Keith & Nicole – binding death benefit nominations for blended families

Nov 1, 2017

Keith and Nicole are both divorced and have children from previous marriages. Nicole’s children, Connor and Isabella, come to live with Keith and Nicole after they get married. After a near miss during a special effects mishap for his latest film clip, Keith decides that he had better get his affairs in order. Keith has... View Article Read More

Subsidised business succession and estate planning advice for farmers

Nov 1, 2017

Careful estate planning is essential in securing the ongoing viability of primary production businesses from one generation to the next. In recognition of this, the NSW Rural Assistance Authority (RAA) is currently providing funding for farming families to receive retirement, succession and estate planning advice. The key details of the Farm Business Skills Professional Development... View Article Read More

5 superannuation changes – and what you need to know

Oct 10, 2017

From 1 July 2017, Federal Government superannuation reforms came into effect. It’s important to understand how these changes could affect your financial strategy and retirement plans. Click here to read more. Read More

Help your kids avoid the debt spiral

Jul 21, 2017

If you’re a parent concerned about the spending habits of your son or daughter, you’re not alone. Here are some simple suggestions to help your loved ones take back control and stay out of debt. When you’re young and living life to the full, it can be tempting to see your credit card as a... View Article Read More

Goals first, strategy second

Jul 11, 2017

If you haven’t figured out your lifestyle goals for the future, your financial strategy is like a journey without a destination. When you’re creating a financial plan, it’s tempting to focus purely on the money aspect – for example, how much your weekly budget is, or how much your investments are likely to grow. But... View Article Read More

Farewell to our retiring Senior Partner

Jul 5, 2017

On Friday 30 June, Roberts & Morrow said goodbye to retiring Senior Partner, Simon Croft, after 23 years with the firm. Simon completed a Computing and Accounting degree in Lismore before beginning his career in Brisbane, where he met his wife Susan. They married in 1995 and settled in Armidale. Simon became a Chartered Accountant... View Article Read More

Primary Production Seminar

May 22, 2017

Roberts & Morrow are hosting a Primary Production Seminar on Thursday 25 May at 3:00pm. For further details please check out the invitation. Read More

Legislation passed regarding transfers of farm land

May 4, 2017

On 4 April 2017, legislation was passed to broaden the application of the exemption for transfers of farm land. The two key changes result in the exemption applying to transfers of primary production land in the following scenarios: 1. Where the transferor is a SMSF and the transferee is a family member of a SMSF... View Article Read More

Is an SMSF right for you?

Apr 24, 2017

If you’re thinking of setting up a self-managed super fund (SMSF), there are lots of things you need to consider first… Full article Read More

With the FBT year end upon us it is time to focus on these reporting obligations.

Mar 30, 2017

The Fringe Benefits Tax (FBT) year ends on 31 March 2017 and FBT Returns are due and payable by 21 May 2017, including nil returns, if appropriate. As an employer, you should consider all benefits provided to employees or associates during the FBT year 1 April 2016 to 31 March 2017. If a benefit can... View Article Read More