Episodes
10
Latest episode
May 2026
Language
EN-AU
Specialist Estate Planning Firm
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 […]
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 […]
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 […]
This webinar explores one of the most problematic issues faced by any trustee and their adviser – a lost trust 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 […]
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 […]
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