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Alistair has worked in the Accounting, Superannuation, Taxation and Business Advisory sectors for over 20 years. He has developed a specialisation in Self Managed Superannuation Funds through his extensive experience in the field and accreditation as an SMSF Association Specialist Advisor.
He has worked on all sides of superannuation from assisting employers and businesses meet their obligations, assisting individuals to make the most of the superannuation system, working on APRA regulated funds to assisting trustees on all facets of Self Managed Superannuation Funds. His extensive practical experience and education enables him to assist client in meeting their obligations, avoid pitfalls and make the most of superannuation opportunities.
Alistair Galbraith is an Accountant Authorised Representative of Count Financial Limited.
Jason is a Chartered Accountant (CA) and Tax Agent with degrees in both Law (Honours Class 1) and Commerce from the University of New England where he has also tutored and lectured in a number of subjects including Taxation Law.
One of less than 300 CA SMSF Specialists in Australia, Jason has advanced knowledge & understanding of SMSF regulation, contributions rules, investment standards and taxation concessions. He advises on a full range of complex SMSF strategies and incorporates this into comprehensive wealth plans for his clients.
Jason is a keen cyclist and a member of the Armidale Cycling Club. He enjoys spending time with his wife Jane and their three boys, who are all keen cyclists too!
Michelle is a Chartered Accountant (CA), an ASIC registered SMSF auditor and a registered company auditor with an Economics degree and a Diploma in Financial Management from the University of New England.
An audit specialist with over 20 years experience in auditing self managed superannuation funds, Michelle’s experience allows the firm to consider the audit implications of complex transactions prior to advising clients.
Michelle works together with business services Partners to audit the majority of the firms 400 self managed superannuation funds. Michelle’s particular interest is in ensuring that the financial reports of each fund are transparent and they met the specific needs of the Trustees.
As part of our commitment to quality Michelle regularly attends SMSF specific focus groups and forums with other industry experts. This networking allows her to stay abreast of the current developments in the growth sector.
Paul is a solicitor of the Supreme Court of New South Wales with undergraduate degrees in both Law and Financial Administration from the University of New England and a Master of Laws degree from the University of Sydney. Paul has over 20 years’ experience as a specialist in taxation and has attained the designation of “Chartered Tax Adviser” from the Taxation Institute of Australia.
He commenced his career in the taxation division of one of the Big 4 accounting firms in Sydney in 1998. He became a specialist tax lawyer with a mid-tier law firm before taking up a Senior Associate position with a boutique taxation advisory firm in 2009. In 2012 Paul accepted the in-house Tax Lawyer position with Roberts & Morrow. As part of that role he heads up the Specialist Tax and Estate Planning team which specialises in advising clients on business succession and estate planning issues. In 2015 Paul was made a Partner of the Firm.
Self-managed superannuation funds are becoming increasingly significant within private client groups. Tax effective utilisation of SMSFs during one’s lifetime and appropriate strategies for passing control of the wealth held in an SMSF on death is therefore a key focus of Paul’s estate planning advice. As a Tax Specialist working in an accounting practice, Paul brings a different skillset to superannuation problems, opportunities and strategies. He is therefore well placed to advise, not only on tax aspects of superannuation, but on how the superannuation aspects interact with the client’s broader estate planning intentions.
Karina attended the University of New England where she obtained her undergraduate degrees in Financial Administration and Law. Whilst finishing her studies Karina began working at Roberts & Morrow in 2005.
Karina was admitted as a member of the Institute of Chartered Accountants in 2010 and then furthered her knowledge by completing a Master of Applied Taxation from the University of New South Wales in 2013. She chose to focus her Masters study on superannuation, having completed modules on self-managed superannuation fund law and taxation of superannuation.
Her experience is predominantly in taxation and business services. However having demonstrated a keen interest in assisting with complex taxation matters Karina recently joined the Specialist Tax and Estate Planning team. She now supports Paul Williams by performing legal research and preparing advices on all topics of taxation and superannuation law.