#44 – Choosing the Right Business Structure – Simple! (in theory…)

In this podcast the View Legal team explore the following topic: Choosing the Right Business Structure– Simple! (in theory…) which was held on 19 September 2019.

This podcast is a take out of that session and the full webinar is available via the View Legal website 

Following on from View’s asset protection webinar last month a related topic that explores how the success – or failure – of a new business often hinges on having the right structural foundations.

In the episode we also explore the various options available for establishing any new business, including;

  1. The key legal and commercial risks of all structuring alternatives
  2. Overly and revenue consequences of each type of structure
  3. Limited liability and domino risks
  4. Future-proofing structures for business
  5. Managing internal stakeholder collaboration
  6. Family Trusts and their effect on Business Structures using case study examples
  7. Interplay with estate planning and tax

Listen to View’s previous episode here.

Related articles

Trust-owned business succession insurance arrangements: Some clarity at long last
Fettering of a trustee’s discretion – when will it be ignored? **
Company owned business succession insurance<
Insurance funded buy-sell arrangements

 

Purchase Full Webinar

Interested to know more?

  1. Subscribe to the free weekly blog posts:
    http://blog.viewlegal.com.au/?m=1
    To subscribe to the blog, simply enter your email address in the subscription box in the right hand column or alternatively, subscribe through your preferred RSS feed from your browser.
  2. Education programs
    View Legal specialises in all forms of adviser education and collaborative learning.
    We are fortunate to regularly present to accountants, financial planners, other lawyers and risk advisers.
    Our programs are tailored to meet your specific requirements and can be delivered in lengths ranging from 20 minute web-based updates to 5 day in-house courses (and every permutation in between) and formats including in person, webinar and video streaming. Our most popular sessions tend to be 90 minute team trainings, which can be recorded for future use.
    A sample of some of our current topics is set out at the following link – /product-category/events/
    Or simply stream or purchase DVD copies of previous programs via the following link – /recorded-webinars/
    You can also explore and enrol to all of our View University courses here.
    More generally, each View University course is designed to be relevant for all advisers including accountants, financial advisers and lawyers.
    With 35 discrete learning modules and over 15 hours of technical content in each course, including webinars, vidcasts, and technical papers, the university level courses are the first of their kind in the Australian marketplace.
    For those advisers who can not self assess their professional development compliance, all 6 courses have received accreditation from the Financial Planning Association (FPA), namely – accreditation number 008722 for 70.5 hours.
  3. Business model iteration
    Matthew Burgess has been recognised as a thought leader in delivery of professional service solutions by peers, industry commentators and competitors. He regularly presents keynotes in this area as well as coordinating and facilitating firm retreats and education programs.
    Indeed, Matthew is the only practising lawyer in Australia who is a Certified Speaking Professional (CSP), a designation conferred by the Professional Speakers Australia (PSA), the industry’s leading organisation. The CSP is likewise the speaking profession’s international measure of professional platform competence.
    Matthew is counted among the rare 12 percent of professional speakers worldwide who currently hold the CSP credential.
    Learn more about Matthew’s business model presentations here – https://viewlegal.com.au/matthewburgessspeaking/
    Learn more about the 4 business books Matthew has written here – http://www.thedreamenabler.com.au/

#43 – The 9 Key Principles of Asset Protection

This is a podcast of ‘The 9 Key Principals of Asset Protection’ held on 29 August 2019.

In a sentence, asset protection is often referred to as having sufficient control of assets, such that if an individual is successfully sued these assets will not be available to be used to recompense the successful litigant.

This is however only one aspect of a comprehensive asset protection strategy.

This webinar leverages View’s textbook of the same title to explore the key principles to achieving best practice asset protection, using case study examples to deeply explore a range of issues including:

  1. Optimal use of trust structures for protection
  2. Bankruptcy and family law rules
  3. Interplay of estate planning and superannuation principles
  4. Best practice personal structuring strategies

Related articles

UPEs and an Asset Protection Trap
Using court drafted wills to achieve asset protection and tax planning
Changing trustees of trusts – Simple in theory … not so simple in practice
Podcast: #33 – An Asset Protection – Master Class
Taxation consequences of testamentary trust distributions – Part I

Purchase Full Webinar

Interested to know more?

