ViewLegal Podcast

Asset protection strategies continue to be a key issue for advisers and their customers. Simplistically, asset protection can be as basic as moving assets out of the personal name of at risk individuals – an approach that can always deliver results; as long as tax and duty consequences are ignored. Traditionally gift and loan back arrangements have been the go-to strategy in all asset protection situations where transaction costs are prohibitive. Particularly in the estate planning arena however gift and loan back arrangements have been the subject of ongoing controversy. In this webinar, get the inside story in this space, on topics such as: What are the key issues with gift and loan back arrangements How have gift and loan back arrangements evolved over time What are the key implementation and drafting issues Do the leading cases remain relevant What other planning opportunities should be considered For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: ·      PODCAST: #72 – Post Death Trusts = Asset Protection + Tax Planning  ·      PODCAST: #33 – An Asset Protection Master Class  Listen to View's previous episodes here 

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 View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #92 – Key Estate Planning Lessons from Ultra High Net Wealth Families  PODCAST: #87 – Ousting the Outlaws in Estate Planning    Listen to View's previous episodes here. 

The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months. This webinar will leverage story telling to explore all key recent developments in holistic estate planning, including:  key estate planning related court decisions  taxation and stamp duty changes impacting on estate planning  the impact of key legislation changes  latest examples of the attitude of the Australian Taxation Office towards various estate planning strategies insights into the latest bespoke planning opportunities we have sourced from the last 12 months including addressing Perpetuity Trusts, informal wills and mandated superannuation arrangements  For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #92 – Key Estate Planning Lessons from Ultra High Net Wealth Families  PODCAST: #87 – Ousting the Outlaws in Estate Planning    Listen to View's previous episodes here. 

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 View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #84 – Year in ReVIEW 2023  PODCAST: #74 – Year in ReVIEW 2022  Listen to View's previous episodes here 

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 View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #79 – Family Trust Deeds: What all advisers must know PODCAST: #69 – Agribusinesses + Trusts: The formula to avoid Failure Listen to View's previous episodes here. 

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 View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #87 – Ousting the Outlaws in Estate Planning  PODCAST: # 85 – Estate planning in 2024 – where are we at?   Listen to View's previous episodes here 

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 View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #72 – Post Death Trusts = Asset Protection + Tax Planning  PODCAST: #43 – The 9 Key Principles of Asset Protection  Listen to View's previous episodes here. 

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 View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #60 The 3 P's Unbundled: Productisation, Positioning and Pricing  PODCAST: #42 – Unbundling the Pricing Debate (& how to actually trash your timesheet)    Listen to View's previous episodes here. 

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 View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #81 – Superannuation and Estate Planning: A recipe for disaster  PODCAST: #59 Superannuation + Incapacity: The formula to avoid failure   Listen to View's previous episodes here.

Many specialist advisers have business plans that consist of one word - ‘trusts'. A significant reason for this is the myriad of seemingly never ending problems with trust deeds. In the lead up to another 30 June, this webinar will explore numerous trust ‘horror' stories that View has helped resolve – all shared with the aim of helping avoid similar problems arising in the future. Every year since 2017 View's ‘Trust Horror Stories' webinars have been one of our most popular events, the 2024 webinar is entirely new content, sourced from the last 12 months. Learn from a range of case studies, including: 1.       What could possibly go wrong? 2.       Directors, wet signing and banks being banks 3.       Home sweet home … trusts and land tax 4.       Tax law v property law … and the winner is? 5.       Save Ferris!: owning assets on trust for oneself For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: Trust Horror Stories the 7th Edition PODCAST: Trust Horror Stories the 6th Edition Listen to View's previous episodes here.   

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 View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #81 – Superannuation and Estate Planning: A recipe for disaster  PODCAST: #77 – Blended families and estate planning – 14 Further Strategies for Success  Listen to View's previous episodes here.

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 View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #56 – Adviser Facilitated Administration and Probate: the Seven Steps to Successfully Implement View's Turn-key Solution  PODCAST: #34 – Adviser facilitated Probate and Estate Administration Listen to View's previous episodes here.

The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months.  This webinar will leverage story telling to explore all key recent developments in holistic estate planning, including: key estate planning related court decisions taxation and stamp duty changes impacting on estate planning the impact of key legislation changes latest examples of the attitude of the Australian Taxation Office towards various estate planning strategies insights into the latest bespoke planning opportunities we have sourced from the last 12 months including addressing Perpetuity Trusts, informal wills and mandated superannuation arrangements For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #81 – Superannuation and Estate Planning: A recipe for disaster  PODCAST: #77 – Blended families and estate planning – 14 Further Strategies for Success Listen to View's previous episodes here. 

