At Roberts + Morrow, the role of an accountant goes far beyond spreadsheets and tax returns—especially when you’re talking to Sam Notley. As a Partner in the firm, Sam has spent years walking alongside farming families, not just through financial seasons, but through life’s toughest ones too. For Sam, good advisory work—particularly in agriculture—is deeply personal. That’s why you’ll often find him not just in the office, but on farm with his clients, listening, planning, and helping them shape their future.
A Legacy in the Making
One of the families Sam has supported over the years is the Perry family, owners of Trent Bridge Wagyu in the picturesque Aberfoyle area of the Northern Tablelands. Their operation is no small feat—it’s a large-scale seedstock and feeder business focused on Wagyu cattle, with a strong emphasis on genetic analysis, phenotyping, and fertility.
Growing a business like this takes courage, vision, and a whole lot of planning. From purchasing more land to launching sale initiatives and strengthening management, the Perry family has made bold moves. But perhaps the most personal and complex journey has been succession planning—ensuring the farm can be passed on sustainably to the next generation.
The Heart of Succession Planning
“Succession planning is a journey all on its own,” Sam explains. “It’s about bringing everyone into the process—every stakeholder, every family member, whether they’re on the farm or off. It takes time. It’s more than a one-off conversation. It’s about baby steps, week by week, and creating space for people to speak.” Sam’s approach is grounded in empathy and strategy. He knows that when it comes to family farms, emotions run deep. Decisions aren’t just financial—they’re generational. And when those conversations are delayed, opportunities can be lost.
More Than Just Advice
For Sam, success in farming isn’t measured only in profit margins or tax outcomes. It’s about helping families build something lasting—something the next generation can confidently take forward. That’s why he’s so passionate about being part of the journey, not just the paperwork. Whether it’s navigating market fluctuations, weather challenges, or the delicate dynamics of succession, Sam is there to guide, support, and empower. His work with families like the Perrys is a testament to what happens when advisory becomes personal—and when accountants become true partners in growth. Sam has worked closely with the Perry family at Trent Bridge Wagyu, supporting their growth into a large-scale Wagyu seedstock and feeder operation. From land acquisitions and sale initiatives to strengthening management and navigating market and weather challenges, Sam has been a trusted advisor. Central to this journey has been succession planning—ensuring the farm’s future is sustainable and ready for the next generation.
Are you looking for a succession plan that is grounded in empathy and strategy? Contact | Roberts + Morrow
The Trent Bridge On-Farm Sale is Australia’s largest offering of commercial Wagyu bulls, held on-farm every year on the first Thursday in September. Learn more at trentbridge.com.au
