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