Events

2023 Webinars

2024 Webinars

2025 Webinars

2026 Webinars

2023 Webinars

SOLD OUT

View Legal webinar – Estate Planning 2023 – Where are we at? (16 February 2023)

Missed the webinar? Want access to the recording? Press the 'Read more' button below, to find out how.
Read more
SOLD OUT

FREE Webinar – Adviser Facilitated Business Succession Planning: The Steps for Success (16 March 2023)

Missed the webinar? Want access to the recording? Press the 'Read more' button below, to find out how.
Read more
SOLD OUT

View Legal webinar – Blended families and estate planning – 14 Further Strategies for Success (27 April 2023)

Missed the webinar? Want access to the recording? Press the 'Read more' button below, to find out how.
Read more
SOLD OUT

View Legal webinar – Trust horror stories …The 7th Edition (18 May 2023)

Missed the webinar? Want access to the recording? Press the 'Read more' button below, to find out how.
Read more
SOLD OUT

View Legal webinar – Family Trust Deeds: What All Advisers must know (15 June 2023)

Missed the webinar? Want access to the recording? Press the 'Read more' button below, to find out how.
Read more
SOLD OUT

View Legal webinar – Distributed, digitalised and democratised: latest lessons learnt on PSF business models (20 July 2023)

Missed the webinar? Want access to the recording? Press the 'Read more' button below, to find out how.
Read more
SOLD OUT

View Legal webinar – Superannuation and Estate Planning: A recipe for disaster (24 August 2023)

Missed the webinar? Want access to the recording? Press the 'Read more' button below, to find out how.
Read more
SOLD OUT

View Legal webinar – Designer Trusts: Split, Cloned, Umbrella and Corporate Trusts (14 September 2023)

Missed the webinar? Want access to the recording? Press the 'Read more' button below, to find out how.
Read more
SOLD OUT

View Legal webinar – Speaking and Presenting: Adviser Hacks (19 October 2023 )

Missed the webinar? Want access to the recording? Press the 'Read more' button below, to find out how.
Read more
SOLD OUT

FREE Webinar – 2023 – The Year in ReView (16 November 2023)

Missed the webinar? Want access to the recording? Press the 'Read more' button below, to find out how.
Read more

2024 Webinars

SOLD OUT
View Legal webinar – Estate Planning 2024 – Where are we at? (15 February 2024)
This webinar leveraged 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 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 including addressing Perpetuity Trusts, informal wills and mandated superannuation arrangements
Read more
SOLD OUT
FREE Webinar – Adviser Facilitated Estate Administration and Probate: Stories of Success (14 March 2024)
The webinar stepped through all the key issues that advisers need to know in relation to delivering facilitated administration of any deceased estate, including:
1. The main steps in obtaining probate
2. Opportunities for advisers delivering facilitated estate administration solutions
3. Pricing of estate administration products
4. Examples and story sharing
Read more
SOLD OUT
View Legal webinar – Ousting the Outlaws in Estate Planning (18 April 2024)
This event explored a range of key approaches and recent developments including:
1. structuring new trusts to achieve appropriate safety
2. conversion of existing trusts to achieve adequate protection
3. approaches in the design of testamentary trusts
4. legitimately minimising the rights of estranged family members
5. story sharing, including from leading court cases
Read more
SOLD OUT
View Legal webinar – Trust horror stories…The 8th Edition (16 May 2024)
Learn from a range of case studies, including:
1. What could possibly go wrong?
2. Directors, wet signing and banks being banks
3. Home sweet home … trusts and land tax
4. Tax law v property law … and the winner is?
5. Save Ferris!: owning assets on trust for oneself
Read more
SOLD OUT
View Legal webinar – To bind or not to bind – unbundling the great BDBN debate (13 June 2024)
This webinar helped advisers get off risk in this area by exploring a range of issues, including:
1. The various forms of superannuation nominations
2. Why binding nominations are rarely the right approach
3. What exactly is a ‘superannuation will’
4. What wins: BDBN or reversionary pension
5. Should I be concerned about the notional estate regime
6. Story sharing, including from leading court cases
Read more
SOLD OUT
View Legal webinar – Timeless questions… about going timeless (18 July 2024)
In this webinar Team View used story sharing to answer the ‘timeless questions about going timeless ‘ – 2 chargeable units (times 1 year; AKA 12 years) after first abandoning timesheets back in 2012, including:
1. How do you know if team members are working?
2. How do you know if you are making money?
3. What metrics are used instead of hours recorded and recovered?
4. What if clients demand a time print out or itemised account?
5. What about areas such as transactional work and litigation – surely they can’t be fixed priced?
6. Where do we start?
7. Should we still keep recording time, just in case?
Read more
SOLD OUT
View Legal webinar – Business restructures and asset protection (22 August 2024)
This session used liberal story sharing to provide:
1. a comprehensive overview of the latest strategies to mitigate asset protection risks;
2. an overview of the key issues to consider when establishing new businesses;
3. specific examples demonstrating how to restructure existing businesses; and
4. an overlay and analysis of the various tax and stamp duty rules advisers should be aware of.
Read more
SOLD OUT
View Legal webinar – Key Estate Planning Lessons from Ultra High Net Wealth Families (12 September 2024)
This webinar leveraged story telling to explore numerous lessons advisers should be aware of from some of the highest profile – and highest value – estate planning disasters (and a few success stories) Australia has seen, including:
1. Ken Talbot
2. Dame Elisabeth Murdoch
3. Rupert Murdoch
4. Michael Hutchence (of INXS fame) and his mother
5. Peter Wright
6. Lang Hancock
7. Gina Rinehart (including all key cases, of which there have been many ..)
Read more
SOLD OUT
View Legal webinar – Family Constitutions (AKA the strength of a family, lies in its loyalty to each other) (17 October 2024)
This webinar used story sharing to explore the key aspects of family constitutions, including:
1. why family constitutions can be useful
2. what key issues should be addressed in any family constitution
3. when should morally binding arrangements be entered into
4. when should legally enforceable arrangements be used
5. what are the key risk areas advisers must avoid
Read more
SOLD OUT
FREE Webinar – 2024 – The Year in ReView (14 November 2024)
Topics included exploration of the links between the following (as Steve Jobs might say – you will only join the dots after being at the webinar):
1. 1 April, View’s time billing AI App and a listed company
2. The Kransky Sisters, mohawks and Allen Texas
3. The Blues Brothers, Cooly Hotel and tax reform
4. The Royal Commission, snail mail and chargeable hours
5. Doing a Bradbury, The Vibe and related shenanigans
Read more

