Roberts & Morrow is a progressive Chartered Accounting practice that embraces technology to reach clients right across Australia. We pride ourselves on providing exemplary and personalised service to our clients across all their financial matters

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Contributing shares to your SMSF – Part 1

May 20, 2016

Many investors have a personal share portfolio. When it comes to your SMSF, did you know that you can contribute more than simply cash? You are also able to contribute listed shares. What are the advantages of transferring personal shares to your SMSF? Tax benefits Any dividends and capital gains received will be taxed at... View Article Read more

What drives interest rate changes?

May 9, 2016

Economic outlook Changes to the official cash rate are based on the outlook for economic growth and inflation. The RBA uses a number of economic indicators such as employment, investment spend, consumer and business confidence and the housing market to determine the overall strength of the economy and how this will impact on inflation. The... View Article Read more

Interest Rates

May 5, 2016

Interest rates are the cost of money when borrowed or loaned, and are used to control inflation and economic growth. But why do interest rates rise and fall, and how can they affect you? Who controls interest rates? Movements in official interest rates are determined by the RBA. Their objective is to ensure that price... View Article Read more

Smart Super Strategies: Spouse contributions

May 2, 2016

Split super with your spouse If you have a spouse, you are permitted to transfer certain super contributions from the previous financial year over to the super account of your partner. If the receiving spouse is over preservation age at the time of the split request, he or she must declare that they are not... View Article Read more

Smart super strategies: getting started

Apr 15, 2016

Superannuation can be one of the most tax effective ways to build your retirement nest egg. There are a range of strategies you can consider to boost your super savings. Read more

Redundancy: what you need to know

Apr 14, 2016

If you have been made redundant, it is important to understand the financial issues involved, your entitlements, and how to make the most of your redundancy payment with the help of your adviser. Read more

Changes to the Social Security Assets test

Mar 24, 2016

From January 1 2017 the following changes will take place: Read more

Savings and budgeting: building wealth and reducing debt

Mar 16, 2016

Successfully building wealth is a commitment you make to yourself. The best place to start could be to establish a savings plan. The key to successful saving isn’t having lots of money, it is consistency and discipline. Read more