ViewLegal Podcast
92 episodes - English - Latest episode: about 1 month ago -View Legal is a specialist law firm, focusing on tax, structuring, asset protection, business succession and estate planning. The founders of View Legal are committed to building a law firm that our friends would choose. View Legal is results focused and passionate about delivering solutions in a way that aligns with our 'SPS' - service and price satisfaction - guarantee.
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Episodes
# 86 - Adviser Facilitated Estate Administration and Probate: Stories of Success
March 18, 2024 22:48 - 1 hour - 84.1 MBHolistic 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 administration and probate platform to radically expand their holistic estate planning rela...
# 85 – Estate planning in 2024 – where are we at?
February 16, 2024 06:28 - 46 minutes - 63.8 MBThe 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 insigh...
# 84 – Year in ReVIEW
November 16, 2023 23:44 - 1 hour - 83.5 MBAt 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 t...
# 83 – Speaking and Presenting: Adviser Hacks
October 22, 2023 21:29 - 45 minutes - 62.1 MBAt 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 foundationa...
# 82 – Designer Trusts: Split, Cloned, Umbrella and Corporate Trusts
September 15, 2023 21:50 - 49 minutes - 67.6 MBIn 2023, perhaps more than any other year recently, the appropriateness of various trust structures is in sharp focus. With the only certainty seemingly change, the concept of 'designer trusts' is arguably on trend for many specialist advisers. In particular, throughout the life cycle of a trust, there are a range of situations that may mean a fundamental re-engineering of the trust structure is required. Using stories and case study examples, this webinar will explore a range of is...
#81 – Superannuation and Estate Planning: A recipe for disaster
August 24, 2023 22:29 - 46 minutes - 64.3 MBThe 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 will...
#80 – Distributed, digitalised and democratised: latest lessons learnt on PSF business models
July 23, 2023 21:56 - 45 minutes - 62.1 MBMany 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...
#79 – Family Trust Deeds: What all advisers must know
June 18, 2023 21:57 - 47 minutes - 64.8 MBThe 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 issu...
#78 – Trust Horror Stories … the 7th Edition
May 21, 2023 21:40 - 46 minutes - 63.8 MBMany 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...
#77 – Blended families and estate planning – 14 Further Strategies for Success
April 28, 2023 04:47 - 45 minutes - 62.5 MBAt 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 la...
#76 – Adviser Facilitated Business Succession Planning: The Steps for Success
March 16, 2023 23:19 - 59 minutes - 82 MBBusiness succession planning, as part of holistic estate planning, is arguably 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 monetise their offering; while managing risk. This session will explore the latest iterations available for advisers wanting to facilitate or project manage product delivery in areas such as: in...
#75 – Estate planning in 2023 – where are we at?
February 19, 2023 23:35 - 48 minutes - 66.1 MBThe 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 latest examples of the attitude of the Australian Taxation Office towards various estate planning strategies insights into...
#74 - A Story for You: 2022 – The Year in ReView
November 18, 2022 02:40 - 57 minutes - 79.4 MBAt 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 incl...
#73 - Selling Solutions as a Service (AKA: Subscription for PSFs unbundled)
October 27, 2022 23:53 - 42 minutes - 58.1 MBThe Trashing the Timesheet debate v Fixed Pricing continues to rage for many. The evidence suggests however these subscription platforms are where it is at for the winning professional service firms. In this webinar we will explore what it is like to be part of a ‘members only’ law firm, including exploring: Some background on the journey from time recording, to fixed pricing to value pricing how we learnt (the hard way) that technology is only ever an enabler following the way of A...
#72 - Post Death Trusts = Asset Protection + Tax Planning
September 20, 2022 21:46 - 45 minutes - 62.4 MBPost death estate planning strategies are a key area for any adviser in the estate planning space. The combination of strict rules around managing the assets of a deceased, together with both tax planning and asset protection issues, means that while there are planning opportunities, care must be taken. This webinar will explore numerous key issues advisers should be aware of, including: strategies that may be implemented by executors or beneficiaries of an estate; superannuation proc...
#71 - Superannuation War Stories
August 26, 2022 00:35 - 46 minutes - 63.9 MBIn many estate planning exercises, superannuation is either the second largest - or largest - asset. As superannuation savings continue to accumulate the number of disputes in the self managed superannuation fund space is also increasing. It is critical for advisers to understand the key rules. This webinar will explore numerous superannuation ‘war’ stories – all shared with the aim of helping avoid similar problems arising in the future, including: 10 key superannuation cases explain...
#70 - Helpful Hacks
August 04, 2022 23:41 - 45 minutes - 62.6 MBMany 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? Based on View’s journey, unbundling a range of the most helpful hacks we have leveraged is arguably the best place to start. This webinar uses c...
