#94 – 2024 The Year in ReView
November 18, 2024
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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
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
As (infamously) confirmed by The Godfather, the success and the strength of a family, lies in its loyalty to each other. Historically a tool almost
Perhaps because the risks are so material, fails in ultra high net wealth holistic estate plans continue to captivate advisers and the public alike. Behind
Ongoing changes to Australia’s tax and regulatory framework have had an enormous impact on virtually all business structures. Arguably the key risk however for customers
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,
In many holistic estate planning exercises, superannuation is either the second largest – or largest – asset. As superannuation savings continue to accumulate the number
Many specialist advisers have business plans that consist of one word – ‘trusts’. A significant reason for this is the myriad of seemingly never ending
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
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
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
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,
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
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 pace of evolution of all aspects of superannuation related estate planning has continued to intensify over the last 12 months. This webinar provides an
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
The Tax Office and Courts alike are increasingly focused on trustees who inadvertently breach the terms of a trust deed. Invariably the any adviser assisting
Many specialist advisers have business plans that consist of one word – ‘trusts’. A significant reason for this is the myriad of seemingly never ending
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
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
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
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
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
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
In many estate planning exercises, superannuation is either the second largest – or largest – asset. As superannuation savings continue to accumulate the number of
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
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
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
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
Estate planning is widely considered the ‘go to’ value add for many advisers. This session will explore the key ways financial advisers, accountants, risk advisers
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
In this podcast, the View Legal team explore the following topic ‘The Year in review’ which was held on 18 November 2021. At least once
In this podcast, the View Legal team explore the following topic ‘Project management: One View’ which was held on 21 October 2021. In many business
In this podcast, the View Legal team explore the following topic ‘Business succession (with insurance): Easy as 1, 2, 3′ which was held on 14
In this podcast, the View Legal team explore the following topic ‘What trust is for when: inter vivos; testamentary and post death trusts explored ‘
In this podcast, the View Legal team explore the following topic ‘The 3 P’s Unbundled: Productisation, Positioning and Pricing’ which was held on 22 July
In this podcast, the View Legal team explore the following topic ‘Superannuation + Incapacity: The formula to avoid failure’ which was held on 17 June
In this podcast, the View Legal team explore the following topic ‘Trust Horror Stories … the 4th Edition’ which was held on 20 May 2021.
In this podcast the View Legal team explore the following topic ‘Adviser Facilitated Administration and Probate: the Seven Steps to Successfully Implement View’s Turn-key Solution’
In this podcast the View Legal team explore the following topic ‘Adviser Facilitated Administration and Probate: the Seven Steps to Successfully Implement View’s Turn-key Solution’
In this podcast the View Legal team explore the following topic ‘Estate planning in 2021 – where are we at?’ which was held on 19
At least once a week throughout the course of 2020, Matthew Burgess has shared insights in relation to business model iterations, the future of the
In this podcast, the View Legal team explore the following topic ‘Executor liability – a modern day nightmare’ which was held on 22 October 2020.
In this podcast the View Legal team explore the following topic ‘Lost Trust Deeds’ which was held on 16 September 2020. This podcast is a take out
In this podcast the View Legal team explore the following topic ‘Testamentary Trusts – the latest tips and traps’ which was held on 27 August
In this podcast, the View Legal team explore the following topic ‘Value Pricing is so last year … but what exactly is so hot right
In this podcast, the View Legal team explore the following topic ‘When Trust Distributions Go Bad’ which was held on 11 June 2020. This podcast
In this podcast, the View Legal team explore the following topic ‘Trust Horror Stories … the 4th Edition’ which was held on 19 May 2020.
In this podcast, the View Legal team explore the following topic ‘Adviser Facilitated Estate Planning: Your Questions Answered’ which was held on 12 March 2020 During
This podcast is a take out of that session. To access past webinars join one of the View Communities. In this podcast, the View Legal
In this podcast, the View Legal team explore the following topic ‘Estate planning in 2020 – where are we at?’ which was held on 11
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
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
This is a podcast of the ‘Unbundling the Pricing Debate (& how to actually trash your timesheet)’ held on 25 July 2019. The Trashing the
This is a podcast of the Foundations for the Future ‘how to do it’ webinar – How to Leverage the Universal Laws for Success into
This is a podcast of the ‘Trust Horror Stories… the 3rd Edition’ webinar held on 23 May 2019. Many specialist advisers have business plans that
This is a podcast of the ‘Trust Vesting – the key ramifications’ held on 3 May 2018. The range of issues that can potentially undermine
This is a podcast of the ‘Estate Planning 2018 – Where are we at?’ held on 21 February 2018. The pace of evolution of all
This is a podcast of the ‘The 7 Steps to Success – Implementing View’s Turn-key adviser facilitated estate planning platform’ held on 8 March 2018.
