View Legal

#113 – Being fair v being equal: Balancing adjustments in holistic estate planning

Aimee Singleton — Fri, 11 Sep 2026 04:28:29 +0000

In any estate planning exercise involving more than one potential beneficiary a threshold question will be whether the focus is on achieving a distribution that is fair, or equal.

Where equality is the desired outcome there are a range of second order consequences that need to be managed.

This webinar will provide an overview of the key issues advisers must consider in guiding their customers in this area, including:

Exploration of the key balancing adjustment strategies, including loans, UPEs, superannuation and capital gains tax;
Consideration of the main legal documentation relevant, including ‘hotchpot’ clauses in wills;
Analysis of the various points in time that can be used as the ‘effective date’;
Discussion of leading cases; and
Practical examples.

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: #107 – Adviser Facilitated Business Succession Planning: The Steps for Success

PODCAST: #108 – Asset Revaluation Reserves: A Holistic Estate Planning Strategy Unpacked

Listen to View’s previous episodes here.

#112 – Dividing the Indivisible: Discretionary Trusts and Holistic Estate Planning

Aimee Singleton — Mon, 24 Aug 2026 05:10:32 +0000

In many holistic estate planning exercises arguably the most strategic question to resolve is how to manage wealth controlled via one or more discretionary trusts.

This webinar explores the key issues with the main alternatives for discretionary trust structures in holistic estate planning, including:

Unbundling the ‘go-to’ strategies including corporatisation, splitting and cloning
Worked examples of each main type of restructure
Analysing the key tax consequences of each approach
Exploring fundamental re-engineering strategies such as vesting and conversion
Numerous case study examples

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: #103 – Trust Distribution Disasters … & how to avoid them

PODCAST: #61 What trust is for when: inter vivos; testamentary and post death trusts explored

Listen to View’s previous episodes here.

#111 – Common Sense: Professional Service Firm Superpower or Unicorn Poop?

Aimee Singleton — Fri, 17 Jul 2026 02:40:22 +0000

Many observers are predicting that the changes to the legal and professional services industries over the next 3 years will be unprecedented.

A ‘perfect storm’ across issues such as digital disruption, de-leveraging and new entrants mean that the only certainty in ongoing change.

The key question for every professional is – what do we do?

As part of View’s ‘Foundations for the Future’ series, this webinar will provide practical ideas that can be immediately implemented, while exploring arguably common sense concepts such as:

1. Is the future here; just unevenly distributed?

2. What is the impact of the ‘3 P Principles’ (Peter, Parkinsons and Pareto) in 2026?

3. How simplicity truly is the ultimate sophistication;

4. The One Thing Model (AKA, the main thing is to keep the main thing, the main thing)

5. Case study examples.

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: #94 – 2024 The Year in ReView

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

#110 – Tax on death: The Key CGT Rules Explained

Aimee Singleton — Fri, 19 Jun 2026 01:51:37 +0000

The mantra that death and taxes are the only certainties in life arguably remains true; with the qualification that at least on death there are not ongoing changes … unlike the tax regime; the 2026 Budget the latest piece of supporting evidence.

The capital gains tax (CGT) rules for deceased estates are a foundational area for all advisers in the holistic estate planning space.

This webinar will explore the key rules advisers must consider with deceased estates including:

How the CGT cost base rules work
What occurs in relation to losses
The impact of various forms of testamentary trusts
Key issues to be aware of with non-resident assets or non-resident beneficiaries
Leading Tax Office statements and cases

And while we planned the content for this event well before the 2026 Budget, we will ensure there is a full unpacking of the key principles advisers may now need to also consider in this area.

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:

Listen to View’s previous episodes here.

#109 – Trust Horror Stories … the 10th Anniversary Edition

Aimee Singleton — Sun, 17 May 2026 10:01:35 +0000

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 10^th Anniversary edition of our ‘Trust Horror Stories’ webinar series we will explore the most instructive trust ‘horror’ stories that View has helped resolve over the last 10 years – all shared with the aim of helping avoid similar problems arising in the future.

