Podcast Episodes
Back to Search#111 - Common Sense: Professional Service Firm Superpower or Unicorn Poop?
Many observers are predicting that the changes to the legal and professional services industries over the next 3 years will be unprecedented.
A 'perf…
5 hours ago
#110 - Tax on death: The Key CGT Rules Explained
The mantra that death and taxes are the only certainties in life arguably remains true; with the qualification that at least on death there are not o…
4 weeks ago
#109 - Trust Horror Stories … the 10th Anniversary Edition
Many specialist advisers have business plans that consist of one word - 'trusts'.
A significant reason for this is the myriad of seemingly never-en…
2 months ago
#108 - Asset Revaluation Reserves: A Holistic Estate Planning Strategy Unpacked
Whenever a trust owns assets intended to be addressed as part of an estate plan the loan accounts and unpaid present entitlements are critical aspec…
2 months, 3 weeks ago
#107 - Adviser Facilitated Business Succession Planning: The Steps for Success
Holistic Estate planning is widely considered as being 'so hot right now' for many advisers.
Business succession planning, as part of holistic esta…
3 months, 2 weeks ago
#106 - Estate Planning 2026 Where are we at
The pace of evolution of all aspects of estate planning has continued to intensify over the last 12 months. This webinar will use case studies to …
4 months, 3 weeks ago
#105 - 2025 The Year in ReView
At least once a week throughout the course of 2025, Matthew Burgess has shared insights in relation to business model iterations, the future of the…
8 months ago
#104 - Securing succession of SMSFs as part of an estate plan
For every SMSF member, regardless of whether they choose to use a binding death benefit nomination, the overriding objective of a holistic estate pla…
8 months ago
#103 - Trust Distribution Disasters ... & how to avoid them
On a year on year basis, with discretionary trusts, there is arguably no more important issue than how distribution resolutions are crafted.
Best pr…
9 months, 3 weeks ago
#102 - Taxation of Testamentary Trusts - Summarised, Simplified and Synthesised
Ongoing changes to Australia's tax and regulatory framework have had an enormous impact on virtually all estate planning strategies.
Arguably the ke…
10 months, 3 weeks ago