  1. Subscribe to the free weekly blog posts:
    http://blog.viewlegal.com.au/?m=1
    To subscribe to the blog, simply enter your email address in the subscription box in the right hand column or alternatively, subscribe through your preferred RSS feed from your browser.
  2. Education programs
    View Legal specialises in all forms of adviser education and collaborative learning.
    We are fortunate to regularly present to accountants, financial planners, other lawyers and risk advisers.
    Our programs are tailored to meet your specific requirements and can be delivered in lengths ranging from 20 minute web-based updates to 5 day in-house courses (and every permutation in between) and formats including in person, webinar and video streaming. Our most popular sessions tend to be 90 minute team trainings, which can be recorded for future use.
    A sample of some of our current topics is set out at the following link – /product-category/events/
    Or simply stream or purchase DVD copies of previous programs via the following link – /recorded-webinars/
    You can also explore and enrol to all of our View University courses here.
    More generally, each View University course is designed to be relevant for all advisers including accountants, financial advisers and lawyers.
    With 35 discrete learning modules and over 15 hours of technical content in each course, including webinars, vidcasts, and technical papers, the university level courses are the first of their kind in the Australian marketplace.
    For those advisers who can not self assess their professional development compliance, all 6 courses have received accreditation from the Financial Planning Association (FPA), namely – accreditation number 008722 for 70.5 hours.
  3. Business model iteration
    Matthew Burgess has been recognised as a thought leader in delivery of professional service solutions by peers, industry commentators and competitors. He regularly presents keynotes in this area as well as coordinating and facilitating firm retreats and education programs.
    Indeed, Matthew is the only practising lawyer in Australia who is a Certified Speaking Professional (CSP), a designation conferred by the Professional Speakers Australia (PSA), the industry’s leading organisation. The CSP is likewise the speaking profession’s international measure of professional platform competence.
    Matthew is counted among the rare 12 percent of professional speakers worldwide who currently hold the CSP credential.
    Learn more about Matthew’s business model presentations here – https://viewlegal.com.au/matthewburgessspeaking/
    Learn more about the 4 business books Matthew has written here – http://www.thedreamenabler.com.au/

#42 – Unbundling the Pricing Debate (& how to actually trash your timesheet)

This is a podcast of the ‘Unbundling the Pricing Debate (& how to actually trash your timesheet)’ held on 25 July 2019.2019-view-legal-events-unbundling-the-pricing-debate

The Trashing the Timesheet debate rages for many; and is so 2018 for others.

Having clocked up (no pun intended) over 10 years without recording single chargeable unit, it is timely (again no pun intended) to share our views (there we go again) about what’s hot and not with the ongoing utility of the incumbent pricing model for profession service firms.

In this webinar we will explore what it is like to be part of a long standing timeless law firm, including how do you:

  1. know if your team members are doing anything?
  2. know if you are making any money?
  3. track your costs of production?
  4. prove your value?
  5. fix price when you have no way of knowing how long the litigation or transaction will take?

Related articles

How to innovate: Think what BigLaw would do; and do the opposite
Insights on the Journey to Value Pricing
Your sex is on your timesheet** as View announces abandoning of abandoning of timesheets

Purchase Full Webinar

Interested to know more?

