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

Ongoing changes to Australia’s tax and regulatory framework have had an enormous impact on virtually all estate planning strategies.   Arguably the key risk however for customers and advisers alike is failing to manage the fundamental issues in relation to the structure and taxation of testamentary trusts.  This session will use liberal story sharing to provide […]

#101 – Perfecting Pricing Principles

This webinar explores one of the most problematic issues faced by any trustee and their adviser – a lost trust Many observers are predicting that the impending changes to the professional services industries will be unprecedented. A ‘perfect storm’ across issues such as digital disruption, de-leveraging and new entrants mean that the only certainty will […]

#100 – Lost Trust Deeds

This webinar explores one of the most problematic issues faced by any trustee and their adviser – a lost trust deed. Without a fully executed, ‘wet ink’ trust deed there can be disastrous tax, stamp duty and administration issues that arise. This session will provide practical recommendations for addressing all key issues that arise with […]

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

View’s April 2025 webinar (Asset protection planning; without paying tax and duty – what’s the latest) was one of the most popular in recent history.  Many specialist advisers posed many thoughtful questions focused on the Gift & Loan Back strategy, that timing did not allow for exploring.  Those questions – and many others – will […]

#98 -Trust Horror Stories … the 9th Edition

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 […]

#95 – Estate planning in 2025 – where are we at?

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 […]

#94 – 2024 The Year in ReView

At least once a week throughout the course of 2024, 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 2024 in what will be a fast paced, thought-provoking and […]