Advertise on podcast: ViewLegal Podcast

In any estate planning exercise involving more than one potential beneficiary a threshold question will be whether the focus is on achieving a distribution that is fair, or equal. Where equality is the desired outcome there are a range of second order consequences that need to be managed. This webinar will provide an overview of the key issues advisers must consider in guiding their customers in this area, including:   1.     Exploration of the key balancing adjustment strategies, including loans, UPEs, superannuation and capital gains tax; 2.     Consideration of the main legal documentation relevant, including 'hotchpot' clauses in wills; 3.     Analysis of the various points in time that can be used as the 'effective date'; 4.     Discussion of leading cases; and 5.     Practical 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: #107 – Adviser Facilitated Business Succession Planning: The Steps for Success  PODCAST: #108 – Asset Revaluation Reserves: A Holistic Estate Planning Strategy Unpacked   Listen to View's previous episodes here.

In many holistic estate planning exercises arguably the most strategic question to resolve is how to manage wealth controlled via one or more discretionary trusts. This webinar explores the key issues with the main alternatives for discretionary trust structures in holistic estate planning, including: 1. Unbundling the 'go-to' strategies including corporatisation, splitting and cloning 2. Worked examples of each main type of restructure 3. Analysing the key tax consequences of each approach 4. Exploring fundamental re-engineering strategies such as vesting and conversion 5. Numerous case study examples For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #103 – Trust Distribution Disasters … & how to avoid them  PODCAST: #61 What trust is for when: inter vivos; testamentary and post death trusts explored  Listen to View's previous episodes here.

Many observers are predicting that the changes to the legal and professional services industries over the next 3 years will be unprecedented. A 'perfect storm' across issues such as digital disruption, de-leveraging and new entrants mean that the only certainty in ongoing change. The key question for every professional is – what do we do? As part of View's 'Foundations for the Future' series, this webinar will provide practical ideas that can be immediately implemented, while exploring arguably common sense concepts such as:  1. Is the future here; just unevenly distributed? 2. What is the impact of the '3 P Principles' (Peter, Parkinsons and Pareto) in 2026? 3. How simplicity truly is the ultimate sophistication; 4. The One Thing Model (AKA, the main thing is to keep the main thing, the main thing) 5. Case study examples.   For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #94 – 2024 The Year in ReView  PODCAST: #102 – Taxation of Testamentary Trusts – Summarised, Simplified and Synthesised

The mantra that death and taxes are the only certainties in life arguably remains true; with the qualification that at least on death there are not ongoing changes ... unlike the tax regime; the 2026 Budget the latest piece of supporting evidence. The capital gains tax (CGT) rules for deceased estates are a foundational area for all advisers in the holistic estate planning space. This webinar will explore the key rules advisers must consider with deceased estates including:  How the CGT cost base rules work What occurs in relation to losses The impact of various forms of testamentary trusts Key issues to be aware of with non-resident assets or non-resident beneficiaries Leading Tax Office statements and cases And while we planned the content for this event well before the 2026 Budget, we will ensure there is a full unpacking of the key principles advisers may now need to also consider in this area.  For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #97 – Asset protection planning; without paying tax and duty – what's the latest PODCAST: #72 – Post Death Trusts = Asset Protection + Tax Planning   Listen to View's previous episodes here.

Many specialist advisers have business plans that consist of one word - 'trusts'. A significant reason for this is the myriad of seemingly never-ending problems with trust deeds. In the lead up to another 30 June, this 10th Anniversary edition of our 'Trust Horror Stories' webinar series we will explore the most instructive trust 'horror' stories that View has helped resolve  over the last 10 years – all shared with the aim of helping avoid similar problems arising in the future.   Learn from a range of case studies, including: 1.       Dirty deeds done dirt cheap 2.       When 12 trusts are barely enough 3.       The One Day Trust 4.       Are 99 year perpetuity periods a problem - that's less than 100 years(?) 5.       Family homes owned via trusts; foolproof right Bueller, Bueller, Bueller(?)  For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #98 -Trust Horror Stories … the 9th Edition   PODCAST: #88 – Trust Horror Stories… the 8th Edition    Listen to View's previous episodes here.