Learn from a range of case studies, including:

Dirty deeds done dirt cheap
When 12 trusts are barely enough
The One Day Trust
Are 99 year perpetuity periods a problem – that’s less than 100 years(?)
Family homes owned via trusts; foolproof right Bueller, Bueller, Bueller(?)

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: #98 -Trust Horror Stories … the 9th Edition

PODCAST: #88 – Trust Horror Stories… the 8th Edition

Listen to View’s previous episodes here.

#108 – Asset Revaluation Reserves: A Holistic Estate Planning Strategy Unpacked

Aimee Singleton — Fri, 24 Apr 2026 00:47:15 +0000

Whenever a trust owns assets intended to be addressed as part of an estate plan the loan accounts and unpaid present entitlements are critical aspects to be considered.

The issues in this regard are almost always magnified when any form of asset revaluation is undertaken, particularly when the second order consequences of the wider estate plan are ignored.

This practically focused webinar will explore the key issues for advisers to be aware of in relation to asset revaluation reserves (ARRs), including:

How to create an ARR
What the trust deed must provide to allow a valid ARR
What other documentation is required to implement an ARR
Consideration of the key revenue and trust law risks with ARRs
Exploration of leading ARR decisions and case study examples

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: #106 – Estate Planning 2026 Where are we at

PODCAST: #96 – Adviser Facilitated Estate Planning: & the Story Behind the Seven Steps to Success

Listen to View’s previous episodes here.

#107 – Adviser Facilitated Business Succession Planning: The Steps for Success

Aimee Singleton — Wed, 08 Apr 2026 04:28:35 +0000

Holistic Estate planning is widely considered as being ‘so hot right now’ for many advisers.

Business succession planning, as part of holistic estate planning, is arguably becoming the ‘go to’ value add for many advisers.

This session will explore the key ways financial advisers, accountants, risk advisers and other lawyers can leverage View’s facilitated business succession planning platform to monetise their offering; while managing risk.

With updated content for 2026, the webinar will explore the latest iterations available for advisers wanting to facilitate or project manage product delivery in areas such as:

Insurance funded buy sell deeds
All forms of non-insurance funded agreements (including shareholder, partnership agreements and property owners deeds)
Interplay with wider offerings (including trust succession and estate planning)
Stapling of arrangements across multiple entities
Annual business succession planning health check

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: #104 – Securing succession of SMSFs as part of an estate plan

PODCAST: #76 – Adviser Facilitated Business Succession Planning: The Steps for Success

Listen to View’s previous episodes here.

#106 – Estate Planning 2026 Where are we at

Aimee Singleton — Sun, 22 Feb 2026 03:04:09 +0000

The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months. This webinar will use case studies to explore all key recent developments including:

the key estate planning related court decisions over the last 12 months

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

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

PODCAST: # 85 – Estate planning in 2024 – where are we at?

Listen to View’s previous episodes here.

#105 – 2025 The Year in ReView

Aimee Singleton — Mon, 17 Nov 2025 05:35:04 +0000

At least once a week throughout the course of 2025, 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 2025 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!

Topics will include exploration of the links between the following (as Steve Jobs might say – you will only join the dots after being at the webinar):

Already yesterday – and the golden rule of management
The Truth!! – why is Seth Godin riffing (again and again)
Get wealthy by avoiding your taxes
From stupid things, defamation grows
All bound for Mu Mu Land

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)

#104 – Securing succession of SMSFs as part of an estate plan

Aimee Singleton — Mon, 13 Oct 2025 21:07:36 +0000

For every SMSF member, regardless of whether they choose to use a binding death benefit nomination, the overriding objective of a holistic estate plan must be securing of the succession of control of the fund and in turn member benefits.

This interactive webinar will explore a range of strategies advisers can assist SMSF members with including:

key strategies to leverage at the time of establishing an SMSF

hygiene issues with maintaining originally implemented strategies

when – and how – initial strategies should be iterated

a deep dive into the key triggering events

case study exploration of key second order consequences

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)