Helping farming families protect their wealth and structure for growth.
Not happy with your current level of advice? Get in touch.
Google Review from Dean Smith – Precise Plastering Group
“I started with their services back in about 2006 when the company was Duncan Plante & Co, Duncan was a great man and gave us solid advice with both our building company and our Cattle farm business, Kylie King was just starting out then and learnt well. A lot has changed since then but we are still with Kylie to this date, I guess that tells you a little something about Kylie. Thanks for your efforts.”.
Google Review from Jennifer Sewell
“Roberts and Morrow have provided me with trusted accounting advice for some 20 years, Bernadette and Jason are available and understand how challenging it can be as a single person to make the best financial decisions. They listen, ask questions, and facilitate my decision making. I trust them to advise and act in my best interest.”.
Google Review from Mike Zucker
“Absolutely brilliant customer service and quality advice”
Google Review from Jim Ritchie
“We cannot recommend the team at Roberts + Morrow highly enough, particularly the service we receive from Sam Notley. Sam has been doing our Tax now for many years and it has always been a great experience. We thoroughly recommend the R+M team and Sam Notley if you are looking for an accountancy team who go the extra mile for you.”
Are you prepared for the future?
Farmers feel the highs and lows more than anyone.
Recent years have brought relief with improved weather.
However, fluctuating commodity prices are still a concern. 📈 📉
If you’re feeling uncertain, know you’re not alone.
Highs and Lows are common in farming.
Your question is, 👉“How do I protect my wealth through uncertain times?”👈
The key is to be prepared.
It’s about:
🎯 structuring for growth,
🎯 ensuring smooth succession planning,
🎯 and implementing effective tax strategies to minimize your financial burdens.
However, finding trustworthy advice can be a challenge. Our mission is to help you thrive during the highs and support you during the lows.
If you don’t feel like you’re getting good, timely advice from your current accountant, why not take matters into your own hands?
For over 70 years, we’ve been working with farmers in the New England Region to do just that.
We’d love to hear your story and let you know how we can help.
Please don’t wait until it’s too late. Set your farming family on a trajectory you’re proud of. 🐂💪
What will we chat about on our call? | Your Story, our Expertise.
We would love to hear your story and understand the challenges you are facing from an Accounting and Business Advice perspective, as a farmer. Are you having trouble preparing cashflow statements or applying for the right grant, or are you just not feeling heard by your current accountant? Lately, we have had lots of questions about succession planning and handing the farm over to the next generation.
We often find ourselves chatting with clients about where they have been, and their many ideas for the future. We love to think proactively about the future with our clients. No matter where you are on your journey, we want to hear about it.
Once we have heard you out, we can let you know about the services we provide and how we can support you on your journey.
If you’re keen to jump on a call, fill in the enquiry form and we’ll get in touch soon.
How we have helped our farming clients run their businesses.
Tax Planning
We analyse your farm’s finances to estimate the appropriate tax liability. Following on, we will provide you advice and strategies tailored to farmers.
Grants and Subsidies
After reviewing your situation we will help you understand the currently available grants and subsidies that are most suited to you, and explain how to apply for them with the highest chance of success.
Asset Protection and Risk Analysis
We assess your farm and personal wealth structure. We will advise you on the best structure to enable wealth creation, tax efficiency and protect your assets.
Assistance with Finance Applications
Whether you are buying a new piece of machinery, or a new farm, we can help you prepare financial applications and supporting documentation to give you the best chance of acquiring credit.
What makes us unique.
70 years of farming experience. There is no substitute for experience. With over 70 years helping the New England Farming community you can rest assured our team has the experience to help you make the right calls at the right time. Many of our Partners come from a farming background, be it growing up on property, or running their own cattle as a hobby. We understand farmers and the farming community, because we delighted to already be part of it.
Specialist Teams. We boast a number of inhouse specialist teams from SMSF, financial planning to Tax + Legal. These close relationships enable our business services partners to offer a fully specialised service to meet your needs, as opposed to a generalist approach.
Hands you can shake all over the New England. We have offices in Armidale, Tamworth, Glen Innes + Narrabri. We will connect you with the right people in the closest office to you, so when the time’s right, you can walk in and shake hands with our farming specialists. We also pride ourselves on proactive communication, so give us a call any time, and speak to your accountant straight away.
Supporting Local Farming Communities.
Advise for Farmers