Whenever a trust owns assets intended to be addressed as part of an estate plan the loan accounts and unpaid present entitlements are critical aspects to be considered. The issues in this regard are almost always magnified when any form of asset revaluation is undertaken, particularly when the second order consequences of the wider estate plan are ignored. This practically focused webinar will explore the key issues for advisers to be aware of in relation to asset revaluation reserves (ARRs), including:  How to create an ARR   What the trust deed must provide to allow a valid ARR   What other documentation is required to implement an ARR  Consideration of the key revenue and trust law risks with ARRs  Exploration of leading ARR decisions and case study examples For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #106 – Estate Planning 2026 Where are we at  PODCAST: #96 – Adviser Facilitated Estate Planning: & the Story Behind the Seven Steps to Success    Listen to View's previous episodes here.

Holistic Estate planning is widely considered as being 'so hot right now' for many advisers. Business succession planning, as part of holistic estate planning, is arguably becoming the 'go to' value add for many advisers. This session will explore the key ways financial advisers, accountants, risk advisers and other lawyers can leverage View's facilitated business succession planning platform to monetise their offering; while managing risk. With updated content for 2026, the webinar will explore the latest iterations available for advisers wanting to facilitate or project manage product delivery in areas such as:    insurance funded buy sell deeds  all forms of non-insurance funded agreements (including shareholder, partnership agreements and property owners deeds) interplay with wider offerings (including trust succession and estate planning) Stapling of arrangements across multiple entities annual business succession planning health check For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #104 – Securing succession of SMSFs as part of an estate plan  PODCAST: #76 – Adviser Facilitated Business Succession Planning: The Steps for Success    Listen to View's previous episodes here.

The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months.  This webinar will use case studies to explore all key recent developments including: ·         the key estate planning related court decisions over the last 12 months ·         taxation and stamp duty changes impacting on estate planning ·         the impact of key legislation changes  ·         latest examples of the attitude of the Australian Taxation Office towards various estate planning strategies ·         insights into the latest bespoke planning opportunities we have sourced from the last 12 months For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #95 – Estate planning in 2025 – where are we at?  PODCAST: # 85 – Estate planning in 2024 – where are we at?   Listen to View's previous episodes here.

At least once a week throughout the course of 2025, Matthew Burgess has shared insights in relation to business model iterations, the future of the professions, time billing and many other insights and observations.  In this special event, Matthew reviews the highs and lows from 2025 in what will be a fast paced, thought-provoking and at times likely controversial one hour webinar.  Best of all, the entry price is at one of Matthew's favourite price points, namely, free!  Topics will include exploration of the links between the ideas that have evolved for View over the year - as Steve Jobs might say–you will only join the dots after being at the webinar.    For access to more webinars and resources join one (or all) of the View Communities.  Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.  Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business.  Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)   Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning   Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)  Related articles and resources:  PODCAST:  #94 – 2024 The Year in ReView  PODCAST: # 84 – Year in ReVIEW    Listen to View's previous episodes here

For every SMSF member, regardless of whether they choose to use a binding death benefit nomination, the overriding objective of a holistic estate plan must be securing of the succession of control of the fund and in turn member benefits.  This interactive webinar will explore a range of strategies advisers can assist SMSF members with including:  Key strategies to leverage at the time of establishing an SMSF  hygiene issues with maintaining originally implemented strategies  when - and how - initial strategies should be iterated   a deep dive into the key triggering events   case study exploration of key second order consequences    For access to more webinars and resources join one (or all) of the View Communities.  Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.  Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business.  Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)   Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning   Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)  Related articles and resources:  PODCAST:  #96 – Adviser Facilitated Estate Planning: & the Story Behind the Seven Steps to Success  PODCAST: #81 – Superannuation and Estate Planning: A recipe for disaster     Listen to View's previous episodes here

