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Events

2023 Webinars
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
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
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
Focus on strategy and outcomes was simply fantastic.
Financial PlannerQueensland

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