At least once a week throughout the course of 2023, Matthew Burgess has shared insights in relation to business model iterations, the future of the professions, time billing and many other insights and observations. In this special event, Matthew reviews the highs and lows from 2023 in what will be a fast paced, thought-provoking and at times likely controversial one hour webinar. Best of all, the entry price is at one of Matthew's favourite price points, namely, free!   For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #74 Year in ReVIEW 2022  PODCAST: #67 Year in ReVIEW 2021  Listen to View's previous episodes here. 

At last count there were over 2,150 separate speaking and presentation skills that Matthew Burgess of View has studied and leveraged. This webinar will provide a modern day version of the Pareto Principle (aka the 80-20 rule, that is 80% of a result comes from 20% of the input). The modern day iteration being that it is in many situations more like a 99-1 rule; not 80-20.  That is 99% of a result can be sourced from merely 1% of the input. This webinar will focus on the key foundational speaking strategies to help you and your team create radically disproportionate improvements in all forms of communication, including: A ‘go to' structure for every presentation, of any description. Overview of the key speaking strategies. A deeper dive into critical speaking skills (being the 1% that are likely to be the most impactful). Further learning guidance. For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #45 – Exploring the Science of Sales  PODCAST:  #70 – Helpful Hacks  Listen to View's previous episodes here. 

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 View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #77 – Blended families and estate planning – 14 Further Strategies for Success  PODCAST: #59 Superannuation + Incapacity: The formula to avoid failure  Listen to View's previous episodes here.

The pace of evolution of all aspects of superannuation related estate planning has continued to intensify over the last 12 months.  This webinar provides an insight into a range of issues to help advisers avoid the combination of estate planning and superannuation leading to a disaster, including: Recent cases regarding death benefit nominations, including key issues for all advisers to be aware of Interplay of death benefit nominations, reversionary pensions, superannuation living wills and superannuation wills from an adviser's perspective Managing insurance proceeds in superannuation Valid approaches for aligning superannuation entitlements with wider estate plans For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #77 – Blended families and estate planning – 14 Further Strategies for Success  PODCAST: #59 Superannuation + Incapacity: The formula to avoid failure  Listen to View's previous episodes here.

Many observers are predicting that the changes to the professional services industries over the next 3 years will be unprecedented. A ‘perfect storm' across issues such as digital disruption, de-leveraging and new entrants mean that the only certainty will be change. The key question for every professional is – what do we do? This case study based webinar will provide practical and actionable ideas learnt by View (often the hard way) over the last 36 months, addressing themes including: The impact of digitalisation and technology Why the time is now for distributed solopreneurs and boutique firms Exploring the democratisation of service providers and the key ‘3 P's' (process, product and pricing) For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #63 Project management: One View  PODCAST: #36 – Foundations for the future the ‘how to do it' webinar – How to incubate and iterate your business model  PODCAST:#18 – Firm of the Future – Now  Listen to View's previous episodes here. 

The Tax Office and Courts alike are increasingly focused on trustees who inadvertently breach the terms of a trust deed. Invariably the any adviser assisting the trust will be implicated in any alleged breach. This case study based webinar will explain the key issues all advisers must be aware of with trust deeds, including: Definitions of income and capital Understanding the key beneficiary classes Family Trust Elections and Interposed Entity Elections Vesting and perpetuity issues Valid exercise of variation powers For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #52 – Lost trust deeds – some solutions  PODCAST: #76 – Adviser Facilitated Business Succession Planning: The Steps for Success  Listen to View's previous episodes here.

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 View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #68 – Trust Horror Stories … the 6th Edition  PODCAST: #58 Trust Horror Stories … the 5th Edition.  PODCAST: #48 – Trust Horror Stories … the 4th Edition  Listen to View's previous episodes here.

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 View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #67 – Blended families and estate planning – 13 Strategies for Success  PODCAST: #75 – Estate planning in 2023 – where are we at?  PODCAST: #68 – Trust Horror Stories … the 6th Edition    Listen to View's previous episodes here.

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 View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #62 Business succession (with insurance): Easy as 1, 2, 3 PODCAST: #57 – Business succession (without insurance): Easy as A, B, C Listen to View's previous episodes here.