  1. Subscribe to the free weekly blog posts:
    http://blog.viewlegal.com.au/?m=1
    To subscribe to the blog, simply enter your email address in the subscription box in the right hand column or alternatively, subscribe through your preferred RSS feed from your browser.
  2. Education programs
    View Legal specialises in all forms of adviser education and collaborative learning. We are fortunate to regularly present to accountants, financial planners, other lawyers and risk advisers.
    Our programs are tailored to meet your specific requirements and can be delivered in lengths ranging from 20 minute web-based updates to 5 day in-house courses (and every permutation in between) and formats including in person, webinar and video streaming. Our most popular sessions tend to be 90 minute team trainings, which can be recorded for future use.
    A sample of some of our current topics is set out at the following link – /product-category/events/
    Or simply stream or purchase DVD copies of previous programs via the following link – /recorded-webinars/
    You can also explore and enrol to all of our View University courses here , including the course that complements this white paper. The base course that complements this white paper is free for all advisers.
    More generally, each View University course is designed to be relevant for all advisers including accountants, financial advisers and lawyers.
    With 35 discrete learning modules and over 15 hours of technical content in each course, including webinars, vidcasts, and technical papers, the university level courses are the first of their kind in the Australian marketplace.
    For those advisers who can not self assess their professional development compliance, all 6 courses have received accreditation from the Financial Planning Association (FPA), namely – accreditation number 008722 for 70.5 hours.
  3. Business model iteration
    Matthew Burgess has been recognised as a thought leader in delivery of professional service solutions by peers, industry commentators and competitors. He regularly presents keynotes in this area as well as coordinating and facilitating firm retreats and education programs.
    Indeed, Matthew is the only practising lawyer in Australia who is a Certified Speaking Professional (CSP), a designation conferred by the Professional Speakers Australia (PSA), the industry’s leading organisation. The CSP is likewise the speaking profession’s international measure of professional platform competence.
    Matthew is counted among the rare 12 percent of professional speakers worldwide who currently hold the CSP credential.
    Learn more about Matthew’s business model presentations here – https://viewlegal.com.au/matthewburgessspeaking/
    Learn more about the 4 business books Matthew has written here – http://www.thedreamenabler.com.au/

#41 – Foundations for the Future ‘how to do it’ webinar – How to Leverage the Universal Laws for Success into your business model

This is a podcast of the Foundations for the Future ‘how to do it’ webinar – How to Leverage the Universal Laws for Success into your business model held on 27 June 2019.fof

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 will be change.

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

As part of our ‘Foundations for the Future’ series, this webinar will use case studies and provide practical ideas that can be immediately implemented, while exploring:

  1. Think fast; think slow; think no
  2. Why no one expects the Black Swan
  3. Why is common sense so uncommon in professional service firms
  4. Making correct decisions when there’s too much data

Related articles

How to innovate: Think what BigLaw would do; and do the opposite
Tyre pumping, timesheets and The Force
What exactly is a firm of the future?

Purchase Full Webinar

Interested to know more?

  1. Subscribe to the free weekly blog posts:
    http://blog.viewlegal.com.au/?m=1
    To subscribe to the blog, simply enter your email address in the subscription box in the right hand column or alternatively, subscribe through your preferred RSS feed from your browser.
  2. Education programs
    View Legal specialises in all forms of adviser education and collaborative learning.
    We are fortunate to regularly present to accountants, financial planners, other lawyers and risk advisers.
    Our programs are tailored to meet your specific requirements and can be delivered in lengths ranging from 20 minute web-based updates to 5 day in-house courses (and every permutation in between) and formats including in person, webinar and video streaming. Our most popular sessions tend to be 90 minute team trainings, which can be recorded for future use.
    A sample of some of our current topics is set out at the following link – /product-category/events/
    Or simply stream or purchase DVD copies of previous programs via the following link – /recorded-webinars/
    You can also explore and enrol to all of our View University courses here.
    More generally, each View University course is designed to be relevant for all advisers including accountants, financial advisers and lawyers.
    With 35 discrete learning modules and over 15 hours of technical content in each course, including webinars, vidcasts, and technical papers, the university level courses are the first of their kind in the Australian marketplace.
    For those advisers who can not self assess their professional development compliance, all 6 courses have received accreditation from the Financial Planning Association (FPA), namely – accreditation number 008722 for 70.5 hours.
  3. Business model iteration
    Matthew Burgess has been recognised as a thought leader in delivery of professional service solutions by peers, industry commentators and competitors. He regularly presents keynotes in this area as well as coordinating and facilitating firm retreats and education programs.
    Indeed, Matthew is the only practising lawyer in Australia who is a Certified Speaking Professional (CSP), a designation conferred by the Professional Speakers Australia (PSA), the industry’s leading organisation. The CSP is likewise the speaking profession’s international measure of professional platform competence.
    Matthew is counted among the rare 12 percent of professional speakers worldwide who currently hold the CSP credential.
    Learn more about Matthew’s business model presentations here – https://viewlegal.com.au/matthewburgessspeaking/
    Learn more about the 4 business books Matthew has written here – http://www.thedreamenabler.com.au/

