by sarah.leslie@rm.net.au | Jun 24, 2026 | Accounting & Audit, Everyone, Featured, Legal Services
As part of recent regulatory reforms, professional service providers including accountants and lawyers are now required to comply with Anti Money Laundering and Counter Terrorism Financing (AML/CTF) obligations administered by AUSTRAC. Roberts + Morrow has implemented...
by sarah.leslie@rm.net.au | Jun 23, 2026 | Everyone, Featured, Legal Services, Tax & Estate Planning
Last week, our Partner Paul Williams joined a succession planning panel hosted by Young Agri Professionals (YAP) Tamworth. Drawing on his experience working with clients across the region, Paul shared practical insights into how succession planning works in real life....
by sarah.leslie@rm.net.au | May 14, 2026 | Accounting & Audit, Everyone, Featured, Financial Planning, Legal Services, News, SMSF Specialists, Tax & Estate Planning, Uncategorised
This year’s Federal Budget introduces a series of tax and policy changes that will directly influence how businesses invest, manage cashflow and structure their operations. From permanent asset write-offs and loss carry-back measures to changes in how investment...
by sarah.leslie@rm.net.au | Nov 24, 2025 | Everyone, Featured, Legal Services
We’re pleased to share that Paul Williams, Partner Tax + Legal, was recently featured in Pandaemonium, where he offered his perspective on the realities of regional law and the importance of accessible, practical advice for our communities. In his column, Paul...
by sarah.leslie@rm.net.au | Oct 27, 2025 | Everyone, Featured, Financial Planning, Legal Services, SMSF Specialists, Tax & Estate Planning
R+M recently hosted a Division 296 Superannuation Tax Seminar in early October at the Glen Innes Town & Country Club. The session aimed to clarify some of the myths and complexities surrounding the proposed $3M super tax and provided valuable insights to help...
by sarah.leslie@rm.net.au | Sep 26, 2025 | Featured, Legal Services, Tax & Estate Planning
Mrs Wright, an elderly widow with four adult children, decides to sell the family home and move in with one daughter, who will provide ongoing care. Mrs Wright plans to contribute part of the sale proceeds to her daughter in exchange for care and the right to live in...
