The Seven Key Aspects of Testamentary Trusts

In recent years, the need for effective structuring of business and personal assets has been brought into sharp focus for high net worth individuals and business owners. More

Available formats: epub

Words: 42,160
Language: English
ISBN: 9781925181128
About Matthew Burgess

Matthew Burgess is one of the four directors and founders of specialist firm View Legal.

Having the opportunity to help clients achieve their goals is what he is most passionate about.

As Matthew always works in conjunction with trusted advisers (whether it be accountants, financial advisers or other lawyers) and their clients, finding ways to fundamentally improve the value received by those advisers, and in turn their clients, has led him to develop numerous game changing models. Examples include providing guaranteed upfront fixed pricing, founding what is widely regarded as Australia’s first virtual law firm, and more recently, developing a platform that gives advisers access to market leading advice and support for less than $1 a week.

Matthew’s specialisation in tax, structuring, asset protection, estate and succession planning has seen him recognised by most leading industry associations including the Tax Institute, the Weekly Tax Bulletin and in the 2014 'Best Lawyers' list for trusts and estates.

Work is one aspect of his life Matthew loves, so there is no need to be constantly searching for 'balance'. His other great loves are:

1 Family – they are profiled in various ways through the series of children’s books he has written under the pseudonym 'Lily Burgess' – see www.wordsfromdaddysmouth.com.au and various TV commercials (which is a story for another time);

2 Learning – going cold Turkey on television and most forms of media in late 2005 (the reasons for this are a story for another time) has radically increased Matthew’s ability to study the great authors and inspired him to recently publish a book that explores the concept of 'true success' – see www.thedreamenabler.com.au

3 Health - aside from being a foodie and swimming at least a 5km a week, Matthew installed a stand up workstation in 2007 and among a few other lifestyle choices, it changed his life (again, stories for another time).

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