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 (ebook)
- Nine Essential Blue Journal Articles
- The Seven Key Aspects of Testamentary Trusts
- The Eight Key Aspects of SMSFs
- Six Foundations of the Taxation of Trusts
- The Seven Foundations of Business Succession
- Seven Essential Structuring Articles (ebook)
- The Nine Foundations of Asset Protection (also available as a ebook)
- 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 2016 (ebook)
- Laws for Life Reference Guide (ebook)
- Estate Planning War Stories Reference Guide
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 Australian national law firm McCullough Robertson, 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 director and co-founder of 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.
Tara is a co-founder of the specialist law firm, View Legal Pty Ltd.
As the director of Adviser Services, Tara is responsible for the View Wholesale solutions, managing a team of lawyers and paralegals to deliver high quality legal solutions to accountants, financial advisers and other lawyers with price certainty.
Her favourite aspect of being part of View Legal is working collaboratively with advisers to help them provide effective and appropriate solutions for tax planning, estate and business succession planning, and asset protection.
One of her daily goals is to deliver legal solutions in a way that empowers advisers to use the legal process to strengthen and build their relationship with their clients.
She is passionate about exploring innovations in the legal industry, particularly in relation to using technology and value pricing to provide quality solutions and price certainty for advisers and their clients.
Tara is a fellow of The Tax Institute and has been published in Australia’s leading monthly tax journal, The Tax Institute’s Taxation in Australia and the leading weekly tax journal, Thomson Reuters’ Weekly Tax Bulletin.
Aside from her legal interests, Tara spends her spare time practicing yoga, going to the beach, water skiing, travelling and catching up with friends and family.