View Legal

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 being used as an approach to help manage wealth across generations.

There are however significant risks with family constitutions that all advisers in the holistic estate planning space need to be aware of.

This webinar will use story sharing to explore the key aspects of family constitutions, including:

1. Why family constitutions can be useful
2. What key issues should be addressed in any family constitution.
3. When should morally binding arrangements be entered into
4. When should legally enforceable arrangements be used
5. What are the key risk areas advisers must avoid

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: #79 – Family Trust Deeds: What all advisers must know

PODCAST: #69 – Agribusinesses + Trusts: The formula to avoid Failure

Listen to View’s previous episodes here. 

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 extremely instructive for all advisers, regardless of the ‘source’ being estates valued multiple times more than may generally be the case.

This webinar will leverage story telling to explore numerous lessons advisers should be aware of from some of the highest profile – and highest value – estate planning disasters (and a few success stories) Australia has seen, including: 

1. Ken Talbot
2. Dame Elisabeth Murdoch
3. Rupert Murdoch
4. Michael Hutchence (of INXS fame) and his mother
5. Peter Wright
6. Lang Hancock
7. Gina Rinehart (including all key cases, of which there have been many ..)

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: #87 – Ousting the Outlaws in Estate Planning

PODCAST: # 85 – Estate planning in 2024 – where are we at?

Listen to View’s previous episodes here 

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 protection risks in business structuring.

This session will use liberal story sharing to provide:

1. a comprehensive overview of the latest strategies to mitigate asset protection risks;
2. an overview of the key issues to consider when establishing new businesses;
3. specific examples demonstrating how to restructure existing businesses; and
4. an overlay and analysis of the various tax and stamp duty rules advisers should be aware of.

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: #72 – Post Death Trusts = Asset Protection + Tax Planning 

PODCAST: #43 – The 9 Key Principles of Asset Protection 

Listen to View’s previous episodes here. 

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

Timeless professional service firms appear to continue to thrive, and in this webinar Team View use story sharing to answer the ‘timeless questions about going timeless ‘ – 2 chargeable units (times 1 year; AKA 12 years) after first abandoning timesheets back in 2012, 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: #60 The 3 P’s Unbundled: Productisation, Positioning and Pricing 

PODCAST: #42 – Unbundling the Pricing Debate (& how to actually trash your timesheet) 

Listen to View’s previous episodes here. 

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.

Particularly in the SMSF space, it is critical for advisers to understand the interplay between the various superannuation rules on the payment of a death benefit; not least of which the decision on whether to utilise some form of binding nomination.

This webinar will help advisers get off risk in this area by exploring a range of issues, 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: #81 – Superannuation and Estate Planning: A recipe for disaster 

PODCAST: #59 Superannuation + Incapacity: The formula to avoid failure  

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 2024 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:

 Listen to View’s previous episodes here.