Matthew Burgess co-founded View in 2014, having been a partner and lawyer at one of Australia’s leading independent law firms for over 17 years.
Matthew’s passion is helping clients to successfully achieve their goals.
Matthew specialises in tax, estate and succession planning, providing strategic advice to business owners and high net worth individuals, and has been recognised in the ‘Best Lawyers’ list since 2014 in relation to trusts and estates and in ‘Doyles’ either personally or as part of View since 2015 in relation to taxation. In 2017 he was also nominated as Tax Partner of the Year (Lawyers Weekly).
While a significant focus of Matthew’s practice is on small to medium enterprises and private business owners, the growth in this area in recent years has meant that he also regularly works on transactions with listed companies.
In part leveraging off the skills he has developed working in the SME market space, Matthew has been the catalyst in developing a number of innovative legal products for advisers and their clients.
As an author, Matthew is widely recognised as an expert in his field, who constantly creates bespoke revenue related strategies for the growth, management and protection of wealth.
Matthew is regularly published in Australia’s leading monthly tax journal, The Tax Institute’s Taxation in Australia (11 articles since 2012) and the leading weekly tax journal, Thomson Reuters’ Weekly Tax Bulletin (20 articles since 2012).
THE PUBLISHED BOOKS WRITTEN BY MATTHEW INCLUDE:
- The Nine Steps to a Complete Estate Plan
- Five Essential Estate Planning Articles
- Nine Essential Blue Journal Articles
- The Seven Key Aspects of Testamentary Trusts
- The Five Foundations of SMSFs
- Six Foundations of the Taxation of Trusts
- The Seven Foundations of Business Succession
- Seven Essential Structuring Articles
- The Nine Foundations of Asset Protection
- The Dream Enabler
- The Dream Enabler Reference Guide
- The Dream Enabler Workbook
- 40 Forms of Trusts Workbook
- Inside Stories Reference Guide (collection of blog posts)
- Inside Stories 2017
- Estate Planning War Stories Reference Guide
- Probate and Estate Administration Workbook
- 101 Lawyer Jokes
- 101 Tips for Staying Young and Foolish
- Laws for Life Reference Guide (free eBook)
- Adviser Tools Reference Guide (free eBook)
- Best Ever 101 Accountant Jokes
- The Dream Enabler Reference Guide – Audio book
Learn more about Matthew’s events
Naomi Arnold is a director and co-founder of View Legal, with 13 years legal experience.
Her legal career has been varied – out of university, Naomi qualified at a national law firm, spending 6 years there, the majority specialising in structuring and estate planning.
A sense of adventure then overtook Naomi, and together with her husband, she travelled to the English Channel Island of Jersey, working for 5 years at the offshore legal giant Ogier in their business and trusts law group. In this role, Naomi assisted professional trustees grapple with complex trust issues.
After the birth of her first child, Naomi and family headed back to Australia and she enthusiastically took on the role of General Manager of Australia’s first online law firm elawyer Pty Ltd.
View Legal is different to your average law firm, and Naomi is passionate about combining technology and legal expertise to bring to clients a guaranteed service that is a delight to all. In addition to a range of special projects, Naomi is responsible for developing and expanding View Legal’s IT leveraged solutions, to create efficient and value adding services to its client base.
Naomi shares her life with sons Ryker, who is 4 and Emery, who is 6 months old (ages subject to change without notice) and husband Devin.
Outside work, Naomi loves spending time tending to her organic garden and 6 chickens, and, whenever she can, travelling the world with her family.
Patrick Ellwood is a consultant lawyer with View Legal, having previously spent eight years at a national law firm.
Patrick specialises in helping business owners through transition, focussing on tax effective restructuring, asset protection and succession.
The family-owned businesses he works for range from large-scale retail operators to farming families and mining entrepreneurs.
Patrick is passionate about helping his clients grow their business and achieve maximum value upon their retirement.
He has assisted clients with exit strategies including sales to ASX listed companies, staged transitions to the next generation of family members and management buy-outs.
He is a trusted adviser to many of his clients and assists with both their personal and business legal needs.
