Podcast Episodes
Back to Search#81 – Superannuation and Estate Planning: A recipe for disaster
The pace of evolution of all aspects of superannuation related estate planning has continued to intensify over the last 12 months.
This webinar prov…
2 years, 10 months ago
#80 – Distributed, digitalised and democratised: latest lessons learnt on PSF business models
Many observers are predicting that the changes to the professional services industries over the next 3 years will be unprecedented.
A 'perfect storm'…
2 years, 11 months ago
#79 – Family Trust Deeds: What all advisers must know
The Tax Office and Courts alike are increasingly focused on trustees who inadvertently breach the terms of a trust deed.
Invariably the any adviser a…
3 years ago
#78 – Trust Horror Stories … the 7th Edition
Many specialist advisers have business plans that consist of one word - 'trusts'.
A significant reason for this is the myriad of seemingly never endi…
3 years, 1 month ago
#77 – Blended families and estate planning – 14 Further Strategies for Success
At least statistically, blended families are an issue in at least every second estate plan.
And, at least in theory, there are no particularly unique…
3 years, 2 months ago
#76 – Adviser Facilitated Business Succession Planning: The Steps for Success
Business succession planning, as part of holistic estate planning, is arguably the 'go to' value add for many advisers.
This session will explore the…
3 years, 4 months ago
#75 – Estate planning in 2023 – 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 ex…
3 years, 4 months ago
#74 - A Story for You: 2022 – The Year in ReView
At least once a week throughout the course of 2022, Matthew Burgess has shared insights in relation to business model iterations, the future of the p…
3 years, 7 months ago
#73 - Selling Solutions as a Service (AKA: Subscription for PSFs unbundled)
The Trashing the Timesheet debate v Fixed Pricing continues to rage for many.
The evidence suggests however these subscription platforms are where it…
3 years, 8 months ago
#72 - Post Death Trusts = Asset Protection + Tax Planning
Post death estate planning strategies are a key area for any adviser in the estate planning space.
The combination of strict rules around managing th…
3 years, 9 months ago