Advertise on podcast: ViewLegal Podcast

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 

Many specialist advisers have business plans that consist of one word - 'trusts'.  A significant reason for this is the myriad of seemingly never ending problems with trust deeds.  In the lead up to another 30 June, this webinar will explore numerous trust 'horror' stories that View has helped resolve – all shared with the aim of helping avoid similar problems arising in the future.  Every year since 2017 View's 'Trust Horror Stories' webinars have been one of our most popular events, the 2025 webinar is entirely new content, sourced from the last 12 months.   Learn from a range of case studies, including: 1.                   It seemed like the right idea at the time 2.                   The details do matter 3.                   When 1 out 2 is real bad (as opposed to 2 out 3 being ain't bad) 4.                   One trust + one marriage bust up = many horror stories 5.                   Family homes owned via trusts; foolproof right Bueller, Bueller, Bueller(?)   For access to more webinars and resources join one (or all) of the 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: #88 – Trust Horror Stories… the 8th Edition PODCAST: #78 – Trust Horror Stories … the 7th Edition  Listen to View's previous episodes here.   

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.