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Introducing our Tax & Estate Planning Team

Date: 2 February 2016

Roberts & Morrow sets itself apart as a regional accounting firm with a Lawyer who provides our valued clients with high-level taxation advisory services.

Our Tax & Estate Planning Team is led by Partner and Tax Counsel, Paul Williams who is a solicitor of the Supreme Court of New South Wales and a Chartered Tax Advisor with the Taxation Institute of Australia. The Tax & Estate Planning Team is supported by graduate law clerks, Chartered Accountants and superannuation specialists with qualifications in both accounting and law.

Our advisory services include advice and assistance on the superannuation compliance, income tax, capital gains tax, GST, fringe benefits tax, stamp duty, payroll tax and land tax implications of a broad range of commercial transactions. We take pride in being able to communicate complex ideas and strategies in a way that is easy for clients and their advisors to understand.

The Tax & Estate Planning Team has a particular focus on providing our clients with peace of mind in knowing that they have arranged their affairs in accordance with their estate and business succession plans. We facilitate this by:

  • gaining a thorough understanding of a client’s current structure and plans;
  • identifying any problems or opportunities arising from their current intentions;
  • developing tax effective strategies which are closely aligned with the client’s objectives; and
  • liaising with our clients’ solicitor in assisting with the implementation of any recommended strategies and the drafting of wills and other testamentary documents.

If you are interested in taking advantage of the services offered by our Tax & Estate Planning Team please contact your Roberts & Morrow business services partner or feel free to contact Paul Williams directly.

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To discuss with one of our estate planning experts. Start by emailing us at enquiries@rm.net.au

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