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Episodes
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#114 – SMSFs: strategies to manage non-death exit events
In many estate planning exercises, superannuation held via a self managed superannuation fund (SMSF) is either the second largest – or largest – asset. As life expectancies grow, so too does the probability that control of SMSF assets will need to be managed prior to a member’s death. At a…
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#113 – Being fair v being equal: Balancing adjustments in holistic estate planning
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...
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#112 – Dividing the Indivisible: Discretionary Trusts and Holistic Estate Planning
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,...
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#111 – Common Sense: Professional Service Firm Superpower or Unicorn Poop?
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...
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#110 – Tax on death: The Key CGT Rules Explained
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...
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#109 – Trust Horror Stories … the 10th Anniversary Edition
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...
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#108 – Asset Revaluation Reserves: A Holistic Estate Planning Strategy Unpacked
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...
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#107 – Adviser Facilitated Business Succession Planning: The Steps for Success
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…
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#106 – Estate Planning 2026 Where are we at
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...
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#105 – 2025 The Year in ReView
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…
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#104 – Securing succession of SMSFs as part of an estate plan
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...
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#102 – Taxation of Testamentary Trusts – Summarised, Simplified and Synthesised
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...
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#101 – Perfecting Pricing Principles
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,...
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#100 – Lost Trust Deeds
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...
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#99 -The Gift & Loan Back Strategy: A Master Class
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...
About this show
View Legal is a specialist law firm, focusing on tax, structuring, asset protection, business succession and estate planning.
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