View Legal podcast

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Lisätty nine vuotta sitten

Sisällön tarjoaa View Legal. View Legal tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

We Have The Receipts

1
Battle Camp S1: Reality Rivalries with Dana Moon & QT 1:00:36

9 päivää sitten1:00:36

Toista Myöhemmin

Listat

Tykkää

Tykätty

1:00:36

Do you have fond childhood memories of summer camp? For a chance at $250,000, campers must compete in a series of summer camp-themed challenges to prove that they are unbeatable, unhateable, and unbreakable. Host Chris Burns is joined by the multi-talented comedian Dana Moon to recap the first five episodes of season one of Battle Camp . Plus, Quori-Tyler (aka QT) joins the podcast to dish on the camp gossip, team dynamics, and the Watson to her Sherlock Holmes. Leave us a voice message at www.speakpipe.com/WeHaveTheReceipts Text us at (929) 487-3621 DM Chris @FatCarrieBradshaw on Instagram Follow We Have The Receipts wherever you listen, so you never miss an episode. Listen to more from Netflix Podcasts.…

View Legal Podcast

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Sarjan koti•Feed

View Legal is a specialist law firm, focusing on tax, structuring, asset protection, business succession and estate planning.

12 jaksoa

#Business #Marketing #Estate Planning #Australia #View Legal #MBA

View Legal Podcast

16 subscribers

updated 15 päivää sitten

Jaa

Sarjan koti•Feed

View Legal is a specialist law firm, focusing on tax, structuring, asset protection, business succession and estate planning.

12 jaksoa

#Business #Marketing #Estate Planning #Australia #View Legal #MBA

Усі епізоди

View Legal Podcast

1
#97 – Asset protection planning; without paying tax and duty – what’s the latest 31:22

15 päivää sitten31:22

31:22

Asset protection strategies continue to be a key issue for advisers and their customers. Simplistically, asset protection can be as basic as moving assets out of the personal name of at risk individuals – an approach that can always deliver results; as long as tax and duty consequences are ignored. Traditionally gift and loan back arrangements have been the go-to strategy in all asset protection situations where transaction costs are prohibitive. Particularly in the estate planning arena however gift and loan back arrangements have been the subject of ongoing controversy. In this webinar, get the inside story in this space, on topics such as: What are the key issues with gift and loan back arrangements How have gift and loan back arrangements evolved over time What are the key implementation and drafting issues Do the leading cases remain relevant What other planning opportunities should be considered 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: #33 – An Asset Protection Master Class Listen to View’s previous episodes here…

View Legal Podcast

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#96 – Adviser Facilitated Estate Planning: & the Story Behind the Seven Steps to Success 30:05

8 weeks sitten30:05

30:05

Holistic estate plan has been in recent times, a key part of the value proposition for many financial advisers, accountants and risk advisers. Why? Our view (no pun intended) is that adviser facilitated estate planning is one of the very few areas of the law where advisers and clients can work collaboratively and constructively with the specialist lawyer. View’s web-based estate planning platform is widely recognised as the solution of choice by leading advisers. This session will explore the latest iterations available for advisers wanting to facilitate or project manage product delivery in holistic estate planning areas such as: All forms of testamentary trusts Enduring powers of attorney Super proceeds trusts and SMSF wills Post death strategies Memorandums of Directions 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: #92 – Key Estate Planning Lessons from Ultra High Net Wealth Families PODCAST: #87 – Ousting the Outlaws in Estate Planning Listen to View’s previous episodes here.…

View Legal Podcast

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#95 – Estate planning in 2025 – where are we at? 30:03

11 weeks sitten30:03

30:03

The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months. This webinar will leverage story telling to explore all key recent developments in holistic estate planning, including: key estate planning related court decisions taxation and stamp duty changes impacting on estate planning the impact of key legislation changes latest examples of the attitude of the Australian Taxation Office towards various estate planning strategies insights into the latest bespoke planning opportunities we have sourced from the last 12 months including addressing Perpetuity Trusts, informal wills and mandated superannuation arrangements 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: #92 – Key Estate Planning Lessons from Ultra High Net Wealth Families PODCAST: #87 – Ousting the Outlaws in Estate Planning Listen to View’s previous episodes here.…

View Legal Podcast

1
#94 – 2024 The Year in ReView 59:44

24 weeks sitten59:44

59:44

At least once a week throughout the course of 2024, Matthew Burgess has shared insights in relation to business model iterations, the future of the professions, time billing and many other insights and observations. In this special event, Matthew reviews the highs and lows from 2024 in what will be a fast paced, thought-provoking and at times likely controversial one hour webinar. Best of all, the entry price is at one of Matthew’s favourite price points, namely, free! Topics include exploration of the links between the following (as Steve Jobs might say – you will only join the dots after being at the webinar): New Year, happy** it must be People are people**; lawyers are … Making magic with the little things** Eat. Sleep. Fill in your timesheet. Repeat** Timesheets on (un)fire** as View announces abandoning of timesheets 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: #84 – Year in ReVIEW 2023 PODCAST: #74 – Year in ReVIEW 2022 Listen to View’s previous episodes here…

View Legal Podcast

1
#93 – Family Constitutions (AKA the strength of a family, lies in its loyalty to each other) 47:48

29 weeks sitten47:48

47:48

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: Why family constitutions can be useful What key issues should be addressed in any family constitution. When should morally binding arrangements be entered into When should legally enforceable arrangements be used 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.…

View Legal Podcast

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#92 – Key Estate Planning Lessons from Ultra High Net Wealth Families 41:28

34 weeks sitten41:28

41:28

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: Ken Talbot Dame Elisabeth Murdoch Rupert Murdoch Michael Hutchence (of INXS fame) and his mother Peter Wright Lang Hancock 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…

View Legal Podcast

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#91 – Business Restructures and Asset Protection 47:50

36 weeks sitten47:50

47:50

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: a comprehensive overview of the latest strategies to mitigate asset protection risks; an overview of the key issues to consider when establishing new businesses; specific examples demonstrating how to restructure existing businesses; and 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.…

View Legal Podcast

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#90 – Timeless questions … about going timeless 47:10

41 weeks sitten47:10

47:10

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: How do you know if team members are working? How do you know if you are making money? What metrics are used instead of hours recorded and recovered? What if clients demand a time print out or itemised account? What about areas such as transactional work and litigation – surely they can’t be fixed priced? Where do we start? Should we still keep recording time, just in case? 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.…

View Legal Podcast

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#89 – To bind or not to bind – unbundling the great BDBN debate 46:22

46 weeks sitten46:22

46:22

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: The various forms of superannuation nominations Why binding nominations are rarely the right approach What exactly is a ‘superannuation will’ What wins: BDBN or reversionary pension Should I be concerned about the notional estate regime Story sharing, including from leading court cases 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.…

View Legal Podcast

1
#88 – Trust Horror Stories… the 8th Edition 45:25

50 weeks sitten45:25

45:25

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: What could possibly go wrong? Directors, wet signing and banks being banks Home sweet home … trusts and land tax Tax law v property law … and the winner is? Save Ferris!: owning assets on trust for oneself 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: Trust Horror Stories the 7th Edition PODCAST: Trust Horror Stories the 6th Edition Listen to View’s previous episodes here .…

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