#40 – Trust Horror Stories… the 3rd Edition

This is a podcast of the ‘Trust Horror Stories… the 3rd Edition’ webinar held on 23 May 2019.

trust-horror-stories2

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 aim of helping avoid similar problems arising in the future.

While our 2017 and 2018 ‘Trust Horror Stories’ webinars were two of our most popular events, the 2019 webinar is entirely new content, sourced from the last 12 months. Learn from a range of case studies, including –

  1. All is fair in love and war (including unilateral amendment of family trust elections)
  2. The trouble with predicting the future (a.k.a. bizarre vesting date definitions)
  3. Lost, recreated, found, and then lost again trust deeds
  4. When banks are bullies
  5. Five law firms, three accountants, one incapacitated appointor … and the missing $32M credit loan

Related articles

Seven dwarves, pizzas for the homeless and pre-chopped broccoli florets** – taking the detail to a whole new level
Brown M&Ms, invasion by aliens and when trust beneficiaries aren’t beneficiaries
Trust distributions and the Domazet decision
Can trusts last forever now? **

Purchase Full Webinar

Interested to know more?

  1. Subscribe to the free weekly blog posts:
    http://blog.viewlegal.com.au/?m=1
    To subscribe to the blog, simply enter your email address in the subscription box in the right hand column or alternatively, subscribe through your preferred RSS feed from your browser.
  2. Education programs
    View Legal specialises in all forms of adviser education and collaborative learning.
    We are fortunate to regularly present to accountants, financial planners, other lawyers and risk advisers.
    Our programs are tailored to meet your specific requirements and can be delivered in lengths ranging from 20 minute web-based updates to 5 day in-house courses (and every permutation in between) and formats including in person, webinar and video streaming. Our most popular sessions tend to be 90 minute team trainings, which can be recorded for future use.
    A sample of some of our current topics is set out at the following link – /product-category/events/
    Or simply stream or purchase DVD copies of previous programs via the following link – /recorded-webinars/
    You can also explore and enrol to all of our View University courses here.
    More generally, each View University course is designed to be relevant for all advisers including accountants, financial advisers and lawyers.
    With 35 discrete learning modules and over 15 hours of technical content in each course, including webinars, vidcasts, and technical papers, the university level courses are the first of their kind in the Australian marketplace.
    For those advisers who can not self assess their professional development compliance, all 6 courses have received accreditation from the Financial Planning Association (FPA), namely – accreditation number 008722 for 70.5 hours.
  3. Business model iteration
    Matthew Burgess has been recognised as a thought leader in delivery of professional service solutions by peers, industry commentators and competitors. He regularly presents keynotes in this area as well as coordinating and facilitating firm retreats and education programs.
    Indeed, Matthew is the only practising lawyer in Australia who is a Certified Speaking Professional (CSP), a designation conferred by the Professional Speakers Australia (PSA), the industry’s leading organisation. The CSP is likewise the speaking profession’s international measure of professional platform competence.
    Matthew is counted among the rare 12 percent of professional speakers worldwide who currently hold the CSP credential.
    Learn more about Matthew’s business model presentations here – https://viewlegal.com.au/matthewburgessspeaking/
    Learn more about the 4 business books Matthew has written here – http://www.thedreamenabler.com.au/