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At 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 include exploration of the links between the following (as Steve Jobs might say – you will only join the dots after being at the webinar. For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: A year in review 2021 PODCAST: A year in review 2020   Listen to View’s previous episodes here.  

The 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 Apple (… and stealing from other industries) unbundling the subscription services model for professional service firms For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #70 – Helpful Hacks  PODCAST: #62 Business succession (with insurance): Easy as 1, 2, 3  Listen to View’s previous episodes here. 

Post 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 proceeds trusts; post death trust, including estate proceeds trusts; recent case studies; Tax Office views. For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #61 What trust is for when: inter vivos; testamentary and post death trusts explored ARTICLE: #22 – Post-Death Estate Planning Strategies Listen to View’s previous episodes here.

In 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 explained. The interrelationship between attorneys, enduring attorneys, guardians, super fund trustees, executors and binding death benefit nominations Strategies to manage 'fast death tax' Superannuation wills Trustee succession and dispute management For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #59 Superannuation + Incapacity: The formula to avoid failure PODCAST: #11 – Superannuation and estate planning Master Class Listen to View’s previous episodes here.

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?   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 case study examples and insights from the leading thinkers to explore how professional service providers can maximise both effectiveness and efficiency in areas such as: Risk minimisation Productivity Knowledge management Marketing and Sales For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #51 – Testamentary Trusts – the latest tips and traps https://viewlegal.com.au/podcast/51-testamentary-trusts-the-latest-tips-and-traps/ PODCAST: #52 – Lost trust deeds – some solutions https://viewlegal.com.au/podcast/50-lost-trust-deeds-some-solutions/ Listen to View’s previous episodes here.

In 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 as trust cloning and trust splitting. The role of family constitutions and family councils for agribusiness operations and associated legal documentation. Deep dive into the leading cases and use of agribusiness case study examples.   For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview:  For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser:  For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption:  For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #39 – Trust Vesting – the key ramifications PODCAST: #31 – Probate and estate administration – Everything you need to know  PODCAST: #59 Superannuation + Incapacity: The formula to avoid failure  Listen to View’s previous episodes here

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 problems arising in the future. Every year since 2017 View’s ‘Trust Horror Stories’ webinars have been one of our most popular events, the 2022 webinar is entirely new content, sourced from the last 12 months. Learn from a range of case studies, including: … but what if now I don’t want it to be a hybrid trust Are 99 year perpetuity periods a problem - that’s less than 100 years (?) Famous last words: ‘backdating trust deeds is fine’ When the sole trustee, appointor and guardian … is not a beneficiary ‘I own nothing’ … but for 100% of the shares in the trustee company …   For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #58 Trust Horror Stories … the 5th Edition. PODCAST: #48 – Trust Horror Stories … the 4th Edition PODCAST: #40 – Trust Horror Stories… the 3rd Edition   Listen to View’s previous episodes here.

At 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 in this webinar, including: Siloed trusts The SaaS model (that is, ‘Superannuation as a Solution’) Parallel trusts In ‘god' we trust Embracing ‘GST’   For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #43 – The 9 Key Principles of Asset Protection  PODCAST: #22 – Post-Death Estate Planning Strategies  Listen to View’s previous episodes here.   

Estate 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 powers of attorney Super proceeds trusts and SMSF wills post death strategies annual estate planning health check For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST #47 – Adviser Facilitated Estate Planning – Your Questions Answered PODCAST #37 – The 7 Steps to Success – Implementing View’s Turn-key adviser facilitated estate planning platform PODCAST #28 – Adviser facilitated Estate planning – Everything you need to know to deliver exceptional value Listen to View’s previous episodes here.

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 key legislation changes latest examples of the attitude of the Australian Taxation Office towards various estate planning strategies insights into the latest bespoke planning opportunities we have sourced from the last 12 months For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) Related articles and resources: PODCAST: #46 – Estate planning in 2020 – where are we at? PODCAST: #38 – Estate Planning 2018 – Where are we at? Listen to View’s previous episodes here.