#69 - Agribusinesses + Trusts: The formula to avoid Failure
June 20, 2022 04:09 - 44 minutes - 61.6 MBIn agribusiness, family trusts are arguably the single most used structure. As with all agribusiness structures managing trust arrangements both in day to day operations and succession planning is critical. This webinar explores all the key issues in this space, including: Control of family trusts in agribusiness situations and succession of control on various exit events. Restructuring family trusts in agribusiness situations using the key CGT concessions and related strategies such a...
#68 - Trust Horror Stories … the 6th Edition
May 22, 2022 22:32 - 47 minutes - 64.6 MBMany 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...
#67 - Blended families and estate planning - 13 Strategies for Success
April 28, 2022 21:57 - 45 minutes - 62.6 MBAt 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. Learn about 13 strategies i...
#66 - Adviser Facilitated Estate Planning: A story focusing on monetising your offering and managing the risk.
March 20, 2022 23:06 - 1 hour - 84.4 MBEstate planning is widely considered 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 estate planning platform to monetise their offering; while managing risk. This session will explore the latest iterations available for advisers wanting to facilitate or project manage product delivery in areas such as: all forms of testamentary trusts enduring power...
#65 - Estate planning in 2022 – where are we at?
February 22, 2022 00:52 - 45 minutes - 62.3 MBThe 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 latest examples of the attitude of the Australian Taxation Office towards various estate planning strategies insights into...
#64 - The Year in ReVIEW 2021
November 22, 2021 06:19 - 1 hour - 82.8 MBIn this podcast, the View Legal team explore the following topic ‘The Year in ReView' which was held on 18 November 2021. At least once a week throughout the course of 2021, 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 2021 in what will be a fast-paced, thought-provoking and at times likely controversial one ...
#63 Project management - One View
October 25, 2021 22:51 - 45 minutes - 61.9 MBIn this podcast, the View Legal team explore the following topic ‘Project management: One View' which was held on 21 October 2021. In many business succession arrangements Regardless of whether you chose to abandon timesheets (no prizes for View’s view on that), outstanding project management is arguably the single most important issue for professional service providers heading into 2022. Since embracing a timeless business model (with all work scoped and priced upfront) project manage...
#62 - Business succession (with insurance): Easy as 1, 2, 3
September 15, 2021 00:41 - 45 minutes - 61.9 MBIn this podcast, the View Legal team explore the following topic ‘Business succession (with insurance): Easy as 1, 2, 3' which was held on 14 September 2021. In many business succession arrangements arguably the most strategic question to ask is what type of approach should be implemented. Similar to many estate plans, with the aid of hindsight, the answer implemented is often one that was not in fact adequately tolerance tested when it should have been. This webinar explores the lates...
#61 - What trust is for when: inter vivos; testamentary and post death trusts explored
August 30, 2021 03:16 - 44 minutes - 61.6 MBIn this podcast, the View Legal team explore the following topic ‘What trust is for when: inter vivos; testamentary and post death trusts explored ' which was held on 26 August 2021. In many estate planning exercises arguably the most strategic question to ask is what type of discretionary trust should be implemented. With the aid of hindsight, the choice made is often one that was not in fact adequately tolerance tested when it should have been. This webinar explores the key issues wi...
#60 - The 3 P’s Unbundled: Productisation, Positioning and Pricing
July 26, 2021 00:45 - 44 minutes - 61.3 MBIn this podcast, the View Legal team explore the following topic ‘The 3 P’s Unbundled: Productisation, Positioning and Pricing' which was held on 22 July 2021. 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? ...
#59 - Superannuation + Incapacity: The formula to avoid failure
June 18, 2021 03:24 - 45 minutes - 61.9 MBIn this podcast, the View Legal team explore the following topic ‘Superannuation + Incapacity: The formula to avoid failure’ which was held on 17 June 2021. In many estate planning exercises, superannuation is either the second largest - or largest - asset. As superannuation savings continue to accumulate the number of superannuation fund members suffering events of incapacity also seems to be growing. Particularly in the SMSF space, it is critical for advisers to understand the interpl...
#58 - Trust Horror Stories the 5th Edition
May 30, 2021 23:49 - 44 minutes - 61.4 MBIn this podcast, the View Legal team explore the following topic ‘Trust Horror Stories … the 4th Edition’ which was held on 20 May 2021. 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 prob...