Patrick is a regular author and speaker across a range of private and professional bodies.
Hannah Whippy is a specialist estate planning lawyer with over 12 years experience working in national and boutique law firms.
In various capacities, Hannah spent over 10 years at a national law firm before joining the View Legal team in January 2016.
Hannah manages View’s online wholesale platform and works collaboratively with accountants, financial planners, lawyers and other advisers to provide advice in relation to business and personal succession, estate planning and structuring for individuals.
Hannah manages a team of lawyers and paralegals to deliver high quality legal solutions, leveraging off technology and is passionate about working with a client’s trusted adviser in helping them achieve their objectives, particularly in relation to their estate planning and related entity business succession.
Prior to managing the online platform, Hannah worked in our ‘bespoke’ team, advising business owners and high net worth individuals in relation to tax structuring, asset protection and intergenerational wealth transfer.
As a third-generation lawyer, Hannah’s passion for law began at a very early age.
Aside from her legal interests, Hannah enjoys travelling, reading and spending time with her family and friends.
Fiona is beginning her legal career at View Legal, having been admitted as a legal practitioner in 2017.
Throughout her studies, Fiona gained experience at both national and international law firms and not-for-profit organisations across a number of different practice areas. Fiona is now a member of View’s online wholesale platform team and works collaboratively with accountants, financial planners, lawyers and other advisers to provide advice in relation to business and personal succession, estate planning and structuring for individuals.
Her time working with seniors rights organisations in Melbourne saw Fiona develop an understanding and appreciation for how critical a well crafted estate plan can be. Fiona is passionate about ensuring a client’s estate plan is tailored to achieve their current and future objectives.
Outside of the law, Fiona’s time is monopolised by rowing. She has been a member of the Senior A Australian Rowing Team since 2014, and has sat on the Rowing Australia Athletes’ Commission since 2016. Fiona represented Australia at the 2016 Olympic Games in Rio de Janeiro in the women’s eight, and aims to compete at her second Olympics in Tokyo in 2020.
It has been suggested that Fiona drinks too much coffee, but she strongly refutes these allegations.
Geoff is a consultant lawyer with specialist law firm, View Legal Pty Ltd.
Geoff works with the specialist Advisory team providing personal and strategic assistance to lawyers, accountants and financial advisors in the areas of estate planning, asset protection and estate administration.
Specialising in estate planning and estate administration in both private practice and for national trustee companies means that Geoff can lend his knowledge and experience to advise and implement tailored solutions in this increasingly complicated area that affects all families.
Geoff has a particular interest in ensuring clients with SMSF’s fully integrate estate planning into their investment plans and strategies. He works with investors to ensure their wishes are carried out tax effectively and with certainty.
A keen in interest in sport and family keep Geoff fully occupied.
Sharynn commenced her working life, as a secretary, with the CRA Group, in the Legal Department of Hamersley Iron. She was highly impressed by the brilliant mind of the young lawyer for whom she worked, but as a child of uneducated parents, never considered herself clever enough, to study or practice law. After eight years with the CRA Group, Sharynn opted for a total change, and undertook training as a General Nurse.
Next up, Sharynn spent a decade, raising her three daughters. When they were all at school, she pursued her teenage passion, and enrolled as a full-time fashion student. Several years later, she entered the world of professional fashion, where she worked for five years, loving every minute. But something was missing …
After applying under the Monash University Special Entry Scheme, Sharynn passed the Law School Admission Test, and became a law student. Five years later, she graduated with an LLB, with Honours.
Having started out as a Family lawyer, Sharynn has now moved exclusively into Estate Planning. She is currently undertaking her Masters of Applied Law, with a double major in Estate Planning and Wills and Estates.
In April 2017, Sharynn joined View Legal, as a Consultant Lawyer. She is delighted to be working with such a progressive, dynamic and supportive team.
Sharynn spends her downtime with her husband, her three beautiful daughters, their respective significant others, and her three gorgeous grandchildren. She enjoys warm weather, great food, cold wine, beach walks and interesting travel destinations, as well as yoga and creative needlework pursuits.