This is a podcast of the webinar ‘40 Forms of Trusts’ held on 22 September 2016.

The concept of a trust is in theory relatively simple - just involving one party (the trustee) holding assets for the benefit of others (the beneficiaries).

Given however that there are only a few core elements which must be satisfied to have a valid trust relationship, overtime advisers and clients alike have largely only been limited by their imagination in terms of the way in which they craft any particular trust deed.

This presentation will explore 40 different trust structures, including:

1.  The increasingly popular ‘GST’ structure
2. All key forms of protective trusts
3. Secret trusts
4. International structures
5. Perpetuity trusts
6. Legitimate tax advantaged trusts

This is a podcast of the webinar ‘Everything you need to know about the new Small Business Rollover rules’ held on 21 July 2016.

Subdivision 328-G commenced on July 1 2016, with the intention of providing Small Businesses with flexibility to restructure into a more appropriate form.

The range of issues to consider when restructuring are potentially broad.

While existing rollovers apply only in narrow circumstances, the new provisions provide a myriad of tantalising restructure opportunities.

This webinar will explore all technical aspects of the provisions and use numerous case studies, including:

1. what constitutes a ‘genuine restructure’;
2. using trust cloning and trust splitting as a restructuring method;
3. restructuring heritage trusts with proximate vesting dates or limited variation powers;
4. how to restructure from a sole-trader to a company owned by a family trust; and
5. other planning opportunities.

This is a podcast of the webinar ‘Business succession – Master class’ held on 21 April 2016.

The webinar was presented by specialist View team members Carrie Payne and Patrick Ellwood.

Leveraging off a raft of questions raised with us in recent months by advisers from across Australia, this in-depth ‘Master Class’ presentation will explore in detail a range of the most topical issues in the business succession space using case study example in areas including:

1. How most insurance funded buy-sell agreements operate;
2. The main alternatives available when determining how the insurance policies should be owned;
3. The taxation consequences of the different ownership approaches; and
4. The impact of all recent legislative changes, including recent modifications to the trust ownership approach.

This is a podcast of the webinar ‘Estate planning – Tools to grow your business’ held on 15 March 2016.

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

Estate planning is arguably the ‘new black’ for many advisers. One of the very few areas of the law where advisers and clients can work collaboratively and constructively. Estate planning and related areas can be a critical value proposition for any adviser wanting to remain relevant.

This session will explore five key ways you can deliver client solutions that will also grow your business, namely:

1. Online adviser facilitated estate planning;
2. Adviser facilitated probate and estate administration;
3. ‘All You Can Eat’ legal document access;
4. The VIP platform; and
5. The View Rewards program.

This is a podcast of the webinar ‘Firm of the Future – Now’ held on 17 February 2016.

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

The impact of radical market changes and ever increasing complexity, mean the business models of all professional service firms (PSF) are under constant reassessment.

Many argue that the key to success, and perhaps even survival, is to create a true ‘Firm of the Future’.

This session will deconstruct why the concept is gaining such traction and provide deep insight from someone who has twice in the last 5 years re-written the PSF rule book.

5 key benefits –

• How to learn what not to do – quickly!;
• Demystifying the key building blocks of a firm of the future;
• The 3 P’s – Process, Product and Pricing;
• Inside account of how to create a true firm of the future; and
• Exploring how the good artists borrow; and the great artists steal.

This is a podcast of the webinar ‘Enduring powers of attorney and guardianship – everything you need to know’ held on 17 November 2015.

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

Arguably, one of the most contentious areas of estate planning relates to enduring powers of attorney and guardianship.

There is an array of issues that must be taken into account in relation to appointing attorneys and guardians.

In this 60-minute presentation, we explored some of the key things that advisers must address, including:

1. how to structure the appointment of more than one attorney;
2. the interrelationship between attorneys, enduring attorneys, guardians, executors and binding death benefit nominations;
3. the interplay of these arrangements across state and international borders;
4. the role of state government departments; and
5. the implications of recent court decisions, including the high court’s decision in Stanford.