#57 - Business succession (without insurance): Easy as A, B, C
April 29, 2021 00:27 - 46 minutes - 63.3 MBIn the same way as an estate plan is critical for every adult, so to is a business succession plan for everyone involved in a business. While insurance can play a role for exits such as death and incapacity (indeed see our September 2021 event: Business succession (with insurance): Easy as 1, 2, 3) a robust approach for non-insurable exit events is critical. While our April 2021 webinar complements our September 2021 webinar, there is no need to attend the later event. Thi...
#56 -Adviser Facilitated Administration and Probate: the Seven Steps to Successfully Implement View’s Turn-key Solution
March 18, 2021 04:02 - 43 minutes - 59.3 MBEstate planning is widely considered the ‘new black’ for many advisers. The ‘next wave’ for advisers, particularly as the baby boomer generation enters the last phase of their life span, is probate and estate administration. This session will explore the key ways financial advisers, accountants, risk advisers and other lawyers can leverage View’s estate administration and probate platform to radically expand their estate planning related offerings. This webinar will step th...
#55 -Estate planning in 2021 – where are we at?
March 08, 2021 07:33 - 44 minutes - 61.2 MBIn this podcast, the View Legal team explore the following topic ‘Estate planning in 2021 – where are we at?’ which was held on 19 February 2021. 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 ke...
#54 - 2020 year in ReView
December 17, 2020 22:22 - 59 minutes - 81.6 MBIn this podcast the View Legal team explore the following topic ‘2020 the year in reView’ which was held on 19 November 2020. This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities. At least once a week throughout the course of 2020, 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 eve...
#53 - Executor liability – a modern day nightmare
October 26, 2020 02:17 - 42 minutes - 58.3 MBIn this podcast the View Legal team explore the following topic ‘Executor liability – a modern day nightmare’ which was held on 22 October 2020. This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities. During this extract of the webinar you will learn about the increasing complexity of estates and particularly trust structures used create unavoidable risks for executors, trustees and their advisers. ...
#52 - Lost trust deeds – some solutions
September 29, 2020 01:00 - 44 minutes - 61.2 MBIn this podcast the View Legal team explore the following topic ‘Lost Trust Deeds’ which was held on 16 September 2020. This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities. During this extract of the webinar, we explore one of the most problematic issues faced by any trustee – a lost trust deed. Without a fully executed, ‘wet ink’ trust deed there can be disastrous key tax, stamp duty and administration issues th...
#51 - Testamentary Trusts the latest tips and traps
August 31, 2020 04:07 - 44 minutes - 61.8 MBIn this podcast, the View Legal team explore the following topic ‘Testamentary Trusts – the latest tips and traps’ which was held on 27 August 2020. This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities. During this extract of the webinar you will learn about: The ongoing evolution of all aspects of estate planning has increasingly seen more creative uses of testamentary trusts. This presentation will explore a r...
#50 - Value Pricing is so last year … but what exactly is so hot right now?
July 29, 2020 01:45 - 46 minutes - 63.9 MBIn this podcast, the View Legal team explore the following topic ‘Value Pricing is so last year … but what exactly is so hot right now?’ which was held on 23 July 2020. This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities. The ‘Trashing the Timesheet debate’ rages for many; and is so 2018 for others. And arguably now, value pricing is so 2019. In 2020 subscription platforms is where it is at. In this webinar w...
#49 - When Trust Distributions Go Bad
July 02, 2020 01:11 - 45 minutes - 62.5 MBIn this podcast, the View Legal team explore the following topic ‘When Trust Distributions Go Bad’ which was held on 11 June 2020. This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities. During this extract of the webinar, you will learn about Many specialist advisers have business plans that consist of one word - ‘trusts’. The range of issues that can potentially undermine the intentions of a trustee when attempt...
#48 - Trust Horror Stories … the 4th Edition
June 29, 2020 01:22 - 45 minutes - 62.1 MBIn this podcast, the View Legal team explore the following topic ‘Trust Horror Stories … the 4th Edition’ which was held on 19 May 2020. This podcast is a take out of that session. For access to more webinars and resources join one (or all) of the View Communities. During this extract of the webinar, you will learn about 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 t...
#47 - Adviser Facilitated Estate Planning: & the Seven Steps to Successfully Implement View’s Turn-key Solution
March 20, 2020 04:46 - 1 hour - 83 MBIn this podcast, the View Legal team explore the following topic ‘Adviser Facilitated Estate Planning: Your Questions Answered’ which was held on 12 March 2020 During this webinar, you will learn about Adviser Facilitated Estate Planning: & the Seven Steps to Successfully Implement View’s Turn-key Solution 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 a...
#46 Estate Planning 2020 - Where are we at
February 24, 2020 01:10 - 1 hour - 85.6 MBIn this podcast, the View Legal team explore the following topic ‘Estate planning in 2020 – where are we at?’ which was held on 11 February 2020 In this webinar you will learn about the current Estate Planning in 2020. 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 taxat...
