#113 - Being fair v being equal: Balancing adjustments in holistic estate planning
In any estate planning exercise involving more than one potential beneficiary a threshold question will be whether the focus is on achieving...
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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...
Episodes
20 of 118 episodes#112 - Dividing the Indivisible: Discretionary Trusts and Holistic Estate Planning
In many holistic estate planning exercises arguably the most strategic question to resolve is how to manage wealth controlled via one or mor...
#111 - Common Sense: Professional Service Firm Superpower or Unicorn Poop?
Many observers are predicting that the changes to the legal and professional services industries over the next 3 years will be unprecedented...
#110 - Tax on death: The Key CGT Rules Explained
The mantra that death and taxes are the only certainties in life arguably remains true; with the qualification that at least on death there...
#109 - Trust Horror Stories … the 10th Anniversary Edition
Many specialist advisers have business plans that consist of one word - 'trusts'. A significant reason for this is the myriad of seemingly n...
#108 - Asset Revaluation Reserves: A Holistic Estate Planning Strategy Unpacked
Whenever a trust owns assets intended to be addressed as part of an estate plan the loan accounts and unpaid present entitlements are critic...
#107 - Adviser Facilitated Business Succession Planning: The Steps for Success
Holistic Estate planning is widely considered as being 'so hot right now' for many advisers. Business succession planning, as part of holist...
#106 - Estate Planning 2026 Where are we at
The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months. This webinar will use case studi...
#105 - 2025 The Year in ReView
At least once a week throughout the course of 2025, Matthew Burgess has shared insights in relation to business model iterations, the future...
#104 - Securing succession of SMSFs as part of an estate plan
For every SMSF member, regardless of whether they choose to use a binding death benefit nomination, the overriding objective of a holistic e...
#103 - Trust Distribution Disasters ... & how to avoid them
On a year on year basis, with discretionary trusts, there is arguably no more important issue than how distribution resolutions are crafted....
#102 - Taxation of Testamentary Trusts - Summarised, Simplified and Synthesised
Ongoing changes to Australia's tax and regulatory framework have had an enormous impact on virtually all estate planning strategies. Arguabl...
#101 - Perfecting Pricing Principles
Many observers are predicting that the impending changes to the professional services industries will be unprecedented. A 'perfect storm' ac...
#100 - Lost Trust Deeds
This webinar explores one of the most problematic issues faced by any trustee and their adviser – a lost trust deed. Without a fully execute...
#99 - The Gift & Loan Back Strategy: A Master Class
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...
#98 -Trust Horror Stories … the 9th Edition
Many specialist advisers have business plans that consist of one word - 'trusts'. A significant reason for this is the myriad of seemingly n...
#97 - Asset protection planning; without paying tax and duty – what's the latest
Asset protection strategies continue to be a key issue for advisers and their customers. Simplistically, asset protection can be as basic as...
#96 - Adviser Facilitated Estate Planning: & the Story Behind the Seven Steps to Success
Holistic estate plan has been in recent times, a key part of the value proposition for many financial advisers, accountants and risk adviser...
#95 - Estate planning in 2025 Where are we at?
The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months. This webinar will leverage story...
#94 - 2024 The Year in ReView
At least once a week throughout the course of 2024, Matthew Burgess has shared insights in relation to business model iterations, the future...