On a year on year basis, with discretionary trusts, there is arguably no more important issue than how distribution resolutions are crafted.  Best practice dictates that investment be made in the approaches to be adopted well before the end of any financial year.   True to this mantra, this case study focused webinar will explore a range of key themes relevant to all trust advisers, including:   options in relation to streaming of capital gains   how to align distribution resolutions with trust deed provisions   managing the consequences of family trust elections and interposed entity elections  trustee resolutions post Lewski  factoring in the impact of second order consequences, including under the family law regime    For access to more webinars and resources join one (or all) of the View Communities.  Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.  Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business.  Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)   Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning   Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)  Related articles and resources:  PODCAST:  #49 – When Trust Distributions Go Bad PODCAST: #5 – Failed Trust Distributions    Listen to View's previous episodes here

Ongoing changes to Australia's tax and regulatory framework have had an enormous impact on virtually all estate planning strategies.   Arguably the key risk however for customers and advisers alike is failing to manage the fundamental issues in relation to the structure and taxation of testamentary trusts.  This session will use liberal story sharing to provide advisers with critical insights into issues such as:  tax treatment during each step of the life cycle of a testamentary trust;  discussion of Australian Taxation Office approaches with testamentary trusts and structuring strategies;  restructuring alternatives in relation to existing testamentary trusts;  intergenerational tax planning with testamentary trusts; and  'perpetual' testamentary trusts.   For access to more webinars and resources join one (or all) of the View Communities.  Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.  Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business.  Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)   Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning   Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)  Related articles and resources:  PODCAST:  #51 – Testamentary Trusts – the latest tips and traps PODCAST:  #14 – Testamentary Trusts Bespoke Planning Opportunities Listen to View's previous episodes here.

Many observers are predicting that the impending changes to the professional services industries will be unprecedented. A 'perfect storm' across issues such as digital disruption, de-leveraging and new entrants mean that the only certainty will be change. The key question for every professional is – what do we do? The perennial questions for many are centred around how to charge for the services delivered. While there have always been risks with charging by the hour, those risks may become catastrophic as alternative advice solutions continue to rise in acceptance In this webinar we will leverage story telling to explore the timeless pricing principles – and how to perfect them, including topics such as: 1.             the journey, time recording, to fixed pricing to subscription – and beyond 2.             how technology is only ever an enabler 3.             case study examples of successful professional pricing principles in practice 4.             what specific actionable items can you implement immediately For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: ·         PODCAST: #90 – Timeless questions … about going timeless  ·         PODCAST: #42 – Unbundling the Pricing Debate (& how to actually trash your timesheet)    Listen to View's previous episodes here

This webinar explores one of the most problematic issues faced by any trustee and their adviser – a lost trust deed. Without a fully executed, 'wet ink' trust deed there can be disastrous tax, stamp duty and administration issues that arise. This session will provide practical recommendations for addressing all key issues that arise with lost deeds, including: 1.             Where to look, who to contact and when to give up 2.             tax and stamp duty ramifications of a lost the deed 3.             how to legitimately adopt a replacement trust deed 4.             is court approval necessary 5.             what the recent cases have been concluding – and why practical solutions For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: ·         PODCAST: #79 – Family Trust Deeds: What all advisers must know  ·         PODCAST: #52 – Lost trust deeds – some solutions  Listen to View's previous episodes here

View's April 2025 webinar (Asset protection planning; without paying tax and duty – what's the latest) was one of the most popular in recent history.  Many specialist advisers posed many thoughtful questions focused on the Gift & Loan Back strategy, that timing did not allow for exploring.  Those questions – and many others – will now be answered in a special bonus webinar.  While attendance at the April webinar is not a pre-requisite, the May webinar will assume a working knowledge of gift and loan back arrangements.  Every question emailed by a registered attendee to [email protected] by Tuesday May 27 will be answered in the webinar.  Other questions which will be addressed include:  What are the risks with promissory notes? What alternatives are there to promissory notes? Should interest be charged on the loan? How should changes in asset value be addressed? How can personal property be protected? How should the estate plan of the asset owner be structured? For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View's online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: ·         PODCAST: #97 – Asset protection planning; without paying tax and duty – what's the latest    Listen to View's previous episodes here