by sarah.leslie@rm.net.au | Mar 16, 2026 | Accounting & Audit, Featured, SMSF Specialists
In 2023, the Government announced its intention to introduce a new tax targeting individuals with more than $3 million in superannuation. In December 2025, draft legislation for a significantly revised version of this tax was released. This legislation has now passed...
by sarah.leslie@rm.net.au | Jan 23, 2026 | Everyone, Featured, SMSF Specialists
The Federal Government’s Compensation Scheme of Last Resort (CSLR), which began operating in April 2024, was designed as a genuine last resort for victims of financial misconduct. The CSLR was established to pay up to $150,000 per eligible claim where the Australian...
by sarah.leslie@rm.net.au | Jan 23, 2026 | Accounting & Audit, Everyone, Featured, SMSF Specialists
Understanding Default Superannuation Funds When employees start a new job, they’re often asked to nominate a super fund. But if they don’t make a choice or don’t have an existing stapled fund, their employer must pay super contributions into a default superannuation...
by sarah.leslie@rm.net.au | Jan 15, 2026 | Accounting & Audit, Everyone, Featured, Financial Planning, SMSF Specialists, Tax & Estate Planning
Our Payday Super workshops are well underway this week across our Glen Innes and Tamworth offices, and the response has been extremely positive. Sessions have been well attended, with clients leaving feeling more informed, confident, and prepared for the changes...
by sarah.leslie@rm.net.au | Dec 16, 2025 | Everyone, Featured, SMSF Specialists
Unqualified influencers could cost you more than you think In today’s digital age, social media platforms are flooded with individuals claiming to offer financial advice. While some may appear knowledgeable, many lack the proper qualifications and regulatory oversight...
by sarah.leslie@rm.net.au | Oct 27, 2025 | Everyone, Featured, SMSF Specialists
Ryan Pinkerton, Manager and SMSF Specialist at Roberts + Morrow, was recently featured in REGGIE discussing how families can future-proof their wealth through smart SMSF property planning. Ryan shared insights on the benefits and challenges of holding property in a...
