Matt joined Green Taylor Partners in 1996, becoming a Principal of the firm in 2000.
Matt holds a Bachelor of Business degree (majoring in Accounting and Finance), a Diploma of Financial Planning and is an affiliate member of the Institute of Chartered Accountants. He is also a member of the Self Managed Superannuation Fund Professional Association of Australia.
Matt's duties include…
Matt specialises in the areas of:
- Capital Gains Tax Strategies
- Taxation Planning
- Estate Planning
- Retirement & Income Stream Planning
- Superannuation Strategies.
Matt is married to Jane and has 3 adult children.
He enjoys playing golf, watching sport, spending time with family and friends, following the horses and supporting the Warrack Eagles and Carlton Football Clubs,
as well as dreaming of travelling around Ireland again!
Contact me on
Blog Posts by Matt
Earlier in the year I wrote an article about this topic. I am finding this continues to be a fantastic opportunity (and is often overlooked) for those taxpayers who: Have a Total Superannuation Balance (TSB) under $500,000; Would like the ability to reduce their taxable income; Would also like to provide for their retirement by […] Read More
I thought it would be a good time to put a reminder out about what are the common characteristics of successful investors. None of what I have listed below is rocket science and none of it will be new or a surprise to anyone who reads this. The surprise however, is how often these points […] Read More
Most of you will be aware of the ATO’s measure to address the impact of COVID-19 allowing people early access to their superannuation. This concession allowed taxpayers to access up to $10,000 prior to 1 July 2020 from their superannuation fund and another $10,000 since. The withdrawals would also be tax-free. In order to meet […] Read More
You may be eligible for Land Tax Relief, if you are a commercial or residential landlord in Victoria. The amount of land tax relief is a 25% reduction on the property’s 2020 land tax. You also have the ability to defer payment of your remaining land tax liability up to 31 March 2021. Eligibility Requirements […] Read More
The Government has recently passed legislation regarding the all important JobKeeper Payment. For all of you that have questions which may include: how does this process work? which businesses does it apply to? who is an eligible employee? what if my employees have been stood down? does whether superannuation have to be paid? what happens […] Read More
The 2019-20 financial year is the first year you may be able to contribute “unused” concessional contributions from a prior year. Any unused concessional contributions (annual limit currently $25,000) from the 2018/19 financial year and onwards can be used on a rolling basis for up to 5 years! Any amount not used after 5 years […] Read More
As you are probably aware many of us at Green Taylor Partners enjoy the philosophy of Scott Phillips, Chief Investment Officer of The Motley Fool. Scott can be read or heard regularly in Nine/Fairfax press, Money magazine, Weekend Sunrise on Channel 7 or on the Triple M – Motley Fool podcasts (which I highly recommend). […] Read More
You may have read in the financial pages of your weekend newspaper recently with the ATO confirming rental property investors will be firmly in their sights when submitting their 2019 tax returns. Based on recently performed random sampling the ATO has found 9 out of 10 income tax returns contain errors relating to non-compliance with […] Read More
We have written many articles and presented several sessions at our client seminars on these issues over the last few years to demonstrate the complexity involved with getting older, incapacity and death of members in an SMSF. A case in the Supreme Court of Queensland last year (Narumon Pty Ltd as trustee for John Giles […] Read More
Peter Cramer, Kerry Schultz and myself recently attended the SMSF Association National Conference in Melbourne. We spent some time reviewing the status of a couple of policy announcements from last year’s budget as well as reviewing some of Labor’s proposals for superannuation should they win Government. I will provide some commentary on these below: Previous […] Read More