All Episodes

#113 - Being fair v being equal: Balancing adjustments in holistic estate planning

#112 - Dividing the Indivisible: Discretionary Trusts and Holistic Estate Planning

#111 - Common Sense: Professional Service Firm Superpower or Unicorn Poop?

#110 - Tax on death: The Key CGT Rules Explained

#109 - Trust Horror Stories … the 10th Anniversary Edition

#108 - Asset Revaluation Reserves: A Holistic Estate Planning Strategy Unpacked

#107 - Adviser Facilitated Business Succession Planning: The Steps for Success

#106 - Estate Planning 2026 Where are we at

#105 - 2025 The Year in ReView

#104 - Securing succession of SMSFs as part of an estate plan

#103 - Trust Distribution Disasters ... & how to avoid them

#102 - Taxation of Testamentary Trusts - Summarised, Simplified and Synthesised

#101 - Perfecting Pricing Principles

#100 - Lost Trust Deeds

#99 - The Gift & Loan Back Strategy: A Master Class

#98 -Trust Horror Stories … the 9th Edition

#97 - Asset protection planning; without paying tax and duty – what's the latest

#96 - Adviser Facilitated Estate Planning: & the Story Behind the Seven Steps to Success

#95 - Estate planning in 2025 Where are we at?

#94 - 2024 The Year in ReView

#93 - Family Constitutions (AKA the strength of a family, lies in its loyalty to each other)

#92 - Key Estate Planning Lessons from Ultra High Net Wealth Families

#91 – Business Restructures and Asset Protection

#90 -Timeless questions … about going timeless

#89 - To bind or not to bind – unbundling the great BDBN debate

#88 - Trust Horror Stories… the 8th Edition

#87 - Ousting the Outlaws in Estate Planning

# 86 - Adviser Facilitated Estate Administration and Probate: Stories of Success

# 85 – Estate planning in 2024 – where are we at?

# 84 – Year in ReVIEW

# 83 – Speaking and Presenting: Adviser Hacks

# 82 – Designer Trusts: Split, Cloned, Umbrella and Corporate Trusts

#81 – Superannuation and Estate Planning: A recipe for disaster

#80 – Distributed, digitalised and democratised: latest lessons learnt on PSF business models

#79 – Family Trust Deeds: What all advisers must know

#78 – Trust Horror Stories … the 7th Edition

#77 – Blended families and estate planning – 14 Further Strategies for Success

#76 – Adviser Facilitated Business Succession Planning: The Steps for Success

#75 – Estate planning in 2023 – where are we at?

#74 - A Story for You: 2022 – The Year in ReView

#73 - Selling Solutions as a Service (AKA: Subscription for PSFs unbundled)

#72 - Post Death Trusts = Asset Protection + Tax Planning

#71 - Superannuation War Stories

#70 - Helpful Hacks

#69 - Agribusinesses + Trusts: The formula to avoid Failure

#68 - Trust Horror Stories … the 6th Edition

#67 - Blended families and estate planning - 13 Strategies for Success

#66 - Adviser Facilitated Estate Planning: A story focusing on monetising your offering and managing the risk.

#65 - Estate planning in 2022 – where are we at?

#64 - The Year in ReVIEW 2021

#63 Project management - One View

#62 - Business succession (with insurance): Easy as 1, 2, 3

#61 - What trust is for when: inter vivos; testamentary and post death trusts explored

#60 - The 3 P's Unbundled: Productisation, Positioning and Pricing

#59 - Superannuation + Incapacity: The formula to avoid failure

#58 - Trust Horror Stories the 5th Edition

#57 - Business succession (without insurance): Easy as A, B, C

#56 -Adviser Facilitated Administration and Probate: the Seven Steps to Successfully Implement View's Turn-key Solution

#55 -Estate planning in 2021 – where are we at?

#54 - 2020 year in ReView

#53 - Executor liability – a modern day nightmare

#52 - Lost trust deeds – some solutions

#51 - Testamentary Trusts the latest tips and traps

#50 - Value Pricing is so last year … but what exactly is so hot right now?

#49 - When Trust Distributions Go Bad

#48 - Trust Horror Stories … the 4th Edition

#47 - Adviser Facilitated Estate Planning: & the Seven Steps to Successfully Implement View's Turn-key Solution

#46 Estate Planning 2020 - Where are we at

#45 - Exploring the science of Sales

#44 - Choosing the Right Business Structure– Simple! (in theory…)

The Seven Steps to Success – Implementing View's Turn-key Adviser Facilitated Estate Planning Platform via Nowinfinity

#43 The 9 Key Principles of Asset Protection

Asset Protection Masterclass Virtual Roadshow

Excepted Trust Income Virtual Roadshow

Company Restructures Virtual Roadshow

Forms of Trust Virtual Roadshow

#42 - Unbundling the Pricing Debate (& how to actually trash your timesheet)

#41 - Foundations for the Future 'how to do it' webinar – How to Leverage the Universal Laws for Success into your business model

#40 - Trust Horror Stories... the 3rd Edition

#39 Trust Vesting – the key ramifications

#38 - Estate Planning 2018 – Where are we at?

#37 - The 7 Steps to Success – Implementing View's Turn-key adviser facilitated estate planning platform

#36 - Foundations for the future the 'how to do it' webinar – How to incubate and iterate your business model

#35 - Foundations for the future the 'how to do it' webinar

#34 - Adviser facilitated Probate and Estate Administration

#33 - An Asset Protection Master Class

#32 - Estate Planning War Stories

#31 - Probate and estate administration – Everything you need to know

#30 - Foundations for the future the 'how to do it' webinar – Persistence Creates Perfection

#29 - Trust Horror Stories

#28 - Adviser facilitated Estate planning – Everything you need to know to deliver exceptional value

#27 - Estate planning in 2017 – where are we at?

#26 - Foundations for the future the 'how to do it' webinar - Defining and monetising your passion

#25 - Adviser facilitated Estate planning - Everything you need to know to deliver exceptional value

#24 - 40 Forms of Trusts

#23 - 2016 Pricing Master Class with Ron Baker

#22 Post-Death Estate Planning Strategies

#21 - Everything you need to know about the new Small Business Rollover rules

#20 - Business succession – Master class

#19 - Estate planning – Tools to grow your business

#18 - Firm of the Future – Now

#17 - Enduring powers of attorney and guardianship – everything you need to know

#16 - Bust proofing trusts

#15 - I'm a celebrity get me out of here estate planning horror stories of the rich and famous

#14 - Testamentary trusts bespoke planning opportunities

#13 - Rollovers and Corporate Reconstructions

#12 - The Rinehart decision explained – estate planning 101 and other lessons

#11 - Superannuation and Estate planning - Master class

#10 - How To Access Market Leading Legal Advice For Less Than $1 A Week

#9 - Testamentary trusts: key revenue issues

#8 - Restructuring businesses for asset protection and succession

#7 - Trust cloning and splitting

#6 - Estate planning – what's new in 2014

#5 - Failed trust distributions

#4 - Estate planning and asset protection

#3 - Superannuation and estate planning

#2 - Are you ready for 30 June?

#1 - Testamentary Trusts – The fundamentals