45 Estate Planning 2020 - Where are we at
February 24, 2020 01:10 - 1 hour - 85.8 MBAudition Template: 1 Mono Host track (with Speech Volume Leveler), 1 Mono Interview track (with Speech Volume Leveler), 1 Stereo Sound FX with effects, 1 Stereo Music Bed track. 44.1k, 16 bit, Stereo Master.
#45 - Exploring the science of Sales
October 25, 2019 07:27 - 1 hour - 93.1 MBIn this podcast, the View Legal team explore the following topic: Exploring the Science of Sales which was held on 24 October 2019 The science of sales in a modern professional service firm has arguably never been more important. How exactly is rain made in a post-social media world? The webinar will offer an insider’s account of how to create momentum with sales and marketing innovation, in any type of professional service firm. The focus will be on practical strategies that can be ...
#44 - Choosing the Right Business Structure– Simple! (in theory…)
October 21, 2019 01:14 - 46 minutes - 64.2 MBIn this podcast the View Legal team explore the following topic: Choosing the Right Business Structure– Simple! (in theory…) which was held on 19 September 2019. This podcast is a take out of that session and the full webinar is available via the View Legal website Following on from View’s asset protection webinar last month a related topic that explores how the success – or failure – of a new business often hinges on having the right structural foundations. In the episode we also exp...
The Seven Steps to Success – Implementing View’s Turn-key Adviser Facilitated Estate Planning Platform via Nowinfinity
October 01, 2019 07:02 - 1 hour - 93.9 MBWe are excited to confirm View’s adviser facilitated estate planning platform has been fully rebuilt via NowInfinity. The new platform continues to provide all of your favourite aspects of View’s adviser facilitated estate planning offering, including being adviser centric, service and price satisfaction guaranteed and provision of the legal advice certificate confirming that all legal advice has been provided by View. This session will explore how financial advisers, accountants, risk...
#43 The 9 Key Principles of Asset Protection
September 04, 2019 04:50 - 48 minutes - 66.2 MBThis is a podcast of ‘The 9 Key Principals of Asset Protection’ held on 29 August 2019. In a sentence, asset protection is often referred to as having sufficient control of assets, such that if an individual is successfully sued these assets will not be available to be used to recompense the successful litigant. This is however only one aspect of a comprehensive asset protection strategy. This webinar leverages View’s textbook of the same title to explore the key principles to achievin...
Asset Protection Masterclass Virtual Roadshow
August 28, 2019 03:41 - 32 minutes - 45.1 MBAs part of our ‘Virtual Roadshow’ series, this webinar will use case studies and provide practical ideas that can be immediately implemented We discuss the following in relation to: Asset Protection and a reminder to use checklists; Review estate planning and Super contributions; 9 Principals of Asset protection; Bankruptcy Evolution; Property vs Resources; Family Law and asset protection rules; Learn from a range of case studies; Binding financial Agreements; ...
Excepted Trust Income Virtual Roadshow
August 28, 2019 03:22 - 32 minutes - 44 MBIn this podcast, we are joined by Matthew Burgess, Jade Duncan and Hannah Whippy to discuss Excepted Trust Income As part of our ‘Virtual Roadshow’ series, this webinar will use case studies and provide practical ideas that can be immediately implemented We discuss the following in relation to: Assets which do and do not form part of Estate; Testamentary Trusts; Testamentary Trusts and DIV 6AA; Taxing Points; CGT Event 3 – Trustee to beneficiaries; 2018 Budget Key ...
Company Restructures Virtual Roadshow
August 28, 2019 03:07 - 30 minutes - 42.1 MBIn this podcast, we are joined by Matthew Burgess, Jade Duncan and Hannah Whippy to discuss Company Restructures As part of our ‘Virtual Roadshow’ series, this webinar will use case studies and provide practical ideas that can be immediately implemented. We discuss the following in relation to: Differences between asset protection and limited Liability; Individual vs companies; Key issues in choice of structure; Tax issues in restructuring; Advantages and disadvantages...
Forms of Trust Virtual Roadshow
August 28, 2019 02:55 - 33 minutes - 45.6 MBIn this Podcast we are joined by Matthew Burgess, Jade Duncan and Hannah Whippy to discuss (some of the) 40 Forms of Trust. As part of our ‘Virtual Roadshow’ series, this webinar will look at and comparing some of the most coming Trusts We discuss the following limitations and differences between the below Trusts structures: Second Generation Family Trust; Lineal Descendants Trust, Bloodline Trust and Capital Reserved Trust; Differences between Estate Proceeds Trusts and Child...