ViewLegal Podcast
Business & Finance
About
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.
Episodes
- #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 never-ending problems with trust deeds. In the lead up to another 30 June, this 10th Anniversary edi…
- #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 critical aspects to be considered. The issues in this regard are almost always magnified when any form of…
- #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 holistic estate planning, is arguably becoming the 'go to' value add for many advisers. This session will…
- #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 studies to explore all key recent developments including: · the key estate planning related court decisi…
- #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 of the professions, time billing and many other insights and observations. In this special event,…
- #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 estate plan must be securing of the succession of control of the fund and in turn member benefits. T…
- #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. Best practice dictates that investment be made in the approaches to be adopted well before the end…
- #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. Arguably the key risk however for customers and advisers alike is failing to manage the fundamental issues…
- #101 - Perfecting Pricing Principles
Many observers are predicting that the impending changes to the professional services industries will be unprecedented. A 'perfect storm' across issues such as digital disruption, de-leveraging and new entrants mean that the only certainty…
- #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 executed, 'wet ink' trust deed there can be disastrous tax, stamp duty and administration issues that aris…
- #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 history. Many specialist advisers posed many thoughtful questions focused on the Gift & Loan Back…
- #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 never ending problems with trust deeds. In the lead up to another 30 June, this webinar will explore…
- #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 moving assets out of the personal name of at risk individuals – an approach that can always delive…
- #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 advisers. Why? Our view (no pun intended) is that adviser facilitated estate planning is one of the very f…
- #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 telling to explore all key recent developments in holistic estate planning, including: key estate…
- #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 of the professions, time billing and many other insights and observations. In this special event,…
- #93 - Family Constitutions (AKA the strength of a family, lies in its loyalty to each other)
As (infamously) confirmed by The Godfather, the success and the strength of a family, lies in its loyalty to each other. Historically a tool almost exclusively leveraged by high net wealth families, increasingly family constitutions are be…
- #92 - Key Estate Planning Lessons from Ultra High Net Wealth Families
Perhaps because the risks are so material, fails in ultra high net wealth holistic estate plans continue to captivate advisers and the public alike. Behind the headlines however, the underlying legal and commercial principles are often ext…
- #91 – Business Restructures and Asset Protection
Ongoing changes to Australia's tax and regulatory framework have had an enormous impact on virtually all business structures. Arguably the key risk however for customers and advisers alike is failing to manage the fundamental asset protect…
- #90 -Timeless questions … about going timeless
Many observers are predicting that the impending changes to the professional services industries will be unprecedented. A 'perfect storm' across issues such as digital disruption, de-leveraging and new entrants mean that the only certainty…
- #89 - To bind or not to bind – unbundling the great BDBN debate
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 gr…
- #88 - Trust Horror Stories… the 8th Edition
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…
- #87 - Ousting the Outlaws in Estate Planning
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…
- # 86 - Adviser Facilitated Estate Administration and Probate: Stories of Success
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…
- # 85 – Estate planning in 2024 – 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 telling to explore all key recent developments in holistic estate planning, including: key estate…
- # 84 – Year in ReVIEW
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,…
- # 83 – Speaking and Presenting: Adviser Hacks
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% o…
- # 82 – Designer Trusts: Split, Cloned, Umbrella and Corporate Trusts
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 advi…
- #81 – Superannuation and Estate Planning: A recipe for disaster
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 pla…
- #80 – Distributed, digitalised and democratised: latest lessons learnt on PSF business models
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 on…
- #79 – Family Trust Deeds: What all advisers must know
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…
- #78 – Trust Horror Stories … the 7th Edition
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…
- #77 – Blended families and estate planning – 14 Further Strategies for Success
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…
- #76 – Adviser Facilitated Business Succession Planning: The Steps for Success
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 Vi…
- #75 – Estate planning in 2023 – 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 studies to explore all key recent developments including: the key estate planning related court decision…
- #74 - A Story for You: 2022 – The Year in ReView
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,…
- #73 - Selling Solutions as a Service (AKA: Subscription for PSFs unbundled)
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…
- #72 - Post Death Trusts = Asset Protection + Tax Planning
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…
- #71 - Superannuation War Stories
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.…
- #70 - Helpful Hacks
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 on…
- #69 - Agribusinesses + Trusts: The formula to avoid Failure
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 ke…
- #68 - Trust Horror Stories … the 6th Edition
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…
- #67 - Blended families and estate planning - 13 Strategies for Success
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…
- #66 - Adviser Facilitated Estate Planning: A story focusing on monetising your offering and managing the risk.
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…
- #65 - Estate planning in 2022 – 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 studies to explore all key recent developments including: the key estate planning related court decision…
- #64 - The Year in ReVIEW 2021
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 week throughout the course of 2021, Matthew Burgess has shared insights in relation to business model…
- #63 Project management - One View
In this podcast, the View Legal team explore the following topic 'Project management: One View' which was held on 21 October 2021. In many business succession arrangements Regardless of whether you chose to abandon timesheets (no prizes fo…
- #62 - Business succession (with insurance): Easy as 1, 2, 3
In this podcast, the View Legal team explore the following topic 'Business succession (with insurance): Easy as 1, 2, 3' which was held on 14 September 2021. In many business succession arrangements arguably the most strategic question to…
- #61 - What trust is for when: inter vivos; testamentary and post death trusts explored
In this podcast, the View Legal team explore the following topic 'What trust is for when: inter vivos; testamentary and post death trusts explored ' which was held on 26 August 2021. In many estate planning exercises arguably the most stra…
- #60 - The 3 P's Unbundled: Productisation, Positioning and Pricing
In this podcast, the View Legal team explore the following topic 'The 3 P's Unbundled: Productisation, Positioning and Pricing' which was held on 22 July 2021. Many observers are predicting that the changes to the professional services ind…