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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What does Brexit mean for the financial markets?

Jun 28, 2016

On Friday 24 June news came through that Britain had voted to ‘Leave’ the European Union (EU) 52 – 48 per cent. But the debate about the implications for economies and financial markets is just beginning. For an overview of what this may mean for you take a look at this special edition ‘Market Watch’ from Count... View Article Read more

Government delivers significant changes to superannuation in its 2016-17 Federal Budget

Jun 23, 2016

A reduction in concessional contribution caps, the lowering of the Division 293 tax threshold, capping tax-free assets in retirement and a lifetime limit for non-concessional contributions are just some of the changes that were in the Budget announcements this year to impact superannuation. These changes may impact your SMSF and retirement planning and require you... View Article Read more

Restructure opportunities without tax or stamp duty

Jun 22, 2016

The 2016-17 NSW Budget has confirmed the abolition of mortgage duty, marketable securities duty and non-real estate business assets from 1 July 2016 as planned. In combination with the new small business restructure roll-over (which will also apply from 1 July 2016), this presents an opportunity to review your business structure and consider whether an alternative... View Article Read more

Contributing shares to your SMSF – Part 2

Jun 2, 2016

Let’s look at how it works – a case study David has a portfolio of direct shares in his own name: Some of the shares have increased in value during the period he has owned them, and others have decreased in value All of the shares yield an annual dividend which is taxable at David’s... View Article Read more

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