This is a podcast of the ‘Foundations for the future the ‘how to do it’ webinar – How to incubate and iterate your business model –
This is a podcast of the ‘Foundations for the future the how to do it webinar – Purpose lead performance’ held on 2 November 2017.
This is a podcast of the webinar ‘An Asset Protection Master Class’ held on 18 October 2017. View’s web-based estate planning platform is widely recognised
This is a podcast of the webinar ‘An Asset Protection Master Class’ held on 13 September 2017. The need to take active steps to protect
This is a podcast of the webinar ‘Estate Planning War Stories’ held on 24 August 2017. Story telling is the cornerstone of explaining and understanding
This is a podcast of the webinar ‘Probate and estate administration – Everything you need to know’ held on 26 July 2017. Estate planning is
This is a podcast of Foundations for the future the ‘how to do it’ webinar – Persistence creates perfection held on 22 June 2017. Many
This is a podcast of the webinar ‘Trust Horror Stories’ held on 25 May 2017. Many specialist advisers have business plans that consist of one
This is a podcast of the webinar ‘Adviser facilitated Estate planning – Everything you need to know to deliver exceptional value’ held on 22 March
This is a podcast of the webinar ‘Estate planning in 2017 – where are we at?’ held on 23 February 2017. The pace of evolution
This is a podcast of the webinar ‘Foundations for the future the ‘how to do it’ webinar series – Topic 1 – Defining and monetising
This is a podcast of the webinar ‘Adviser facilitated Estate planning – Everything you need to know to deliver exceptional value’ held on 12 October
This is a podcast of the webinar ‘40 Forms of Trusts’ held on 22 September 2016. The concept of a trust is in theory relatively simple – just involving one party (the trustee) holding assets for the benefit of others (the beneficiaries).
This is a podcast of the webinar ‘2016 Pricing Master Class with Ron Baker’ held on 7 September 2016. In Australia for the first time
This is a podcast of the webinar ‘Post-Death Estate Planning Strategies’ held on 24 August 2016. Generally a comprehensive estate plan must be implemented well
This is a podcast of the webinar ‘Everything you need to know about the new Small Business Rollover rules’ held on 21 July 2016. Subdivision
This is a podcast of the webinar ‘Business succession – Master class’ held on 21 April 2016. The webinar was presented by specialist View team
This is a podcast of the webinar ‘Estate planning – Tools to grow your business’ held on 15 March 2016. The webinar was presented by
This is a podcast of the webinar ‘Firm of the Future – Now’ held on 17 February 2016. The webinar was presented by Tara Lucke
This is a podcast of the webinar ‘Enduring powers of attorney and guardianship – everything you need to know’ held on 17 November 2015. The
This is a podcast of the webinar ‘Bust proofing trusts’ held on 8 October 2015. The webinar was presented by Patrick Ellwood and Matthew Burgess director
This is a podcast of the webinar ‘I’m a celebrity get me out of here – estate planning horror stories of the rich and famous’
This is a podcast of the webinar ‘Testamentary trusts – bespoke planning opportunities’ held on 18 August 2015. The webinar was presented by specialist View
This is a podcast of the webinar ‘Rollovers and corporate reconstructions’ held on 16 July 2015. The webinar was presented by specialist View team members
This is a podcast of the webinar ‘The Rinehart decision explained – estate planning 101 and other lessons’ held on 24 June 2015. The webinar
This is a podcast of the webinar ‘Superannuation and Estate planning Master class’ held on 29 April 2015. The webinar was presented by Patrick Ellwood
This is a podcast of the webinar ‘How to access market leading advice …. For less than $1 a week’ held on 25 February 2015.
This is a podcast of the webinar ‘Testamentary trusts: key revenue issues’ held on 29 October 2014. The webinar was presented by Tara Lucke and
This is a podcast of the live seminar – ‘Restructuring businesses for asset protection and succession’ – held on 8 October 2014. The seminar was
This is a podcast of the webinar ‘Trust cloning and splitting’ held on 7 August 2014. The webinar was presented by Matthew Burgess and Patrick Ellwood,
This is a podcast of the webinar ‘Estate planning – what’s new in 2014’ held on 22 July 2014. The webinar was presented by Matthew
This is a podcast of the webinar ‘Failed trust distributions’ held on 20 May 2015. The webinar was presented by Patrick Ellwood and Matthew Burgess,
This is a podcast of the webinar Estate planning and asset protection held on 25 March 2015. The webinar was presented by Patrick Ellwood and
This is a podcast of the webinar ‘Superannuation and estate planning’ held on 3 December 2014. The webinar was presented by Matthew Burgess and Patrick
This is a podcast of the webinar ‘Are you ready for 30 June?’ held on 10 June 2014. This webinar was presented by Matthew Burgess
This is a podcast of the webinar ‘Testamentary Trusts – The fundamentals’ held on 26 August 2014. The webinar was presented by Matthew Burgess and Tara
