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.
He is also one of only a small number of Institute of Chartered Accountants in Australia members who have completed the CA Self-Managed Superannuation Fund Specialist qualification.
With more than 20 years’ practical experience advising businesses and high wealth individuals, Jason’s combination of skills, experience and keen business insight means he is uniquely placed to provide high-level technical advice on a range of taxation and superannuation issues. He balances this advice against practical and commercial considerations that face his clients in their business and personal affairs.
Combining this with a personal approach, Jason understands his client’s needs and partners with them to achieve their goals.
Paul is a solicitor of the Supreme Court of New South Wales with undergraduate degrees in 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 of 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 provides high-level taxation advice to partners and clients of the firm on complex transactions together with business succession and estate planning issues.
In May 2020, an incorporated legal practice, RML Solutions Pty Ltd, was added to the Roberts & Morrow group to provide legal services which are compatible with the tax advisory and estate planning work of the Tax & Estate Planning Team. Paul is the Principal of RML Solutions and has been a partner of Roberts & Morrow since 2015.