 - Selling Solutions as a Service (AKA: Subscription for PSFs unbundled)
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 . Reminder to View Community members – join us in the 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. : For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) : For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning : For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: PODCAST: Listen to View’s previous episodes
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#72 - Post Death Trusts = Asset Protection + Tax Planning
09/20/2022
#72 - Post Death Trusts = Asset Protection + Tax Planning
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 . Reminder to View Community members – join us in the 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. : For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) : For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning : For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST ARTICLE: Listen to View’s previous episodes
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#71 - Superannuation War Stories
08/26/2022
#71 - Superannuation War Stories
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 . Reminder to View Community members – join us in the 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. : For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) : For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning : For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: PODCAST: Listen to View’s previous episodes
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