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.
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Blog Posts by Matt
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
I have recently read an Australian Financial Review opinion piece from John Maroney, the CEO of the SMSF Association, Australia’s premier independent professional body representing the Self-Managed Superannuation Fund (SMSF) industry. The article details how key Labor policies, if elected, will have an impact on SMSFs. Below I have extracted important pieces from the article. […] Read More
It seemed timely that I recently read another excellent article by Bruce Jackson (formerly of the Motley Fool but now from The Capital Club) in relation to falling and volatile stock markets. This article was written on October 12 2018. In the last few weeks, world markets have experienced some wild swings which naturally tests […] Read More
I believe I have written about this topic before, but with the amount of conversations I have been having with many clients and friends on this same subject over the last 12 months, it feels appropriate to raise it again. Retirement usually involves one or a combination of the following: Sale or transfer of a […] Read More
There are always tips and traps to remember when property investing but here are some traps investors should avoid: 1) Lack of Property Maintenance Like any investment, your property and your tenants need to be treated with respect. If your property falls into a state of disrepair this can result in a multitude of problems. […] Read More
There are generally 2 types of penalties the ATO can impose on SMSF Trustees for contraventions which have taken place: Administrative Penalties – this is generally for minor breaches of the SIS Act. The ATO will normally request the Trustees to take measures to amend or correct the breach and providing this is done in […] Read More
One of the frustrations many of our employee clients have is they are sometimes limited in their ability to claim tax deductions to help reduce their taxable income. However, one of the changes made in last years’ Federal Budget is currently flying under the radar due to the focus on many of the other complex […] Read More
Can you handle the truth?? There have been some amazing swings on the US Sharemarkets’ Dow Jones Index in the last few weeks. On some days the market has been close to 1,000 pts (approx. 4%) down during a daily trading session. Obviously, the Australian Stock Exchange behaviour tends to mirror what is happening overseas […] Read More