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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#111 - Common Sense: Professional Service Firm Superpower or Unicorn Poop?
07/17/2026
#111 - Common Sense: Professional Service Firm Superpower or Unicorn Poop?
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 . 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:
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#110 - Tax on death: The Key CGT Rules Explained
06/18/2026
#110 - Tax on death: The Key CGT Rules Explained
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: How the CGT cost base rules work What occurs in relation to losses The impact of various forms of testamentary trusts Key issues to be aware of with non-resident assets or non-resident beneficiaries 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 . 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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#109 - Trust Horror Stories … the 10th Anniversary Edition
05/15/2026
#109 - Trust Horror Stories … the 10th Anniversary 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 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 . 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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#108 - Asset Revaluation Reserves: A Holistic Estate Planning Strategy Unpacked
04/20/2026
#108 - Asset Revaluation Reserves: A Holistic Estate Planning Strategy Unpacked
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: How to create an ARR What the trust deed must provide to allow a valid ARR What other documentation is required to implement an ARR Consideration of the key revenue and trust law risks with ARRs Exploration of leading ARR decisions and case study examples 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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#107 - Adviser Facilitated Business Succession Planning: The Steps for Success
03/27/2026
#107 - Adviser Facilitated Business Succession Planning: The Steps for Success
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 . 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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#106 - Estate Planning 2026 Where are we at
02/20/2026
#106 - Estate Planning 2026 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: PODCAST: Listen to View’s previous episodes
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#105 - 2025 The Year in ReView
11/14/2025
#105 - 2025 The Year in ReView
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 . 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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#104 - Securing succession of SMSFs as part of an estate plan
11/14/2025
#104 - Securing succession of SMSFs as part of an estate plan
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 . 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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#103 - Trust Distribution Disasters ... & how to avoid them
09/21/2025
#103 - Trust Distribution Disasters ... & how to avoid them
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 managing the consequences of family trust elections and interposed entity elections trustee resolutions post Lewski 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 . 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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#102 - Taxation of Testamentary Trusts - Summarised, Simplified and Synthesised
08/22/2025
#102 - Taxation of Testamentary Trusts - Summarised, Simplified and Synthesised
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 testamentary trusts and structuring strategies; restructuring alternatives in relation to existing testamentary trusts; intergenerational tax planning with testamentary trusts; and ‘perpetual’ testamentary trusts. 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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#101 - Perfecting Pricing Principles
07/28/2025
#101 - Perfecting Pricing Principles
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 . 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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#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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