The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months.  This webinar will use case studies to explore all key recent developments including: the key estate planning related court decisions over the last 12 months taxation and stamp duty changes impacting on estate planning the impact of key legislation changes latest examples of the attitude of the Australian Taxation Office towards various estate planning strategies insights into the latest bespoke planning opportunities we have sourced from the last 12 months For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #67 – Blended families and estate planning – 13 Strategies for Success  PODCAST: #66 – Adviser Facilitated Estate Planning: A story focusing on monetising your offering and managing the risk  Listen to View's previous episodes here. 

At least once a week throughout the course of 2022, Matthew Burgess has shared insights in relation to business model iterations, the future of the professions, time billing and many other insights and observations. In this special event, Matthew reviews the highs and lows from 2022 in what will be a fast paced, thought-provoking and at times likely controversial one hour webinar. Best of all, the entry price is at one of Matthew's favourite price points, namely, free! Topics will include exploration of the links between the following (as Steve Jobs might say – you will only join the dots after being at the webinar. For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: A year in review 2021 PODCAST: A year in review 2020   Listen to View's previous episodes here.  

The Trashing the Timesheet debate v Fixed Pricing continues to rage for many. The evidence suggests however these subscription platforms are where it is at for the winning professional service firms. In this webinar we will explore what it is like to be part of a ‘members only' law firm, including exploring: Some background on the journey from time recording, to fixed pricing to value pricing how we learnt (the hard way) that technology is only ever an enabler following the way of Apple (… and stealing from other industries) unbundling the subscription services model for professional service firms For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #70 – Helpful Hacks  PODCAST: #62 Business succession (with insurance): Easy as 1, 2, 3  Listen to View's previous episodes here. 

Post death estate planning strategies are a key area for any adviser in the estate planning space. The combination of strict rules around managing the assets of a deceased, together with both tax planning and asset protection issues, means that while there are planning opportunities, care must be taken. This webinar will explore numerous key issues advisers should be aware of, including: strategies that may be implemented by executors or beneficiaries of an estate; superannuation proceeds trusts; post death trust, including estate proceeds trusts; recent case studies; Tax Office views. For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #61 What trust is for when: inter vivos; testamentary and post death trusts explored ARTICLE: #22 – Post-Death Estate Planning Strategies Listen to View's previous episodes here.

In many estate planning exercises, superannuation is either the second largest - or largest - asset. As superannuation savings continue to accumulate the number of disputes in the self managed superannuation fund space is also increasing. It is critical for advisers to understand the key rules. This webinar will explore numerous superannuation ‘war' stories – all shared with the aim of helping avoid similar problems arising in the future, including: 10 key superannuation cases explained. The interrelationship between attorneys, enduring attorneys, guardians, super fund trustees, executors and binding death benefit nominations Strategies to manage 'fast death tax' Superannuation wills Trustee succession and dispute management For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #59 Superannuation + Incapacity: The formula to avoid failure PODCAST: #11 – Superannuation and estate planning Master Class Listen to View's previous episodes here.

Many observers are predicting that the changes to the professional services industries over the next 3 years will be unprecedented.   A ‘perfect storm' across issues such as digital disruption, de-leveraging and new entrants mean that the only certainty will be change.   The key question for every professional is – what do we do?   Based on View's journey, unbundling a range of the most helpful hacks we have leveraged is arguably the best place to start.   This webinar uses case study examples and insights from the leading thinkers to explore how professional service providers can maximise both effectiveness and efficiency in areas such as: Risk minimisation Productivity Knowledge management Marketing and Sales For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #51 – Testamentary Trusts – the latest tips and traps https://viewlegal.com.au/podcast/51-testamentary-trusts-the-latest-tips-and-traps/ PODCAST: #52 – Lost trust deeds – some solutions https://viewlegal.com.au/podcast/50-lost-trust-deeds-some-solutions/ Listen to View's previous episodes here.

In agribusiness, family trusts are arguably the single most used structure. As with all agribusiness structures managing trust arrangements both in day to day operations and succession planning is critical. This webinar explores all the key issues in this space, including: Control of family trusts in agribusiness situations and succession of control on various exit events. Restructuring family trusts in agribusiness situations using the key CGT concessions and related strategies such as trust cloning and trust splitting. The role of family constitutions and family councils for agribusiness operations and associated legal documentation. Deep dive into the leading cases and use of agribusiness case study examples.   For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview:  For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser:  For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption:  For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #39 – Trust Vesting – the key ramifications PODCAST: #31 – Probate and estate administration – Everything you need to know  PODCAST: #59 Superannuation + Incapacity: The formula to avoid failure  Listen to View's previous episodes here

