Episodes
10
Latest episode
Aug 2026
Language
EN-AU
Specialist Estate Planning Firm
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 […]
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: Unbundling the ‘go-to’ strategies including corporatisation, splitting and cloning Worked examples […]
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? […]
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 […]
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’ […]
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 […]
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 […]
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: For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us […]
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 […]
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 […]
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Marvette Lacy, PhD
Michael Michelini: Global Internet Businessman in China, Asia
Jason Graystone & Akil Stokes
Phil Rogacki & Jared Abrojena
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