
#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...
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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...

Whenever a trust owns assets intended to be addressed as part of an estate plan the loan accounts and unpaid present entitlements are critic...

Holistic Estate planning is widely considered as being 'so hot right now' for many advisers. Business succession planning, as part of holist...

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...

At least once a week throughout the course of 2025, Matthew Burgess has shared insights in relation to business model iterations, the future...

For every SMSF member, regardless of whether they choose to use a binding death benefit nomination, the overriding objective of a holistic e...

On a year on year basis, with discretionary trusts, there is arguably no more important issue than how distribution resolutions are crafted....

Ongoing changes to Australia's tax and regulatory framework have had an enormous impact on virtually all estate planning strategies. Arguabl...

Many observers are predicting that the impending changes to the professional services industries will be unprecedented. A 'perfect storm' ac...

This webinar explores one of the most problematic issues faced by any trustee and their adviser – a lost trust deed. Without a fully execute...

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...

Many specialist advisers have business plans that consist of one word - 'trusts'. A significant reason for this is the myriad of seemingly n...

Asset protection strategies continue to be a key issue for advisers and their customers. Simplistically, asset protection can be as basic as...

Holistic estate plan has been in recent times, a key part of the value proposition for many financial advisers, accountants and risk adviser...

The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months. This webinar will leverage story...

At least once a week throughout the course of 2024, Matthew Burgess has shared insights in relation to business model iterations, the future...

As (infamously) confirmed by The Godfather, the success and the strength of a family, lies in its loyalty to each other. Historically a tool...

Perhaps because the risks are so material, fails in ultra high net wealth holistic estate plans continue to captivate advisers and the publi...

Ongoing changes to Australia's tax and regulatory framework have had an enormous impact on virtually all business structures. Arguably the k...

Many observers are predicting that the impending changes to the professional services industries will be unprecedented. A 'perfect storm' ac...

In many holistic estate planning exercises, superannuation is either the second largest - or largest - asset. As superannuation savings cont...

Many specialist advisers have business plans that consist of one word - 'trusts'. A significant reason for this is the myriad of seemingly n...

Families that do not endure relationship breakdowns, or at least significant differences in opinions, are essentially unicorns in the modern...

Holistic estate planning arguably has been, and remains, the definition of 'so hot right now'. A key part of the story of strategic advisers...

The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months. This webinar will leverage story...

At least once a week throughout the course of 2023, Matthew Burgess has shared insights in relation to business model iterations, the future...

At last count there were over 2,150 separate speaking and presentation skills that Matthew Burgess of View has studied and leveraged. This w...

In 2023, perhaps more than any other year recently, the appropriateness of various trust structures is in sharp focus. With the only certain...

The pace of evolution of all aspects of superannuation related estate planning has continued to intensify over the last 12 months. This webi...

Many observers are predicting that the changes to the professional services industries over the next 3 years will be unprecedented. A 'perfe...

The Tax Office and Courts alike are increasingly focused on trustees who inadvertently breach the terms of a trust deed. Invariably the any...

Many specialist advisers have business plans that consist of one word - 'trusts'. A significant reason for this is the myriad of seemingly n...

At least statistically, blended families are an issue in at least every second estate plan. And, at least in theory, there are no particular...

Business succession planning, as part of holistic estate planning, is arguably the 'go to' value add for many advisers. This session will ex...

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...

At least once a week throughout the course of 2022, Matthew Burgess has shared insights in relation to business model iterations, the future...

The Trashing the Timesheet debate v Fixed Pricing continues to rage for many. The evidence suggests however these subscription platforms are...

Post death estate planning strategies are a key area for any adviser in the estate planning space. The combination of strict rules around ma...

In many estate planning exercises, superannuation is either the second largest - or largest - asset. As superannuation savings continue to a...

Many observers are predicting that the changes to the professional services industries over the next 3 years will be unprecedented. A 'perfe...

In agribusiness, family trusts are arguably the single most used structure. As with all agribusiness structures managing trust arrangements...

Many specialist advisers have business plans that consist of one word - 'trusts'. A significant reason for this is the myriad of seemingly n...

At least statistically, blended families are an issue in at least every second estate plan. And, at least in theory, there are no particular...

Estate planning is widely considered the 'go to' value add for many advisers. This session will explore the key ways financial advisers, acc...

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...

In this podcast, the View Legal team explore the following topic 'The Year in ReView' which was held on 18 November 2021. At least once a we...

In this podcast, the View Legal team explore the following topic 'Project management: One View' which was held on 21 October 2021. In many b...

In this podcast, the View Legal team explore the following topic 'Business succession (with insurance): Easy as 1, 2, 3' which was held on 1...

In this podcast, the View Legal team explore the following topic 'What trust is for when: inter vivos; testamentary and post death trusts ex...

In this podcast, the View Legal team explore the following topic 'The 3 P's Unbundled: Productisation, Positioning and Pricing' which was he...

In this podcast, the View Legal team explore the following topic 'Superannuation + Incapacity: The formula to avoid failure' which was held...