Many specialist advisers have business plans that consist of one word - ‘trusts'. A significant reason for this is the myriad of seemingly never-ending problems with trust deeds. In the lead up to another 30 June, this webinar will explore numerous trust ‘horror' stories that View has helped resolve – all shared with the aim of helping avoid similar problems arising in the future. Every year since 2017 View's ‘Trust Horror Stories' webinars have been one of our most popular events, the 2022 webinar is entirely new content, sourced from the last 12 months. Learn from a range of case studies, including: … but what if now I don't want it to be a hybrid trust Are 99 year perpetuity periods a problem - that's less than 100 years (?) Famous last words: ‘backdating trust deeds is fine' When the sole trustee, appointor and guardian … is not a beneficiary ‘I own nothing' … but for 100% of the shares in the trustee company …   For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #58 Trust Horror Stories … the 5th Edition. PODCAST: #48 – Trust Horror Stories … the 4th Edition PODCAST: #40 – Trust Horror Stories… the 3rd Edition   Listen to View's previous episodes here.

At least statistically, blended families are an issue in at least every second estate plan. And, at least in theory, there are no particularly unique issues from an estate planning perspective that need to be considered in a blended family situation, as compared to any other estate planning exercise. In saying this however, there are a number of strategies that have been developed that arguably are rarely relevant, unless there is a blended family situation. Learn about 13 strategies in this webinar, including: Siloed trusts The SaaS model (that is, ‘Superannuation as a Solution') Parallel trusts In ‘god' we trust Embracing ‘GST'   For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #43 – The 9 Key Principles of Asset Protection  PODCAST: #22 – Post-Death Estate Planning Strategies  Listen to View's previous episodes here.   

Estate planning is widely considered the ‘go to' value add for many advisers.   This session will explore the key ways financial advisers, accountants, risk advisers and other lawyers can leverage View's facilitated estate planning platform to monetise their offering; while managing risk.   This session will explore the latest iterations available for advisers wanting to facilitate or project manage product delivery in areas such as: all forms of testamentary trusts enduring powers of attorney Super proceeds trusts and SMSF wills post death strategies annual estate planning health check For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST #47 – Adviser Facilitated Estate Planning – Your Questions Answered PODCAST #37 – The 7 Steps to Success – Implementing View's Turn-key adviser facilitated estate planning platform PODCAST #28 – Adviser facilitated Estate planning – Everything you need to know to deliver exceptional value Listen to View's previous episodes here.

The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months.  This webinar will use case studies to explore all key recent developments including: the key estate planning related court decisions over the last 12 months taxation and stamp duty changes impacting on estate planning the impact of key legislation changes latest examples of the attitude of the Australian Taxation Office towards various estate planning strategies insights into the latest bespoke planning opportunities we have sourced from the last 12 months For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #46 – Estate planning in 2020 – where are we at? PODCAST: #38 – Estate Planning 2018 – Where are we at? Listen to View's previous episodes here.

In this podcast, the View Legal team explore the following topic ‘The Year in ReView' which was held on 18 November 2021. At least once a week throughout the course of 2021, Matthew Burgess has shared insights in relation to business model iterations, the future of the professions, time billing and many other insights and observations. In this special event, Matthew reviews the highs and lows from 2021 in what will be a fast-paced, thought-provoking and at times likely controversial one hour webinar. Best of all, the entry price is at one of Matthew's favourite price points, namely, free! Topics will include exploration of the links between the ideas that have evolved for View over the year (as Steve Jobs might say – you will only join the dots after being at the webinar. If you think hiring a professional is ‘expensive' try out an amateur … The BIG hidden MIRACLE SECRET to access an INSTANT 224.3% increase in daily chargeables ‘You failed to kept (sic) up with your 100% mistake rate' Dark washes (and horses) and the paradox of choice “It's just a timesheet” – No! It's a !#@?ing timesheet For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.     Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business.    Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)    Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning    Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)  Some of the resources that View Legal has on offer that may be of assistance include:  View apps Weekly View blog Published View books Related articles and resources: PODCAST - A Year in ReVIEW 2020 Listen to View's previous episode here.

