by sarah.leslie@rm.net.au | Sep 24, 2026 | Everyone, Featured, Legal Services
By Cameron Cowley, Special Counsel Tax & Legal, Roberts + Morrow For many parents, helping an adult child buy their first home feels like a natural thing to do. Perhaps you have built up savings, paid off your own home or reached a stage where you would rather...
by sarah.leslie@rm.net.au | Sep 24, 2026 | Everyone, Featured, Legal Services, Uncategorised
The draft legislation introducing a minimum tax on discretionary trusts has sparked strong concern across the accounting and legal professions. The fear is that this change will push Australia’s tax system from overly complicated to outrageously unwieldy. Trustees...
by sarah.leslie@rm.net.au | Sep 24, 2026 | Everyone, Featured, Legal Services, Uncategorised
The minimum tax on discretionary trusts will likely have unintended legal consequences, particularly around estate planning, succession planning and asset protection. Eroded asset protection Discretionary trusts are excellent structures for asset protection. Assets...
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...
