#108 - Asset Revaluation Reserves: A Holistic Estate Planning Strategy Unpacked
About this episode
This episode explores the critical aspects of asset revaluation reserves in estate planning and the implications for advisers.
Whenever a trust owns assets intended to be addressed as part of an estate plan the loan accounts and unpaid present entitlements are critical aspects to be considered. The issues in this regard are almost always magnified when any form of asset revaluation is undertaken, particularly when the second order consequences of the wider estate plan are ignored. This practically focused webinar will explore the key issues for advisers to be aware of in relation to asset revaluation reserves (ARRs), including: How to create an ARR What the trust deed must provide to allow a valid ARR What other documentation is required to implement an ARR Consideration of the key revenue and trust law risks with ARRs Exploration of leading ARR decisions and case study examples 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…
More episodes of ViewLegal Podcast
- #107 - Adviser Facilitated Business Succession Planning: The Steps for Success
- #106 - Estate Planning 2026 Where are we at
- #105 - 2025 The Year in ReView
- #104 - Securing succession of SMSFs as part of an estate plan
- #103 - Trust Distribution Disasters ... & how to avoid them
- #102 - Taxation of Testamentary Trusts - Summarised, Simplified and Synthesised
Explore listener stats, chart rankings, contacts and more on the ViewLegal Podcast podcast page.