In this podcast, the View Legal team explore the following topic ‘Project management: One View' which was held on 21 October 2021. In many business succession arrangements Regardless of whether you chose to abandon timesheets (no prizes for View's view on that), outstanding project management is arguably the single most important issue for professional service providers heading into 2022. Since embracing a timeless business model (with all work scoped and priced upfront) project management has become arguably the biggest investment made by View. Many of the principles View now embraces are because we first tried every other known approach - and failed. To help you avoid enduring the same journey, this webinar uses case study examples and insights from the leading thinkers in the area to answer the following questions: Why the main thing, is keeping the main thing, the main thing What one, off the shelf tool, can change everything How workflow management is rarely helped by any form of technology What are the 7 biggest lies of the project management industry How can you avoid making the wrong mistakes For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.   Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business.    Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)    Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning    Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)  Some of the resources that View Legal has on offer that may be of assistance include:  View apps Weekly View blog Published View books  Related articles and resources: PODCAST #37 – The 7 Steps to Success – Implementing View's Turn-key adviser facilitated estate planning platform PODCAST #45 – Exploring the Science of Sales PODCAST #18 – Firm of the Future – Now Listen to View's previous episode here

In this podcast, the View Legal team explore the following topic ‘Business succession (with insurance): Easy as 1, 2, 3' which was held on 14 September 2021. In many business succession arrangements arguably the most strategic question to ask is what type of approach should be implemented. Similar to many estate plans, with the aid of hindsight, the answer implemented is often one that was not in fact adequately tolerance tested when it should have been. This webinar explores the latest developments in the insurance funded business succession space.  While this webinar complements our April 2021 webinar (Business succession (without insurance): Easy as A, B, C ), there is no need to have attended the earlier event.  The topics covered in this our September 2021 webinar include: The key strategies for both external insurance and self-insured business owner exit arrangements Structuring insurance ownership alternatives, including a deep dive into the main approached (being trust, self, super and hybrid ownership) Leveraging holistic approaches to seamlessly integrate business succession and estate planning strategies Unbundling the implications of the approach the Tax Office takes in this area, including key tax rollovers Numerous case study examples   For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.     Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business.    Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)    Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning    Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)  Some of the resources that View Legal has on offer that may be of assistance include:  View apps Weekly View blog Published View books Related articles and resources: PODCAST #8 – Restructuring businesses for asset protection and succession PODCAST #20 – Business succession – Master class PODCAST #57 – Business succession (without insurance): Easy as A, B, C Listen to View's previous episode here.

In this podcast, the View Legal team explore the following topic ‘What trust is for when: inter vivos; testamentary and post death trusts explored ' which was held on 26 August 2021. In many estate planning exercises arguably the most strategic question to ask is what type of discretionary trust should be implemented. With the aid of hindsight, the choice made is often one that was not in fact adequately tolerance tested when it should have been. This webinar explores the key issues with the main alternatives for trust structures in estate planning, including: unbundling the key features of inter vivos trusts, pre-death testamentary trusts and post-death testamentary trusts worked examples of each structure exploring restructuring options when the 'wrong' trust is chosen analysing the key tax consequences of each approach numerous case study examples For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.   Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business.  Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning  Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)  Some of the resources that View Legal has on offer that may be of assistance include:  View apps Weekly View blog Published View books Related articles and resources: PODCAST #14 – Testamentary Trusts Bespoke Planning Opportunities PODCAST  #28 – Adviser facilitated Estate planning – Everything you need to know to deliver exceptional value PODCAST  #51 – Testamentary Trusts – the latest tips and traps Listen to View's previous episode here.

In this podcast, the View Legal team explore the following topic ‘The 3 P's Unbundled: Productisation, Positioning and Pricing' which was held on 22 July 2021. Many observers are predicting that the changes to the professional services industries over the next 3 years will be unprecedented. A ‘perfect storm' across issues such as digital disruption, de-leveraging and new entrants mean that the only certainty will be change. The key question for every professional is – what do we do? The combination of the so called '3 Ps' - being Productisation, Positioning and Pricing is arguably the best place to start. This webinar uses case study examples and insights from the leading thinkers in the area to answer the following questions: Where to start - today Off the shelf or bespoke - or both Positioning – is it all about the brand Distribution and monetisation – what works well   For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.   Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business.    Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)    Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning    Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)  Some of the resources that View Legal has on offer that may be of assistance include:  View apps Weekly View blog Published View books Related articles and resources: PODCAST: #42 – Unbundling the Pricing Debate (& how to actually trash your timesheet) PODCAST: #45 – Exploring the Science of Sales Listen to View's previous episode here.

