ABOUT JCFM
JCFM is a strategic consultancy practice that provides comprehensive strategic financial advice to owners of small businesses.
Headed by Jeff Chung, JCFM has extensive experience across cash flow, tax issues, superannuation and legal issues, we can provide a small business owner with across the board strategic advice on how they can improve or enhance their financial position.
We are not financial planners selling managed funds investments.
We have advised clients on:
How to transfer a successful business to successors with minimal capital gains tax and minimal outlays for the successor;
- Investing a significant inheritance (in the vicinity of $15M) with the benefit of capital protection;
- Restructuring business affairs to decrease annual tax liabilities as well as qualifying the owners for small business concessions;
- Using superannuation to build their retirement income whilst enhancing their business cash flow;
- Estate planning issues - including minimising the risk of estate disputes from estranged family members, relationship breakdowns and business creditors;
- Specialised superannuation compliance advice on strategic business acquisitions;
- Structuring insurance to ensure tax efficiencies.
Jeff Chung’s qualifications are:
- Bachelor of Business from the University of Technology Sydney
- Bachelor of Laws (Honours) from the University of Technology Sydney
- Admitted to practise law
- Diploma of Financial Planning
- Currently completing Masters in Tax from the University of NSW.
He has worked with leading international law firms specialising in large scale property transactions. He has extensive knowledge of all the legislation governing self managed superannuation funds as well as tax implications around superannuation strategies.
Click here to contact Jeff Chung