ViewLegal Podcast View Legal

In many holistic estate planning exercises, superannuation is either the second largest - or largest - asset.
As superannuation savings continue to accumulate the number of disputes in relation to death benefit payments also seems to be growing.
Particularly in the SMSF space, it is critical for advisers to understand the interplay between the various superannuation rules on the payment of a death benefit; not least of which the decision on whether to utilise some form of binding nomination.
This webinar will help advisers get off risk in this area by exploring a range of issues, including:
The various forms of superannuation nominations Why binding nominations are rarely the right approach What exactly is a ‘superannuation will’ What wins: BDBN or reversionary pension Should I be concerned about the notional estate regime Story sharing, including from leading court cases 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: #81 – Superannuation and Estate Planning: A recipe for disaster 
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 2024 webinar is entirely new content, sourced from the last 12 months.
Learn from a range of case studies, including:
1.       What could possibly go wrong?
2.       Directors, wet signing and banks being banks
3.       Home sweet home … trusts and land tax
4.       Tax law v property law … and the winner is?
5.       Save Ferris!: owning assets on trust for oneself
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: Trust Horror Stories the 7th Edition PODCAST: Trust Horror Stories the 6th Edition Listen to View’s previous episodes here. 
 

Families that do not endure relationship breakdowns, or at least significant differences in opinions, are essentially unicorns in the modern world.
To ensure advisers are off-risk – and adding value – holistic estate planning strategies to manage the ‘outlaws’ are essentially compulsory.
This event will explore a range of key approaches and recent developments including:
Structuring new trusts to achieve appropriate safety Conversion of existing trusts to achieve adequate protection Approaches in the design of testamentary trusts Legitimately minimising the rights of estranged family members Story sharing, including from leading court cases 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: #81 – Superannuation and Estate Planning: A recipe for disaster  PODCAST: #77 – Blended families and estate planning – 14 Further Strategies for Success  Listen to View’s previous episodes here.

Holistic 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 related offerings; and – arguably more importantly – get off risk.
In particular, the webinar will step through all the key issues that advisers need to know in relation to delivering facilitated administration of any deceased estate, including:
The main steps in obtaining probate Opportunities for advisers delivering facilitated estate administration solutions Pricing of estate administration products Examples and story sharing 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: #56 – Adviser Facilitated Administration and Probate: the Seven Steps to Successfully Implement View’s Turn-key Solution  PODCAST: #34 – Adviser facilitated Probate and Estate Administration 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 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 insights into the latest bespoke planning opportunities we have sourced from the last 12 months including addressing Perpetuity Trusts, informal wills and mandated superannuation arrangements 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: #81 – Superannuation and Estate Planning: A recipe for disaster 
PODCAST: #77 – Blended families and estate planning – 14 Further Strategies for Success
Listen to View’s previous episodes here. 

At 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 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: #74 Year in ReVIEW 2022  PODCAST: #67 Year in ReVIEW 2021  Listen to View’s previous episodes here.