In this podcast, the View Legal team explore the following topic ‘Superannuation + Incapacity: The formula to avoid failure' which was held on 17 June 2021. In many estate planning exercises, superannuation is either the second largest - or largest - asset. As superannuation savings continue to accumulate the number of superannuation fund members suffering events of incapacity also seems to be growing. Particularly in the SMSF space, it is critical for advisers to understand the interplay between the superannuation regime and the enduring powers of attorney rules. This webinar explores all the key issues in this regard, including: How to structure the appointment of attorneys with reference to superannuation entitlements The interrelationship between attorneys, enduring attorneys, guardians, super fund trustees, executors and binding death benefit nominations The ability for attorneys to make BDBNs and manage 'fast death tax' The role of state government departments The implications of the key recent court decisions in this area   For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.     Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business.    Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)    Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning    Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)  Some of the resources that View Legal has on offer that may be of assistance include:  View apps Weekly View blog Published View books Related articles and resources: PODCAST - #11 – Superannuation and estate planning Master Class PODCAST - #3 – Superannuation and estate planning Listen to View's previous episode here.

In this podcast, the View Legal team explore the following topic ‘Trust Horror Stories … the 4th Edition’ which was held on 20 May 2021. Many specialist advisers have business plans that consist of one word - ‘trusts’. A significant reason for this is the myriad of seemingly never-ending problems with trust deeds. In the lead up to another 30 June, this webinar will explore numerous trust ‘horror’ stories that View has helped resolve – all shared with the aim of helping avoid similar problems arising in the future. Every year since 2017 View’s ‘Trust Horror Stories’ webinars have been one of our most popular events, the 2021 webinar is entirely new content, sourced from the last 12 months. Learn from a range of case studies, including: 2 appointors, 0 capacity + kids behaving badly What do you mean the settlor can’t be a beneficiary? The $1,000 settlement sum that was still wrong … Why pay 50% tax, when you can pay 100% Dirty deeds done dirt cheap For access to more webinars and resources join one (or all) of the View Communities. Also, the case Matthew mentioned in relation to changing the jurisdiction of a trust to South Australia from 2020 was Clarke v Ebdon [2020] SASC 67, our case summary will be shared into the closed group feeds of our TechniView and AdVIEWser communities.  Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.   Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.    Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)    Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning    Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)  Some of the resources that View Legal has on offer that may be of assistance include:  View apps Weekly View blog Published View books   Related articles and resources: #48 – Trust Horror Stories … the 4th Edition #40 – Trust Horror Stories… the 3rd Edition #29 – Trust Horror Stories Listen to View’s previous episode here.

In the same way as an estate plan is critical for every adult, so to is a business succession plan for everyone involved in a business.   While insurance can play a role for exits such as death and incapacity (indeed see our September 2021 event: Business succession (with insurance): Easy as 1, 2, 3) a robust approach for non-insurable exit events is critical.   While our April 2021 webinar complements our September 2021 webinar, there is no need to attend the later event.    This, our April 2021 webinar, explores the key issues advisers should be aware of in business succession, including: a The roles and responsibilities of each adviser (accountant, financial adviser, broker and lawyer) Starting at the start - getting the valuation right Unbundling the succession pathways – employees, family or external acquisition Becoming 'deal ready' and managing the due diligence process Share sales v asset sales - the why, how and whats Managing risk including warranties, indemnities and tax liabilities Numerous case study examples   For access to more webinars and resources join one (or all) of the View Communities. Also, the case Matthew mentioned in relation to changing the jurisdiction of a trust to South Australia from 2020 was Clarke v Ebdon [2020] SASC 67, our case summary will be shared into the closed group feeds of our TechniView and AdVIEWser communities.  Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.     Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.    Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)    Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning    Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)  Some of the resources that View Legal has on offer that may be of assistance include:  View apps Weekly View blog Published View books Related articles and resources: Blog: Trust-owned business succession insurance arrangements: Some clarity at long last Blog: Company owned insurance policies for business succession Book: The Seven Foundations Of Business Succession   Listen to View’s previous episode here.

Estate planning is widely considered the ‘new black’ for many advisers.   The ‘next wave’ for advisers, particularly as the baby boomer generation enters the last phase of their life span, is probate and estate administration.   This session will explore the key ways financial advisers, accountants, risk advisers and other lawyers can leverage View’s estate administration and probate platform to radically expand their estate planning related offerings.   This webinar will step through all the key issues that advisers need to know in relation to delivering facilitated administration of any deceased estate, including:   Explaining the key steps in obtaining probate Exploring the primary area for opportunity for advisers delivering facilitated estate administration solutions Pricing of estate administration products Numerous case study examples For access to more webinars and resources join one (or all) of the View Communities. Also, the case Matthew mentioned in relation to changing the jurisdiction of a trust to South Australia from 2020 was Clarke v Ebdon [2020] SASC 67, our case summary will be shared into the closed group feeds of our TechniView and AdVIEWser communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.   Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.    Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)    Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning    Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)    Some of the resources that View Legal has on offer that may be of assistance include:  View apps Weekly View blog Published View books Related articles and resources: Podcast episode #34 - Adviser Facilitated Probate and Estate Administration Podcast Episode #31 - Probate and Estate Administration – Everything You Need To Know Overview of Probate and Estate Administration   Listen to View’s previous episode here.

