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Events

2023 Webinars
2024 Webinars
  • SOLD OUT
    View Legal webinar – Estate Planning 2024 – Where are we at? (15 February 2024)

    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)

    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)

    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)

    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)

    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)

    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)

    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)

    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)

    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)

    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)

    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)

    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)

    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)

    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)

    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)

    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)

    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)

    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)

    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)

    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)

    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
Focus on strategy and outcomes was simply fantastic.
Financial PlannerQueensland
What an incredible and engaging presentation.
AccountantNSW
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!
ParalegalVictoria