This is a podcast of the webinar ‘Post-Death Estate Planning Strategies’ held on 24 August 2016.

Generally a comprehensive estate plan must be implemented well before a person dies or loses capacity. There are some exceptions to this rule and with the aging population it is vital for all advisers to be aware of the main strategies available.

This presentation will consider key post death estate planning strategies including:

1. All forms of post death testamentary trusts
2. Related ‘special purpose’ trusts (including child maintenance trusts)
3. The key tax, stamp duty and commercial issues
4. Adjacent planning opportunities, including statutory wills
5. Detailed case study examples

This is a podcast of the webinar ‘2016 Pricing Master Class with Ron Baker’ held on 7 September 2016.

In Australia for the first time in 3 years, the founder of VeraSage Institute (the leading think tank dedicated to educating professionals internationally), Ron Baker delivered an interactive 90-minute session.

The webinar explored how accounting and financial planning firms are embracing a superior business model: selling intellectual capital; not time.

In a discussion facilitated by Matthew Burgess, no questions were off limits as Ron Baker, using numerous case study examples –

1. explains how value pricing delivers enormous competitive advantages
2. demystifies the number one driver of profitability in professional service firms
3. explores what you can implement immediately to begin ‘pricing on purpose’
4. provides a deep analysis of his ‘Eight Steps to implementing Value Pricing’
5. analyses the arguments against ‘burning the timesheet’

This is a podcast of the ‘Trust Vesting - the key ramifications’ held on 3 May 2018.

The range of issues that can potentially undermine the intentions of a trustee when a trust has, or is about to, vest is almost limitless.  The potential taxation and stamp duty consequences are similarly broad.

This presentation will use detailed case study examples to explore all key aspects of trust vesting, including:

1. with the tax and stamp duty implications of trust vesting
2. the fundamental practical issues
3. asset protection considerations
4. the impact on related estate planning arrangements

possible work arounds, including accessing the ‘never ending’ trust regime

This is a podcast of the ‘Estate Planning 2018 – Where are we at?’ held on 21 February 2018.

The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months.  This presentation will use case studies to explore all key recent developments including:

1. the key estate planning related court decisions over the last 12 months
2. taxation and stamp duty changes impacting on estate planning
3. the impact of the July 2017 superannuation changes
4. latest examples of the attitude of the Australian Taxation Office towards various estate planning strategies
5. insights into the latest bespoke planning opportunities

This is a podcast of the ‘The 7 Steps to Success – Implementing View’s Turn-key adviser facilitated estate planning platform’ held on 8 March 2018.

Estate planning is increasingly the ‘new black' for many financial advisers, accountants and risk advisers.  Indeed, adviser facilitated estate planning is one of the very few areas of the law where advisers and clients can work collaboratively and constructively.

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

This session will explore the latest strategies financial advisers, accountants, risk advisers and other lawyers have been leveraging View’s platform to radically improve their estate planning offerings – and in turn deliver client solutions that simultaneously create immediately profitable income streams for referrers.

This webinar will unlock for advisers a step by step guide on how they can immediately implement facilitated estate planning for their clients.

This is a podcast of the ‘Foundations for the future the 'how to do it' webinar – How to incubate and iterate your business model - now’ held on 8 February 2018.

Many observers are predicting that the changes to the legal and 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 only certainty will be change.

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

As part of our ‘Foundations for the Future’ series, this webinar will use case studies and provide practical ideas that can be immediately implemented, while exploring -

1. The Innovation 'Bible'
2. The power of 'and'
3. Where do all the good ideas come from
4. What’s better, what’s best for professional service firms right now

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