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In many holistic estate planning exercises, superannuation is either the second largest - or largest - asset. As superannuation savings continue to accumulate the number of disputes in relation to death benefit payments also seems to be growing
Many specialist advisers have business plans that consist of one word - ‘trusts’. A significant reason for this is the myriad of seemingly never ending problems with trust deeds. In the lead up to another 30 June, this webinar will explor
Families that do not endure relationship breakdowns, or at least significant differences in opinions, are essentially unicorns in the modern world. To ensure advisers are off-risk – and adding value – holistic estate planning strategies to mana
Holistic estate planning arguably has been, and remains, the definition of ‘so hot right now’. A key part of the story of strategic advisers, particularly as the entire baby boomer generation cohort enters the last phase of their life span, is
The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months. This webinar will leverage story telling to explore all key recent developments in holistic estate planning, including: key estate pla
At least once a week throughout the course of 2023, Matthew Burgess has shared insights in relation to business model iterations, the future of the professions, time billing and many other insights and observations. In this special event, Matth
At last count there were over 2,150 separate speaking and presentation skills that Matthew Burgess of View has studied and leveraged. This webinar will provide a modern day version of the Pareto Principle (aka the 80-20 rule, that is 80% of a r
In 2023, perhaps more than any other year recently, the appropriateness of various trust structures is in sharp focus. With the only certainty seemingly change, the concept of 'designer trusts' is arguably on trend for many specialist advisers
The pace of evolution of all aspects of superannuation related estate planning has continued to intensify over the last 12 months. This webinar provides an insight into a range of issues to help advisers avoid the combination of estate plannin
Many observers are predicting that the changes to the professional services industries over the next 3 years will be unprecedented. A ‘perfect storm’ across issues such as digital disruption, de-leveraging and new entrants mean that the only ce
The Tax Office and Courts alike are increasingly focused on trustees who inadvertently breach the terms of a trust deed. Invariably the any adviser assisting the trust will be implicated in any alleged breach. This case study based webinar will
Many specialist advisers have business plans that consist of one word - ‘trusts’. A significant reason for this is the myriad of seemingly never ending problems with trust deeds. In the lead up to another 30 June, this webinar will explore nume
At least statistically, blended families are an issue in at least every second estate plan. And, at least in theory, there are no particularly unique issues from an estate planning perspective that need to be considered in a blended family situ
Business succession planning, as part of holistic estate planning, is arguably the 'go to' value add for many advisers. This session will explore the key ways financial advisers, accountants, risk advisers and other lawyers can leverage View’s
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: the key estate planning related court decisions o
At least once a week throughout the course of 2022, Matthew Burgess has shared insights in relation to business model iterations, the future of the professions, time billing and many other insights and observations. In this special event, Matth
The Trashing the Timesheet debate v Fixed Pricing continues to rage for many. The evidence suggests however these subscription platforms are where it is at for the winning professional service firms. In this webinar we will explore what it is l
Post death estate planning strategies are a key area for any adviser in the estate planning space. The combination of strict rules around managing the assets of a deceased, together with both tax planning and asset protection issues, means that
In many estate planning exercises, superannuation is either the second largest - or largest - asset. As superannuation savings continue to accumulate the number of disputes in the self managed superannuation fund space is also increasing. It is
Many observers are predicting that the changes to the professional services industries over the next 3 years will be unprecedented. A ‘perfect storm’ across issues such as digital disruption, de-leveraging and new entrants mean that the only
In agribusiness, family trusts are arguably the single most used structure. As with all agribusiness structures managing trust arrangements both in day to day operations and succession planning is critical. This webinar explores all the key iss
Many specialist advisers have business plans that consist of one word - ‘trusts’. A significant reason for this is the myriad of seemingly never-ending problems with trust deeds. In the lead up to another 30 June, this webinar will explore nume
At least statistically, blended families are an issue in at least every second estate plan. And, at least in theory, there are no particularly unique issues from an estate planning perspective that need to be considered in a blended family situ
Estate planning is widely considered the ‘go to’ value add for many advisers. This session will explore the key ways financial advisers, accountants, risk advisers and other lawyers can leverage View’s facilitated estate planning platform to
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: the key estate planning related court decisions o
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