I love helping clients reach peace of mind about the protection
of their wealth and transition to the next generation
I spent a large part of my career at a firm called McCullough Robertson. and in 2014 I co-founded a law firm called View Legal – a boutique firm which specialises in supporting accountants, financial planners and other lawyers to become their clients trusted adviser.
I am currently enjoying the wonderful lifestyle benefits of being based at the Gold Coast, and I work predominantly in the Brisbane, Gold Coast and Northern NSW regions. As a location independent lawyer, I embrace technology to assist clients all over Australia.
To this end, I am 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 clients.
I am a fellow of the Tax Institute and a published author in Australia’s leading monthly tax journal, Thompson Reuter’s Weekly tax Bulletin.
Aside from my legal interests, I spend my spare time practicing yoga, learning to surf, water skiing, travelling and catching up with friends and family over delicious food.
Post-death superannuation proceeds trusts: a last resort?
The Clark decision: Possible consequences for CGT event E4?
Fixed trusts and unit trusts: one and the same?
Trust assets and estate planning: how has the dust settled after Kennon v Spry?
Trust Deeds and Drafting Quirks – Avoiding Costly Mistakes for Television Education Network
Special Issues with Testamentary Trusts: Post Death Trusts and Superannuation Proceeds Trusts for Television Education Network
Drafting Testamentary Trusts in a Tax Effective Manner
The sort your money out show
The Young Money Podcast Episode 12: The Importance of Estate Planning for Young Australians
Marketing News for Lawyers Podcast: Raising your profile with instagram