Blog
How would your life be affected if you had no income?
Feb 9, 2018
The idea of insuring against loss of income is one that has clear value. But many neglect to insure their most valuable asset. Income protection could be the answer – so how does it work? We happily insure our homes, our vehicles, even our smartphones. But have you...
New stamp duty exemption on business insurance for eligible small business entities in NSW
Feb 9, 2018
From 1 January 2018 eligible small business entities are exempt from stamp duty on certain types of insurances in NSW. The exemption applies to the following types of business insurance: commercial vehicle insurance; commercial aviation insurance; occupational...
Important changes to Small Business Superannuation Clearing House
Feb 9, 2018
The ATO Small Business Superannuation Clearing House (SBSCH) is going through some major changes in February 2018. We have prepared a summary on the changes and how it might impact your business: The current SBSCH system will be available to make super...
Attention Retirees!
Jan 17, 2018
Would you like to: Maximise your age pension entitlements? Have a secure lifetime income that covers your basic needs? Have a long term defensive investment that is tax effective with typically higher returns than cash? Annuities allow you to secure a guaranteed...
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...
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...
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.
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...
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...
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...
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.
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...