In 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 hour webinar. Best of all, the entry price is at one of Matthew’s favourite price points, namely, free! Topics will include exploration of the links between the ideas that have evolved for View over the year (as Steve Jobs might say – you will only join the dots after being at the webinar. If you think hiring a professional is ‘expensive’ try out an amateur … The BIG hidden MIRACLE SECRET to access an INSTANT 224.3% increase in daily chargeables ‘You failed to kept (sic) up with your 100% mistake rate’ Dark washes (and horses) and the paradox of choice “It’s just a timesheet” – No! It’s a !#@?ing timesheet For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.     Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.    Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)    Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning    Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)  Some of the resources that View Legal has on offer that may be of assistance include:  View apps Weekly View blog Published View books Related articles and resources: PODCAST - A Year in ReVIEW 2020 Listen to View’s previous episode here.

In 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 management has become arguably the biggest investment made by View. Many of the principles View now embraces are because we first tried every other known approach - and failed. To help you avoid enduring the same journey, this webinar uses case study examples and insights from the leading thinkers in the area to answer the following questions: Why the main thing, is keeping the main thing, the main thing What one, off the shelf tool, can change everything How workflow management is rarely helped by any form of technology What are the 7 biggest lies of the project management industry How can you avoid making the wrong mistakes For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.   Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.    Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)    Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning    Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)  Some of the resources that View Legal has on offer that may be of assistance include:  View apps Weekly View blog Published View books  Related articles and resources: PODCAST #37 – The 7 Steps to Success – Implementing View’s Turn-key adviser facilitated estate planning platform PODCAST #45 – Exploring the Science of Sales PODCAST #18 – Firm of the Future – Now Listen to View’s previous episode here

In 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 latest developments in the insurance funded business succession space.  While this webinar complements our April 2021 webinar (Business succession (without insurance): Easy as A, B, C ), there is no need to have attended the earlier event.  The topics covered in this our September 2021 webinar include: The key strategies for both external insurance and self-insured business owner exit arrangements Structuring insurance ownership alternatives, including a deep dive into the main approached (being trust, self, super and hybrid ownership) Leveraging holistic approaches to seamlessly integrate business succession and estate planning strategies Unbundling the implications of the approach the Tax Office takes in this area, including key tax rollovers Numerous case study examples   For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.     Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.    Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)    Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning    Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)  Some of the resources that View Legal has on offer that may be of assistance include:  View apps Weekly View blog Published View books Related articles and resources: PODCAST #8 – Restructuring businesses for asset protection and succession PODCAST #20 – Business succession – Master class PODCAST #57 – Business succession (without insurance): Easy as A, B, C Listen to View’s previous episode here.

In 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 with the main alternatives for trust structures in estate planning, including: unbundling the key features of inter vivos trusts, pre-death testamentary trusts and post-death testamentary trusts worked examples of each structure exploring restructuring options when the 'wrong' trust is chosen analysing the key tax consequences of each approach numerous case study examples For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.   Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.  Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning  Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)  Some of the resources that View Legal has on offer that may be of assistance include:  View apps Weekly View blog Published View books Related articles and resources: PODCAST #14 – Testamentary Trusts Bespoke Planning Opportunities PODCAST  #28 – Adviser facilitated Estate planning – Everything you need to know to deliver exceptional value PODCAST  #51 – Testamentary Trusts – the latest tips and traps Listen to View’s previous episode here.

In 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? The combination of the so called '3 Ps' - being Productisation, Positioning and Pricing is arguably the best place to start. This webinar uses case study examples and insights from the leading thinkers in the area to answer the following questions: Where to start - today Off the shelf or bespoke - or both Positioning – is it all about the brand Distribution and monetisation – what works well   For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.   Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.    Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)    Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning    Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)  Some of the resources that View Legal has on offer that may be of assistance include:  View apps Weekly View blog Published View books Related articles and resources: PODCAST: #42 – Unbundling the Pricing Debate (& how to actually trash your timesheet) PODCAST: #45 – Exploring the Science of Sales Listen to View’s previous episode here.

