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 address ..read more

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 ..read more

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 for ..read more

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 ..read more

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 ..read more

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 f ..read more

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 Com ..read more

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, in ..read more

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 Creatin ..read more

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 afte ..read more