#20 – Business succession – Master class

This is a podcast of the webinar ‘Business succession – Master class’ held on 21 April 2016.

The webinar was presented by specialist View team members Carrie Payne and Patrick Ellwood.

Leveraging off a raft of questions raised with us in recent months by advisers from across Australia, this in-depth ‘Master Class’ presentation will explore in detail a range of the most topical issues in the business succession space using case study example in areas including:

1. How most insurance funded buy-sell agreements operate;

2. The main alternatives available when determining how the insurance policies should be owned;

3. The taxation consequences of the different ownership approaches; and

4. The impact of all recent legislative changes, including recent modifications to the trust ownership approach.

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#19 – Estate planning – Tools to grow your business

Estate planning webinar image
This is a podcast of the webinar ‘Estate planning – Tools to grow your business’ held on 15 March 2016.

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

Estate planning is arguably the ‘new black’ for many advisers. One of the very few areas of the law where advisers and clients can work collaboratively and constructively. Estate planning and related areas can be a critical value proposition for any adviser wanting to remain relevant.

This session will explore five key ways you can deliver client solutions that will also grow your business, namely:

Online adviser facilitated estate planning;
Adviser facilitated probate and estate administration;
‘All You Can Eat’ legal document access;
The VIP platform; and
The View Rewards program.