In 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 interplay between the superannuation regime and the enduring powers of attorney rules. This webinar explores all the key issues in this regard, including: How to structure the appointment of attorneys with reference to superannuation entitlements The interrelationship between attorneys, enduring attorneys, guardians, super fund trustees, executors and binding death benefit nominations The ability for attorneys to make BDBNs and manage 'fast death tax' The role of state government departments The implications of the key recent court decisions in this area   For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.     Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.    Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)    Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning    Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)  Some of the resources that View Legal has on offer that may be of assistance include:  View apps Weekly View blog Published View books Related articles and resources: PODCAST - #11 – Superannuation and estate planning Master Class PODCAST - #3 – Superannuation and estate planning Listen to View’s previous episode here.

In 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 problems arising in the future. Every year since 2017 View’s ‘Trust Horror Stories’ webinars have been one of our most popular events, the 2021 webinar is entirely new content, sourced from the last 12 months. Learn from a range of case studies, including: 2 appointors, 0 capacity + kids behaving badly What do you mean the settlor can’t be a beneficiary? The $1,000 settlement sum that was still wrong … Why pay 50% tax, when you can pay 100% Dirty deeds done dirt cheap For access to more webinars and resources join one (or all) of the View Communities.  Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.   Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.    Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)    Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning    Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)  Some of the resources that View Legal has on offer that may be of assistance include:  View apps Weekly View blog Published View books   Related articles and resources: #48 – Trust Horror Stories … the 4th Edition #40 – Trust Horror Stories… the 3rd Edition #29 – Trust Horror Stories Listen to View’s previous episode here.

In 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.    This, our April 2021 webinar, explores the key issues advisers should be aware of in business succession, including: a The roles and responsibilities of each adviser (accountant, financial adviser, broker and lawyer) Starting at the start - getting the valuation right Unbundling the succession pathways – employees, family or external acquisition Becoming 'deal ready' and managing the due diligence process Share sales v asset sales - the why, how and whats Managing risk including warranties, indemnities and tax liabilities Numerous case study examples   For access to more webinars and resources join one (or all) of the View Communities. Also, the case Matthew mentioned in relation to changing the jurisdiction of a trust to South Australia from 2020 was Clarke v Ebdon [2020] SASC 67, our case summary will be shared into the closed group feeds of our TechniView and AdVIEWser communities.  Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.     Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.    Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)    Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning    Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)  Some of the resources that View Legal has on offer that may be of assistance include:  View apps Weekly View blog Published View books Related articles and resources: Blog: Trust-owned business succession insurance arrangements: Some clarity at long last Blog: Company owned insurance policies for business succession Book: The Seven Foundations Of Business Succession   Listen to View’s previous episode here.

Estate 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 through all the key issues that advisers need to know in relation to delivering facilitated administration of any deceased estate, including:   Explaining the key steps in obtaining probate Exploring the primary area for opportunity for advisers delivering facilitated estate administration solutions Pricing of estate administration products Numerous case study examples For access to more webinars and resources join one (or all) of the View Communities. Also, the case Matthew mentioned in relation to changing the jurisdiction of a trust to South Australia from 2020 was Clarke v Ebdon [2020] SASC 67, our case summary will be shared into the closed group feeds of our TechniView and AdVIEWser communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.   Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.    Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)    Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning    Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)    Some of the resources that View Legal has on offer that may be of assistance include:  View apps Weekly View blog Published View books Related articles and resources: Podcast episode #34 - Adviser Facilitated Probate and Estate Administration Podcast Episode #31 - Probate and Estate Administration – Everything You Need To Know Overview of Probate and Estate Administration   Listen to View’s previous episode here.

In 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 key legislation changes latest examples of the attitude of the Australian Taxation Office towards various estate planning strategies insights into the latest bespoke planning opportunities we have sourced from the last 12 months For access to more webinars and resources join one (or all) of the View Communities. Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business. Techniview - For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) Adviewser - For advisers wanting to facilitate legal solutions for their clients in holistic Estate Planning Viewruption - For professional service providers wanting to iterate their business model (including abandoning timesheets)   Some of the resources that View Legal has on offer that may be of assistance include: View apps Weekly View blog Published View books   Related articles and resourses: Estate Planning 2020 - where are we at? Apps for Estate Planning The Nine Steps to a Complete Estate Plan - Book   Listen to View’s previous episode here.