2025 Webinars

SOLD OUT
View Legal webinar – Estate Planning 2025 – Where are we at? (13 February 2025)
This webinar leveraged 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 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 including addressing Perpetuity Trusts, informal wills and mandated superannuation arrangements
Read more
SOLD OUT
View Legal webinar – Adviser Facilitated Estate Planning: & the Story Behind the Seven Steps to Success (13 March 2025)
This session explored the latest iterations available for advisers wanting to facilitate or project manage product delivery in holistic estate planning areas such as:
1. all forms of testamentary trusts
2. enduring powers of attorney
3. Super proceeds trusts and SMSF wills
4. post death strategies
5. Memorandums of Directions
Read more
SOLD OUT
View Legal webinar – Asset protection planning; without paying tax and duty – what’s the latest (17 April 2025)
In this webinar, learned the inside story in this space, on topics such as:
- What are the key issues with gift and loan back arrangements
- How have gift and loan back arrangements evolved over time
- What are the key implementation and drafting issues
- Do the leading cases remain relevant
- What other planning opportunities should be considered
Read more
SOLD OUT
View Legal webinar – Trust horror stories… The 9th Edition (15 May 2025)
In the lead up to another 30 June, this webinar explored numerous trust ‘horror’ stories that View has helped resolve – all shared with the aim of helping avoid similar problems arising in the future, including:
- It seemed like the right idea at the time
- The details do matter
- When 1 out 2 is real bad (as opposed to 2 out 3 being ain’t bad)
- One trust + one marriage bust up = many horror stories
- Family homes owned via trusts; foolproof right Bueller, Bueller, Bueller(?)
Read more
SOLD OUT
View Legal HIIT session – The Gift & Loan Back Strategy: A Master Class (29 May 2025)
This webinar assumed a working knowledge of gift and loan back arrangements. Question answered in the webinar include:
- What are the risks with promissory notes?
- What alternatives are there to promissory notes?
- Should interest be charged on the loan?
- How should changes in asset value be addressed?
- How can personal property be protected?
- How should the estate plan of the asset owner be structured?
Read more
SOLD OUT
View Legal webinar – Lost trust deeds (12 June 2025)
This session provided practical recommendations for addressing all key issues that arise with lost deeds, including:
1. where to look, who to contact and when to give up
2. tax and stamp duty ramifications of a lost the deed
3. how to legitimately adopt a replacement trust deed
4. is court approval necessary
5. what the recent cases have been concluding – and why
6. practical solutions
Read more
SOLD OUT
View Legal webinar – Perfecting Pricing Principles (24 July 2025)
In this webinar we leveraged story telling to explore the timeless pricing principles – and how to perfect them, including topics such as:
1. the journey, time recording, to fixed pricing to subscription – and beyond
2. how technology is only ever an enabler
3. case study examples of successful professional pricing principles in practice
4. what specific actionable items can you implement immediately
Read more
SOLD OUT
View Legal webinar – Taxation of Testamentary Trusts – Summarised, Simplified and Synthesised (21 August 2025)
This session used liberal story sharing to provide advisers with critical insights into issues such as:
1. tax treatment during each step of the life cycle of a testamentary trust;
2. discussion of Australian Taxation Office approaches with testamentary trusts and structuring strategies;
3. restructuring alternatives in relation to existing testamentary trusts;
4. intergenerational tax planning with testamentary trusts; and
5. ‘perpetual’ testamentary trusts.
Read more
SOLD OUT
View Legal webinar – Trust Distribution Disasters … & how to avoid them (18 September 2025)
This case study focused webinar explored a range of key themes relevant to all trust advisers, including:
1. options in relation to streaming of capital gains
2. how to align distribution resolutions with trust deed provisions
3. managing the consequences of family trust elections and interposed entity elections
4. trustee resolutions post Lewski
5. factoring in the impact of second order consequences, including under the family law regime
Read more
SOLD OUT
View Legal webinar – Securing succession of SMSFs as part of an estate plan (16 October 2025)
This interactive webinar explored a range of strategies advisers can assist SMSF members with including:
1. key strategies to leverage at the time of establishing an SMSF
2. hygiene issues with maintaining originally implemented strategies
3. when - and how - initial strategies should be iterated
4. a deep dive into the key triggering events
5. case study exploration of key second order consequences
Read more
FREE Webinar – 2025 – The Year in ReView (13 November 2025)
Topics included exploration of the links between the following (as Steve Jobs might say – you will only join the dots after listening to the webinar):
1. 1 April, View’s time billing AI App and a listed company
2. The Kransky Sisters, mohawks and Allen Texas
3. The Blues Brothers, Cooly Hotel and tax reform
4. The Royal Commission, snail mail and chargeable hours
5. Doing a Bradbury, The Vibe and related shenanigans
Read more

