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

Business succession planning, as part of holistic estate planning, is arguably 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. This session will explore the latest […]

#75 – Estate planning in 2023 – 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 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 […]

#74 – A Story for You: 2022 – The Year in ReView

At least once a week throughout the course of 2022, 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 2022 in what will be a fast paced, thought-provoking and […]

#73 – Selling Solutions as a Service (AKA: Subscription for PSFs unbundled)

The Trashing the Timesheet debate v Fixed Pricing continues to rage for many. The evidence suggests however these subscription platforms are where it is at for the winning professional service firms. In this webinar we will explore what it is like to be part of a ‘members only’ law firm, including exploring: Some background on […]

#72 – Post Death Trusts = Asset Protection + Tax Planning

Post death estate planning strategies are a key area for any adviser in the estate planning space. The combination of strict rules around managing the assets of a deceased, together with both tax planning and asset protection issues, means that while there are planning opportunities, care must be taken. This webinar will explore numerous key […]

#71 – Superannuation War Stories

In many estate planning exercises, superannuation is either the second largest – or largest – asset. As superannuation savings continue to accumulate the number of disputes in the self managed superannuation fund space is also increasing. It is critical for advisers to understand the key rules. This webinar will explore numerous superannuation ‘war’ stories – […]

#70 – Helpful Hacks

Many observers are predicting that the changes to the 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? Based on […]

#69 – Agribusinesses + Trusts: The formula to avoid Failure

In agribusiness, family trusts are arguably the single most used structure. As with all agribusiness structures managing trust arrangements both in day to day operations and succession planning is critical. This webinar explores all the key issues in this space, including: Control of family trusts in agribusiness situations and succession of control on various exit […]

#68 – Trust Horror Stories … the 6th 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 aim […]

#67 – Blended families and estate planning – 13 Strategies for Success   

At least statistically, blended families are an issue in at least every second estate plan. And, at least in theory, there are no particularly unique issues from an estate planning perspective that need to be considered in a blended family situation, as compared to any other estate planning exercise. In saying this however, there are […]