#89 – To bind or not to bind – unbundling the great BDBN debate

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 […]

#88 – Trust Horror Stories… the 8th 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 […]

#87 – Ousting the Outlaws in Estate Planning

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: […]

#86- Adviser Facilitated Estate Administration and Probate: Stories of Success

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, ac countants, risk […]

# 85 – Estate planning in 2024 – 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 […]

# 84 – Year in ReVIEW 

At least once a week throughout the course of 2023, View 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, View reviews the highs and lows from 2023 in what will be a fast paced, thought-provoking and at […]

# 83 – Speaking and Presenting: Adviser Hacks 

At last count there were over 2,150 separate speaking and presentation skills that Matthew Burgess of View has studied and leveraged. This webinar will provide a modern day version of the Pareto Principle (aka the 80-20 rule, that is 80% of a result comes from 20% of the input). The modern day iteration being that […]

# 82 – Designer Trusts: Split, Cloned, Umbrella and Corporate Trusts  

In 2023, perhaps more than any other year recently, the appropriateness of various trust structures is in sharp focus.  With the only certainty seemingly change, the concept of ‘designer trusts’ is arguably on trend for many specialist advisers.  In particular, throughout the life cycle of a trust, there are a range of situations that may […]

#81 – Superannuation and Estate Planning: A recipe for disaster

The pace of evolution of all aspects of superannuation related estate planning has continued to intensify over the last 12 months. This webinar provides an insight into a range of issues to help advisers avoid the combination of estate planning and superannuation leading to a disaster, including: Recent cases regarding death benefit nominations, including key […]