Introducing our Specialist Tax and Estate Planning team

Roberts & Morrow sets itself apart as a regional accounting firm with an in-house solicitor to provide our valued clients with high-level taxation advisory services.

Our Specialist Tax and Estate Planning (STEP) 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 STEP team is supported by Chartered Accountants and superannuation specialists with qualifications in both accounting and law.

Our specialist 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 STEP 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 specialist services offered by our STEP team please contact your Roberts & Morrow business services partner or feel free to contact Paul Williams directly.

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