Final Post for 2014 and Season's Greetings

With the annual leave season starting in earnest over the next couple of weeks and many advisers taking either extended leave or alternatively taking the opportunity to catch up on things not progressed during the calendar year, last week’s post will be the final one until early 2015.

Similarly, both the View Legal and Matthew’s Twitter and LinkedIn postings will also largely take a hiatus until the New Year as from today.

Thank you to all of those advisers who have read, and particularly those that have taken the time to provide feedback in relation to, the various posts.

Additional thanks also to those who have purchased the various versions of ‘Inside Stories – the consolidated book of posts’ (see - http://www.amazon.com/Matthew-Burgess/e/B00L5W8TGO/ref=sr_tc_2_0?qid=1413149165&sr=1-2-ent).  

The next edition of this book, containing all posts over the last five years, edited to ensure every post is current and organised into chapters for each key area should be available early in 2015.

Very best wishes for Christmas and the New Year period. 



Image credit: Cliff cc

And another View Legal Apple and Android app launched

Following the successful launch earlier this year of the View Legal Directors Duties, Estate Planning, business succession and binding death benefit nomination apps, we have now developed and launched a further Apple and Android app.

The new app is in relation to Self-managed superannuation funds (SMSF) and can be downloaded via the following links –

1. iPhone - https://itunes.apple.com/au/app/smsf/id931264885?mt=8
2. Android – https://play.google.com/store/apps/details?id=view.legal.smsf

SMSFs can provide a range of benefits and opportunities not available via any other retirement savings approach.  

SMSFs are however heavily regulated and it is vital that fund members have a deep understanding across all relevant areas.

The SMSF app is designed to allow the user to narrow down some of the broad areas that might be relevant in relation to establishing, or updating, an SMSF.

Depending on the answers provided, the app generates a free white paper containing general information in relation to some of the issues that are often relevant.

Until next week.