Matthew Burke Email & Phone Number

Chinchilla, Qld

Our systems recently helped one family save $3M in inheritance costs. You want to step back from the business and transfer ownership to your children. But that’s easier said than done. We often meet business owners who aren’t sure how to do this. Their children end up getting responsibility without the authority or rewards, and as a result aren’t happy. This happens because the business owners: did not plan their transition early enoughmade assumptions about what… Show more Our systems recently helped one family save $3M in inheritance costs. You want to step back from the business and transfer ownership to your children. But that’s easier said than done. We often meet business owners who aren’t sure how to do this. Their children end up getting responsibility without the authority or rewards, and as a result aren’t happy. This happens because the business owners: did not plan their transition early enoughmade assumptions about what their children wanteddid not prepare their children for what they’d inheritdid not recognise their children’s desires changed as they grew did not stay up to date with inheritance and transition laws The result is millions of dollars lost from the estate to administration and legal fees. Children inheriting responsibilities they did not want, burdened with debt they can’t handle. So, we first help you understand your current financial position - who owns what and what is it worth. Then we put structures in place for your inheritance, so your wealth goes where you want it to go with minimum risks/cost and no fuss. And we review and update this plan on a regular basis. You keep your hard earned wealth in the family where it belongs. Show less

You worked hard to build your brand and today your name is worth quite a bit. Unfortunately that puts your personal assets in creditor’s cross-hairs. We often meet business owners who started a business in their own name, then never bothered to review their structure as they grew. Operating in your own name has it’s benefits, but can also lead to high taxes and children inheriting your debt. Your insurance may not protect you as well as you hope. So first, we review your… Show more You worked hard to build your brand and today your name is worth quite a bit. Unfortunately that puts your personal assets in creditor’s cross-hairs. We often meet business owners who started a business in their own name, then never bothered to review their structure as they grew. Operating in your own name has it’s benefits, but can also lead to high taxes and children inheriting your debt. Your insurance may not protect you as well as you hope. So first, we review your assets and how they’re protected. We also review your current debt, including any guarantees made on children’s loans.Then we find ways to restructure your business and any loans to reduce your risk and expenses. This insulates your personal and family assets, reduces your income tax. Show less

Chinchilla

Gold Coast

Queensland, Australia

Diploma Of Financial Planning, Financial Planning And Services

Bachelor Of Business, Accounting And End User Computing

Education record