When it comes to SMSF advice and maximising your wealth creation opportunities, RMS stands apart in the industry with a team of highly qualified SMSF advisors covering every aspect needed to be properly advised on appropriate SMSF strategies.
Alistair has worked in the Accounting, Superannuation, Taxation and Business Advisory sectors for over 20 years. He has developed a specialisation in Self Managed Superannuation Funds through his extensive experience in the field and accreditation as an SMSF Association Specialist Advisor.
He has worked on all sides of superannuation from assisting employers and businesses meet their obligations, assisting individuals to make the most of the superannuation system, working on APRA regulated funds to assisting trustees on all facets of Self Managed Superannuation Funds. His extensive practical experience and education enables him to assist client in meeting their obligations, avoid pitfalls and make the most of superannuation opportunities.
Alistair Galbraith is an Authorised Representative of Count Financial Limited .
Jason is a Chartered Accountant (CA) and Tax Agent with degrees in both Law (Honours Class 1) and Commerce from the University of New England where he has also tutored and lectured in a number of subjects including Taxation Law.
One of less than 300 CA SMSF Specialists in Australia, Jason has advanced knowledge & understanding of SMSF regulation, contributions rules, investment standards and taxation concessions. He advises on a full range of complex SMSF strategies and incorporates this into comprehensive wealth plans for his clients.
Jason is a keen cyclist and a member of the Armidale Cycling Club. He enjoys spending time with his wife Jane and their three boys, who are all keen cyclists too!
Paul is a solicitor of the Supreme Court of New South Wales with undergraduate degrees in both Law and Financial Administration from the University of New England and a Master of Laws degree from the University of Sydney. Paul has over 20 years’ experience as a taxation lawyer and has attained the designation of “Chartered Tax Adviser” from the Taxation Institute of Australia.
He commenced his career in the taxation division of one of the Big 4 accounting firms in Sydney in 1998. He became a tax lawyer with a mid-tier law firm before taking up a Senior Associate position with a boutique taxation advisory firm in 2009. In 2012 Paul accepted the Tax Lawyer position with Roberts & Morrow. As part of that role he heads up the Tax & Estate Planning Team which advises clients on business succession and estate planning issues. In 2015 Paul was made a Partner of the Firm.
Self-managed superannuation funds (SMSFs) are becoming increasingly significant within private client groups. Tax effective utilisation of SMSFs during one’s lifetime and appropriate strategies for passing control of the wealth held in an SMSF on death is therefore a key focus of Paul’s estate planning advice. As a tax lawyer working in an accounting practice, Paul brings a different skillset to superannuation problems, opportunities and strategies. He is therefore well placed to advise, not only on tax aspects of superannuation, but on how superannuation interacts with a client’s broader estate planning intentions.