2026 Webinars

SOLD OUT
View Legal webinar – Estate planning in 2026 – where are we at? (19 February 2026)
This webinar used 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
Read more
SOLD OUT
View Legal webinar – Adviser Facilitated Business Succession Planning: The Steps for Success (26 March 2026)
The webinar explored 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
Read more
SOLD OUT
View Legal webinar – Asset Revaluation Reserves: A Holistic Estate Planning Strategy Unpacked (16 April 2026)
This practically focused webinar explored the key issues for advisers to be aware of in relation to asset revaluation reserves (ARRs), including:
1. How to create an ARR
2. What the trust deed must provide to allow a valid ARR
3. What other documentation is required to implement an ARR
4. Consideration of the key revenue and trust law risks with ARRs
5. Exploration of leading ARR decisions and case study examples
Read more
SOLD OUT
View Legal webinar – Trust horror stories …The 10th Anniversary Edition (14 May 2026)
In the lead up to another 30 June, this 10^th Anniversary edition of our ‘Trust Horror Stories’ webinar series explored 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:
1. Dirty deeds done dirt cheap
2. When 12 trusts are barely enough
3. The One Day Trust
4. Are 99 year perpetuity periods a problem - that’s less than 100 years (?)
5. Family homes owned via trusts; foolproof right Bueller, Bueller, Bueller(?)
Read more
SOLD OUT
View Legal webinar – Tax on death: The Key CGT Rules Explained (18 June 2026)
This webinar explored the key rules advisers must consider with deceased estates including:
1. How the CGT cost base rules work
2. What occurs in relation to losses
3. The impact of various forms of testamentary trusts
4. Key issues to be aware of with non-resident assets or non-resident beneficiaries
5. Leading Tax Office statements and cases
Read more
SOLD OUT
View Legal webinar – Common Sense: Professional Service Firm Superpower or Unicorn Poop? (16 July 2026)
As part of View's ‘Foundations for the Future’ series, this webinar provided 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
Read more
SOLD OUT
View Legal webinar – Dividing the Indivisible: Discretionary Trusts and Holistic Estate Planning (20 August 2026)
This webinar explored the key issues with the main alternatives for discretionary trust structures in holistic estate planning, including:
1. Unbundling the 'go-to' strategies including corporatisation, splitting and cloning
2. Worked examples of each main type of restructure
3. Analysing the key tax consequences of each approach
4. Exploring fundamental re-engineering strategies such as vesting and conversion
5. Numerous case study examples
Read more
SOLD OUT
View Legal webinar – Being fair v being equal: Balancing adjustments in holistic estate planning (10 September 2026)
This webinar provided an overview of the key issues advisers must consider in guiding their customers in this area, including:
1. Exploration of the key balancing adjustment strategies, including loans, UPEs, superannuation and capital gains tax;
2. Consideration of the main legal documentation relevant, including 'hotchpot' clauses in wills;
3. Analysis of the various points in time that can be used as the 'effective date';
4. Discussion of leading cases; and
5. Practical examples.
Read more
SOLD OUT
View Legal webinar – SMSFs: strategies to manage non-death exit events (15 October 2026)
This session explored all the key issues in this regard, including:
1. The implications of leading recent court cases
2. The interrelationship between attorneys, SMSFs and binding death benefit nominations
3. The ability for attorneys to make withdrawals prior to death – and mandate post death distributions via BDBNs
4. Current strategies in relation to the structuring of appointment of attorneys for SMSFs
Read more
FREE Webinar – 2026 – The Year in review (12 November 2026)

Read more

Focus on strategy and outcomes was simply fantastic.

What an incredible and engaging presentation.

What a great presentation you gave. Always an eye opener how far along the professional and personal growth trajectory others like you have had, humbling and empowering. Lots to absorb. Reading your book already. I have a lot more to learn, few too many hours, too many kids, hobbies!