Podcast Episodes
Back to Search#91 – Business Restructures and Asset Protection
Ongoing changes to Australia's tax and regulatory framework have had an enormous impact on virtually all business structures.
Arguably the key risk h…
1 year, 10 months ago
#90 -Timeless questions … about going timeless
Many observers are predicting that the impending changes to the professional services industries will be unprecedented.
A 'perfect storm' across issu…
1 year, 11 months ago
#89 - To bind or not to bind – unbundling the great BDBN debate
In many holistic estate planning exercises, superannuation is either the second largest - or largest - asset.
As superannuation savings continue to a…
2 years, 1 month ago
#88 - Trust Horror Stories… the 8th 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 years, 2 months ago
#87 - Ousting the Outlaws in Estate Planning
Families that do not endure relationship breakdowns, or at least significant differences in opinions, are essentially unicorns in the modern world.
T…
2 years, 2 months ago
# 86 - Adviser Facilitated Estate Administration and Probate: Stories of Success
Holistic estate planning arguably has been, and remains, the definition of 'so hot right now'.
A key part of the story of strategic advisers, particu…
2 years, 3 months ago
# 85 – Estate planning in 2024 – 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 leverage story telling…
2 years, 5 months ago
# 84 – Year in ReVIEW
At least once a week throughout the course of 2023, Matthew Burgess has shared insights in relation to business model iterations, the future of the p…
2 years, 8 months ago
# 83 – Speaking and Presenting: Adviser Hacks
At last count there were over 2,150 separate speaking and presentation skills that Matthew Burgess of View has studied and leveraged.
This webinar wi…
2 years, 8 months ago
# 82 – Designer Trusts: Split, Cloned, Umbrella and Corporate Trusts
In 2023, perhaps more than any other year recently, the appropriateness of various trust structures is in sharp focus.
With the only certainty seemi…
2 years, 10 months ago