ViewLegal Podcast

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 w...

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 10 th 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 ye...

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 exp...

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 m...

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  ...

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...

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 establi...

  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, includin...

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 in...

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 d...

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...

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...

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...

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 s...

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...

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 th...

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...

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...

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 levera...

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 pr...

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 d...

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...

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...

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...

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...