In this podcast, the View Legal team explore the following topic ‘Estate planning in 2021 – where are we at?’ which was held on 19 February 2021. The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months. This webinar will use case studies to explore all key recent developments including: the key estate planning related court decisions over the last 12 months taxation and stamp duty changes impacting on estate planning the impact of key legislation changes latest examples of the attitude of the Australian Taxation Office towards various estate planning strategies insights into the latest bespoke planning opportunities we have sourced from the last 12 months For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)   Some of the resources that View Legal has on offer that may be of assistance include: View apps Weekly View blog Published View books   Related articles and resourses: Estate Planning 2020 - where are we at? Apps for Estate Planning The Nine Steps to a Complete Estate Plan - Book   Listen to View’s previous episode here.

In this podcast the View Legal team explore the following topic ‘2020 the year in reView’ which was held on 19 November 2020. This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities.   At least once a week throughout the course of 2020, Matthew Burgess has shared insights in relation to business model iterations, the future of the professions, time billing and many other insights and observations. In this special event, Matthew reviews the highs and lows from 2020 in what will be a fast paced, thought-provoking and at times likely controversial one hour webinar. Best of all, the entry price is at one of Matthew’s favourites, namely, free! Topics will include exploration of the links between the following (as Steve Jobs might say – you will only join the dots after being at the webinar): Masks, daylight robberies and finding flow Legal detail, #covid19 and the zombie apocalypse World domination, Elon Musk and the rule of 7/11/4 Work/life integration, home schooling and responsible parenting Amanda Rinn, Susan (known as Sue) Ridge and Donald (known as Don) Quay For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.   Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.    Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)    Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning    Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)    Some of the resources that View Legal has on offer that may be of assistance include:  View apps Weekly View blog Published View books   Related articles: WATCH the Simon Sinek Ted Talk – How great leaders Inspire Action. READ ‘A More Beautiful Question’ by Warren Berger. READ “Oh, the Places You'll Go!’ by Dr. Seuss   Listen to View’s previous episode here.

In this podcast the View Legal team explore the following topic ‘Executor liability – a modern day nightmare’ which was held on 22 October 2020.    This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities.      During this extract of the webinar you will learn about the increasing complexity of estates and particularly trust structures used create unavoidable risks for executors, trustees and their advisers.   The number of areas where executors and trustees can be personally liable is significant - and arguably growing.   This webinar explores the key areas of potential exposure and the steps that can be taken, including:   structures that create the biggest liability risk   liability for tax debts and the approach of the Tax Office   planning opportunities to manage risk   overlay of bankruptcy rules   impact of offshore assets and beneficiaries    For access to more webinars and resources join one (or all) of the View Communities.   Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.     Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.    Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)    Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning    Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)    Some of the resources that View Legal has on offer that may be of assistance include:  View apps Weekly View blog Published View books

In this podcast the View Legal team explore the following topic ‘Lost Trust Deeds’ which was held on 16 September 2020. This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities. During this extract of the webinar, we explore one of the most problematic issues faced by any trustee – a lost trust deed. Without a fully executed, ‘wet ink’ trust deed there can be disastrous key tax, stamp duty and administration issues that arise. This session will provide practical recommendations for addressing all key issues that arise with lost deeds, including: Where to look, who to contact and when to give up tax and stamp duty ramifications of a lost the deed how to legitimately adopt a replacement trust deed is court approval necessary practical solutions For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets) Some of the resources that View Legal has on offer that may be f assistance include: View apps Weekly View blog Published View books Related articles: Podcast #40 – TRUST HORROR STORIES… THE 3RD EDITION Blog - Can trusts last forever now?   Listen to View’s previous episode here.

In this podcast, the View Legal team explore the following topic ‘Testamentary Trusts – the latest tips and traps’ which was held on 27 August 2020. This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities. During this extract of the webinar you will learn about: The ongoing evolution of all aspects of estate planning has increasingly seen more creative uses of testamentary trusts. This presentation will explore a range of planning opportunities for testamentary trusts including: tax treatment of each asset class owned via a testamentary trust; the latest updates on the attitude of the Australian Taxation Office towards testamentary trusts and various bespoke strategies; testamentary trust cloning and splitting; international tax planning and testamentary trusts; and testamentary trusts and using South Australian laws to avoid the rule against perpetuities. For access to more webinars and resources join one (or all) of the View Communities.

