This is a podcast of the webinar ‘Superannuation and Estate planning Master class’ held on 29 April 2015.

The webinar was presented by Patrick Ellwood and Matthew Burgess, directors of View and widely recognised as two of Australia’s leading revenue focused lawyers in this area.

This 90 minute presentation focused on estate planning issues that need to be considered to ensure assets are protected from family disputes, including spendthrift beneficiaries and creditors, including:

1. recent cases regarding death benefit nominations;
2. strategies for death benefit nominations, reversionary pensions and superannuation wills;
3. approaches for aligning superannuation entitlements with wider estate plans; and
4. the impact of adjacent areas of the law including enduring powers of attorney, marriage breakdowns and the ‘notional estate’ provisions that can apply where wills are challenged.

This is a podcast of the webinar ‘How to access market leading advice …. For less than $1 a week’ held on 25 February 2015.

The webinar was facilitated by legendary entrepreneur Paul Dunn, Chairman of B1G1 – Business for Good. With Paul, View directors Matthew Burgess and Tara Lucke, explored the key themes in the revolution of professional service advice, including how advisers can best leverage the ‘VIP platform’.

The VIP (View Intellectual Property) platform is a subscription service that, for the first time, creates access to high quality legal advice at exceptional value on a wholesale basis to accountants, financial planners and lawyers Australia wide.

The platform has been built around market feedback and includes a number of features available exclusively to subscribers.

This is a podcast of the live seminar – ‘Restructuring businesses for asset protection and succession’ – held on 8 October 2014.

The seminar was presented by Matthew Burgess, Patrick Ellwood and Tara Lucke, directors of View and widely recognised as three of Australia’s leading revenue focused lawyers in this area.

The seminar centred around the provided case study, and specifically focused on:

• the asset protection, tax and commercial issues with the structure in the case study;
• our restructure recommendations for achieving optimal asset protection and tax effectiveness, utilising:
  • specific capital gains tax roll-overs and Division 152 concessions
  • stamp duty corporate reconstruction relief
  • tax consolidated groups

This is a podcast of the webinar ‘Estate planning – what’s new in 2014’ held on 22 July 2014.

The webinar was presented by Matthew Burgess and Patrick Ellwood, directors of View and widely recognised as two of Australia’s leading revenue focused lawyers in this area.

This presentation provides an insight into new developments in estate planning in 2014, including legislative changes, latest cases and new strategic approaches.

This is a podcast of the webinar ‘Testamentary Trusts – The fundamentals’ held on 26 August 2014.

The webinar was presented by Matthew Burgess and Tara Lucke, directors of View and widely recognised as two of Australia’s leading revenue focused lawyers in this area.

This 90 minute presentation specifically addresses:

• testamentary trusts and bankruptcy
• testamentary trusts and the family court
• overview of the taxation of testamentary trusts
• protective trusts and other types of special testamentary trusts
• practical considerations for testamentary trusts