#11 – Superannuation and estate planning Master Class

15606484029_3c09a2e0fa_mThis is a podcast of the webinar ‘Superannuation and Estate planning Master class’ held on 29 April 2015.

The webinar was presented by Patrick Ellwood and Matthew Burgess, directors of View and widely recognised as two of Australia’s leading revenue focused lawyers in this area.

This 90 minute presentation focused on estate planning issues that need to be considered to ensure assets are protected from family disputes, including spendthrift beneficiaries and creditors, including:

  1. recent cases regarding death benefit nominations;
  2. strategies for death benefit nominations, reversionary pensions and superannuation wills;
  3. approaches for aligning superannuation entitlements with wider estate plans; and
  4. the impact of adjacent areas of the law including enduring powers of attorney, marriage breakdowns and the ‘notional estate’ provisions that can apply where wills are challenged.

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#10 – How to access market leading advice …. For less than $1 a week

IMG_0481This is a podcast of the webinar ‘How to access market leading advice …. For less than $1 a week’ held on 25 February 2015.

The webinar was facilitated by legendary entrepreneur Paul Dunn, Chairman of B1G1 – Business for Good.  With Paul, View directors Matthew Burgess and Tara Lucke, explored the key themes in the revolution of professional service advice, including how advisers can best leverage the ‘VIP platform’.

The VIP (View Intellectual Property) platform is a subscription service that, for the first time, creates access to high quality legal advice at exceptional value on a wholesale basis to accountants, financial planners and lawyers Australia wide.

The platform has been built around market feedback and includes a number of features available exclusively to subscribers.

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