In this podcast, the View Legal team explore the following topic ‘Value Pricing is so last year … but what exactly is so hot right now?’ which was held on 23 July 2020. This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities.   The ‘Trashing the Timesheet debate’ rages for many; and is so 2018 for others. And arguably now, value pricing is so 2019. In 2020 subscription platforms is where it is at. In this webinar we will explore what it is like to be part of a long-standing timeless law firm, that is iterating again, including exploring: the journey, time recording, to fixed pricing to subscription how technology is only ever an enabler leveraging the Apple way: and stealing from other industries examples of professional service firms that have jumped on board the subscription fast trail Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets) Some of the resources that View Legal has on offer that may be of assistance include: View apps Weekly View blog Published View books   Related articles Foundations for the future the ‘How to do it’ webinar – how to incubate and iterate your business model Insights on the Journey to Value Pricing The firm of ‘now’ – 5 things about the way you do the things you do**

In this podcast, the View Legal team explore the following topic ‘When Trust Distributions Go Bad’ which was held on 11 June 2020. This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities. During this extract of the webinar, you will learn about Many specialist advisers have business plans that consist of one word - ‘trusts’. The range of issues that can potentially undermine the intentions of a trustee when attempting to make trust distributions is almost limitless. The time to be planning appropriate crafting distributions is before an impending 30 June.  This presentation will methodically address a number of common scenarios that see purported distributions fail, including: understanding the way in which beneficiaries are defined; clauses excluding the trustee as a beneficiary; implications of non-resident beneficiary laws; the remoteness of vesting rules, including with trust to trust distributions; and adviser liability due to failed distributions. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets) Some of the resources that View Legal has on offer that may be of assistance include: View apps Weekly View blog Published View books   Related articles Testamentary trusts overview 20 Point Checklist – Trust Review Podcasts #33 – ASSET PROTECTION MASTER CLASS  #29 – TRUST HORROR STORIES Listen to View’s previous episode here.  

In this podcast, the View Legal team explore the following topic ‘Trust Horror Stories … the 4th Edition’ which was held on 19 May 2020. This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities. During this extract of the webinar, you will learn about Many specialist advisers have business plans that consist of one word - ‘trusts’. A significant reason for this is the myriad of seemingly never-ending problems with trust deeds. In the lead up to another 30 June, this webinar will explore numerous trust ‘horror’ stories that View has helped resolve – all shared with the aim of helping avoid similar problems arising in the future. Every year since 2017 View’s ‘Trust Horror Stories’ webinars have been one of our most popular events, the 2020 webinar is entirely new content, sourced from the last 12 months. Learn from a range of case studies, including: ’Hereinbefore’ – one word; many problems; Filing your original trust deeds … in the shredding bin; When the failure to stamp makes all the difference; Using a corporate appointor: All good! … until deregistration When the gifting under a gift and loan back defeats a key purpose of the entire strategy Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets) Some of the resources that View Legal has on offer that may be of assistance include: View apps Weekly View blog Published View books   Related articles Trust Overview Testamentary Trusts Overview Estate Proceeds Trusts 20 Point Checklist – Trust Review Listen to View’s previous episode here.

In this podcast, the View Legal team explore the following topic ‘Adviser Facilitated Estate Planning: Your Questions Answered’ which was held on 12 March 2020 During this webinar, you will learn about Adviser Facilitated Estate Planning: & the Seven Steps to Successfully Implement View’s Turn-key Solution Holistic estate plan has been in recent times, a key part of the value proposition for many financial advisers, accountants and risk advisers. Why? Our view (no pun intended) is that adviser facilitated estate planning is one of the very few areas of the law where advisers and clients can work collaboratively and constructively with the specialist lawyer.  View’s web-based estate planning platform is widely recognised as the solution of choice by leading advisers. This session will explore the latest iterations available for advisers wanting to facilitate or project manage product delivery in areas such as: all forms of testamentary trusts; enduring powers of attorney; super proceeds trusts and SMSF wills; post-death strategies; and memorandums of directions For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets) Some of the resources that View Legal has on offer that may be of assistance include: View apps Weekly View blog Published View books   Related articles The 7 Steps To Success – Implementing View’s Turn-Key Adviser Facilitated Estate Planning Platform Success in Structuring Virtual Roadshow  Listen to View’s previous episode here.