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, 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. 

Best of all, the entry price is at one of Matthew’s favourite price points, namely, free! 

Topics will include exploration of the links between the following (as Steve Jobs might say – you will only join the dots after being at the webinar):

For access to more webinars and resources join one (or all) of the View Communities. 

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. 

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business. 

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) 

Related articles and resources: 

PODCAST:  #94 – 2024 The Year in ReView 

PODCAST: # 84 – Year in ReVIEW 

Listen to View’s previous episodes here

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. 

This interactive webinar will explore a range of strategies advisers can assist SMSF members with including: 

For access to more webinars and resources join one (or all) of the View Communities. 

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. 

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business. 

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) 

Related articles and resources: 

PODCAST:  #96 – Adviser Facilitated Estate Planning: & the Story Behind the Seven Steps to Success 

PODCAST: #81 – Superannuation and Estate Planning: A recipe for disaster 

Listen to View’s previous episodes here 

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 of any financial year.  

True to this mantra, this case study focused webinar will explore a range of key themes relevant to all trust advisers, including:  

For access to more webinars and resources join one (or all) of the View Communities. 

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. 

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business. 

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) 

Related articles and resources: 

PODCAST:  #49 – When Trust Distributions Go Bad

PODCAST: #5 – Failed Trust Distributions 

Listen to View’s previous episodes here 

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 in relation to the structure and taxation of testamentary trusts. 

This session will use liberal story sharing to provide advisers with critical insights into issues such as: 

 For access to more webinars and resources join one (or all) of the View Communities. 

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers. 

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business. 

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession)  

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning  

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets) 

Related articles and resources: 

PODCAST:  #51 – Testamentary Trusts – the latest tips and traps

PODCAST:  #14 – Testamentary Trusts Bespoke Planning Opportunities

Listen to View’s previous episodes here.  

This webinar explores one of the most problematic issues faced by any trustee and their adviser – a lost trust 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 will be change.

The key question for every professional is – what do we do?

The perennial questions for many are centred around how to charge for the services delivered.

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

In this webinar we will leverage story telling to explore the timeless pricing principles – and how to perfect them, including topics such as:

1.             the journey, time recording, to fixed pricing to subscription – and beyond

2.             how technology is only ever an enabler

3.             case study examples of successful professional pricing principles in practice

4.             what specific actionable items can you implement immediately

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) 

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning 

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

Listen to View’s previous episodes here 

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 arise.

This session will provide practical recommendations for addressing all key issues that arise with lost deeds, including:

1.             where to look, who to contact and when to give up

2.             tax and stamp duty ramifications of a lost the deed

3.             how to legitimately adopt a replacement trust deed

4.             is court approval necessary

5.             what the recent cases have been concluding – and why practical solutions

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) 

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning 

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

Listen to View’s previous episodes here  

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 strategy, that timing did not allow for exploring.

 Those questions – and many others – will now be answered in a special bonus webinar.

 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.

 Every question emailed by a registered attendee to [email protected] by Tuesday May 27 will be answered in the webinar.

 Other questions which will be addressed include:

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) 

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning 

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

 Listen to View’s previous episodes here 

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 numerous trust ‘horror’ stories that View has helped resolve – all shared with the aim of helping avoid similar problems arising in the future.

 Every year since 2017 View’s ‘Trust Horror Stories’ webinars have been one of our most popular events, the 2025 webinar is entirely new content, sourced from the last 12 months.

Learn from a range of case studies, including:

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) 

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning 

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

PODCAST: #88 – Trust Horror Stories… the 8th Edition

PODCAST: #78 – Trust Horror Stories … the 7th Edition 

Listen to View’s previous episodes here.

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 deliver results; as long as tax and duty consequences are ignored.

Traditionally gift and loan back arrangements have been the go-to strategy in all asset protection situations where transaction costs are prohibitive.

Particularly in the estate planning arena however gift and loan back arrangements have been the subject of ongoing controversy.

In this webinar, get the inside story in this space, on topics such as:

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) 

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning 

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

Listen to View’s previous episodes here 

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 few areas of the law where advisers and clients can work collaboratively and constructively with the specialist lawyer.

View’s web-based estate planning platform is widely recognised as the solution of choice by leading advisers.

This session will explore the latest iterations available for advisers wanting to facilitate or project manage product delivery in holistic estate planning areas such as:

For access to more webinars and resources join one (or all) of the View Communities.

Reminder to View Community members – join us in the FaceBook group for a deeper conversation about this topic and how you can leverage your learnings for your customers.

Not a member? Learn about View’s online mastermind communities below to see which one (or three) suits the needs of you and your business.

Techniview: For advisers working in holistic estate planning (including trusts, asset protection, superannuation, tax and business succession) 

Adviewser: For advisers wanting to facilitate legal solutions for their customers in holistic Estate Planning 

Viewruption: For professional service providers wanting to iterate their business model (including abandoning timesheets)

Related articles and resources:

PODCAST: #92 – Key Estate Planning Lessons from Ultra High Net Wealth Families 

PODCAST: #87 – Ousting the Outlaws in Estate Planning 

Listen to View’s previous episodes here.