ViewLegal Podcast
View Legal is a specialist law firm, focusing on tax, structuring, asset protection, business succession and estate planning. The founders of View Legal are committed to building a law firm that our friends would choose. View Legal is results focused and passionate about delivering solutions in a way that aligns with our 'SPS' - service and price satisfaction - guarantee.
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#108 - Asset Revaluation Reserves: A Holistic Estate Planning Strategy Unpacked
<p > Whenever a trust owns assets intended to be addressed as part of an estate plan the loan accounts and unpaid present entitlements are critical aspects to be considered.</p> <p > The issues in this regard are almost always magnified when any form of asset revaluation is undertaken, particularly when the second order consequences of the wider estate plan are ignored.</p> <p > This practically focused webinar will explore the key issues for advisers to be aware of in relation to asset revaluation reserves (ARRs), including:</p> How to create an ARR What the trust deed must provide to allow a v...
#107 - Adviser Facilitated Business Succession Planning: The Steps for Success
<p > Holistic Estate planning is widely considered as being 'so hot right now' for many advisers.</p> <p > Business succession planning, as part of holistic estate planning, is arguably becoming the 'go to' value add for many advisers.</p> <p > 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.</p> <p > With updated content for 2026, the webinar will explore the latest iterations available for advisers wanting to facilitate or project manage product delivery in areas such as: </p> insurance fu...
#106 - Estate Planning 2026 Where are we at
<p > 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:</p> <p > · the key estate planning related court decisions over the last 12 months</p> <p > · taxation and stamp duty changes impacting on estate planning</p> <p > · the impact of key legislation changes </p> <p > ·
#105 - 2025 The Year in ReView
<p > At least once a week throughout the course of 2025, Matthew Burgess has shared insights in relation to business model iterations, the future of the professions, time billing and many other insights and observations. </p> <p >In this special event, Matthew reviews the highs and lows from 2025 in what will be a fast paced, thought-provoking and at times likely controversial one hour webinar. </p> <p >Best of all, the entry price is at one of Matthew's favourite price points, namely, free! </p> <p >
#104 - Securing succession of SMSFs as part of an estate plan
<p >For every SMSF member, regardless of whether they choose to use a binding death benefit nomination, the overriding objective of a holistic estate plan must be securing of the succession of control of the fund and in turn member benefits. </p> <p >This interactive webinar will explore a range of strategies advisers can assist SMSF members with including: </p> <p > Key strategies to leverage at the time of establishing an SMSF </p> <p >hygiene issues with maintaining originally implemented strategies </p> <p >when - and how - initial strategies should be iterated </p> <p >a deep dive into the...
#103 - Trust Distribution Disasters ... & how to avoid them
<p >On a year on year basis, with discretionary trusts, there is arguably no more important issue than how distribution resolutions are crafted. </p> <p >Best practice dictates that investment be made in the approaches to be adopted well before the end of any financial year. </p> <p >True to this mantra, this case study focused webinar will explore a range of key themes relevant to all trust advisers, including: </p> <p > options in relation to streaming of capital gains </p> <p >how to align distribution resolutions with trust deed provisions </p> <p >managing the consequences of family trust elections...
#102 - Taxation of Testamentary Trusts - Summarised, Simplified and Synthesised
<p >Ongoing changes to Australia's tax and regulatory framework have had an enormous impact on virtually all estate planning strategies. </p> <p >Arguably the key risk however for customers and advisers alike is failing to manage the fundamental issues in relation to the structure and taxation of testamentary trusts. </p> <p >This session will use liberal story sharing to provide advisers with critical insights into issues such as: </p> <p > tax treatment during each step of the life cycle of a testamentary trust; </p> <p >discussion of Australian Taxation Office approaches with testamentary trusts and structuring strategies; </p> <p >restructuring...
#101 - Perfecting Pricing Principles
<p > Many observers are predicting that the impending changes to the professional services industries will be unprecedented.</p> <p > A 'perfect storm' across issues such as digital disruption, de-leveraging and new entrants mean that the only certainty will be change.</p> <p > The key question for every professional is – what do we do?</p> <p > The perennial questions for many are centred around how to charge for the services delivered.</p> <p > While there have always been risks with charging by the hour, those risks may become catastrophic as alternative advice solutions continue to rise in acceptance</p> <p > In th...
#100 - Lost Trust Deeds
<p > This webinar explores one of the most problematic issues faced by any trustee and their adviser – a lost trust deed.</p> <p > Without a fully executed, 'wet ink' trust deed there can be disastrous tax, stamp duty and administration issues that arise.</p> <p > This session will provide practical recommendations for addressing all key issues that arise with lost deeds, including:</p> <p > 1. Where to look, who to contact and when to give up</p> <p > 2. tax and stamp duty ramifications of a lost the deed</p> <p > 3. how to legitimately adopt a replacement trust deed</p> <p > 4. is court approval necessary</p> <p >
#99 - The Gift & Loan Back Strategy: A Master Class
<p > View's April 2025 webinar (Asset protection planning; without paying tax and duty – what's the latest) was one of the most popular in recent history.</p> <p > Many specialist advisers posed many thoughtful questions focused on the Gift & Loan Back strategy, that timing did not allow for exploring.</p> <p > Those questions – and many others – will now be answered in a special bonus webinar.</p> <p > While attendance at the April webinar is not a pre-requisite, the May webinar will assume a working knowledge of gift and loan back arrangements.</p> <p > Every question emailed by a registered attendee to solutions@viewlegal.
