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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Investment choices: Exchange Traded Fund (ETF)

Dec 8, 2016

What is an Exchange Traded Funds An Exchange Traded Fund (ETF) is an investment fund traded on stock exchanges, much like shares. An ETF can hold assets such as shares, commodities or bonds. ETFs usually track the performance of an index, giving investors access to an instantly diversified portfolio. ETFs are open-ended funds, meaning investors... View Article Read more

Is your employer paying your super?

Dec 7, 2016

A report titled “Overdue: Time for Action on Unpaid Super” has been prepared by Phil Gallagher (Former director of Treasury’s retirement income modelling taskforce) on behalf of Industry Super Australia showing that 30% of entitled employees did not receiving their full superannuation contribution payments into their superannuation accounts in the 2013/14 financial year. The... View Article Read more

Recent changes to superannuation rules

Dec 2, 2016

On Wednesday 23 November 2016 the Government’s superannuation legislation was passed by the Parliament making the superannuation changes it originally announced in the 2016 Federal Budget law. Changes in the legislation that need to be considered include; lower contribution limits, the new $1.6 million balance transfer cap, a lower income threshold for increased contributions tax... View Article Read more

Investment choices: Shares

Dec 2, 2016

Investing shares A shareholding is part ownership of a listed company. The shareholder receives dividends or income from their share investment and the company is able to raise valuable equity capital to fund its growth and operations. The shares can then be sold on the stock exchange and a potential capital gain realised if the... View Article Read more

Investment choices: Managed funds

Nov 21, 2016

There are many types of investment vehicles to choose from, with managed funds one of the most popular choices in Australia. Here are some of the reasons for investing in managed funds. What is a managed fund? Managed funds pool the money of many individual investors. This money is then invested by a professional fund... View Article Read more

2016-17 budget superannuation reforms

Nov 11, 2016

On 9 November 2016, the Government introduced legislation to implement its 2016-17 Budget superannuation reforms. The package of superannuation bills has been referred to the Senate Economics Legislation Committee for report by 14 February 2017. One of the bills proposes to reduce the annual non-concessional cap following the Government’s announcement that it would not proceed... View Article Read more

US Election & Australian Markets

Nov 11, 2016

Donald Trump will be the 45th President of the United States of America. This surprising election result has unsettled markets across the world. Count Financial Limited have prepared a market watch article summarising Trump’s policy priorities and giving some insight into how markets have reacted. Market watch article Read more

Oliver’s Insights – Five ways to help manage the noise and turn down the worry list

Oct 26, 2016

Dr Shane Oliver, the AMP’s Chief Economist and Head of Investment Strategy and Economics, is responsible for AMP Capital’s diversified investment funds. He also provides economic forecasts and analysis of key variables and issues affecting, or likely to affect, all asset markets. Click here to read some of his latest insights into the benefits of maintaining... View Article Read more