ImageDate: 25th September 2007

Speaker:
Matthew Burgess

Topic:
Asset protection and the investment process

The recent changes to bankruptcy and taxation legislation have had a significant impact on all business owners and investors. Mathew Burgess, a leading specialist, will be presenting an interactive and in depth analysis in the area.  The overriding focus of the presentation will be on practical ways to legitimately maximise asset protection while also minimising tax.

A summary of issues that will be discussed include:

1.    Recent changes to the bankruptcy legislation.

2.    Family trusts as an asset protection vehicle.

3.    Superannuation funds as an asset protection vehicle.

4.    Limited liability.

5.    Restructure alternatives for companies and trusts.

6.    Estate planning strategies.

Matthew Burgess commenced with leading Australian firm McCullough Robertson Lawyers in 1997, which according to BRW is Queensland's largest firm.  He was made a Partner of the firms' Business & Revenue group in July 2002.  Matthew specialises in tax, estate and succession planning for individuals and business owners.  He also provides advice on asset protection, business structuring, business sales, mergers and acquisitions.  Matthew is a regular presenter on behalf of many industry associations.

McCullough Robertson Lawyers
www.mccullough.com.au