Business Details
48 Years
experience
Trusted Accounting & Business Services in Brisbane
Roberts + Morrow is a professional services firm dedicated to empowering businesses and individuals through expert accounting, financial planning, tax advisory, legal, and technology solutions. With a team of highly qualified chartered accountants, certified financial planners, legal specialists, and IT professionals, we provide tailored services to clients across Australia. Our professionals bring decades of combined experience in business intelligence, audit, superannuation, and agribusiness, serving clients from startup to succession planning stages. We prioritize building long-term relationships, offering actionable insights to improve profitability, compliance, and strategic decision-making.Our regional focus spans Tamworth, Armidale, Brisbane, and beyond, supported by a commitment to mentoring graduates and contributing to local communities. From cybersecurity solutions through our RMT division to specialized SMSF advisory services, we combine technical expertise with personalized service to help clients navigate complex financial landscapes. Our team's deep industry knowledge spans primary production, franchising, and corporate law, ensuring clients receive practical, forward-thinking advice aligned with their unique goals.
Services
Business Intelligence
Financial Planning
Tax Advisory
Audit Services
Legal Solutions
SMSF Specialists
IT Consulting
Agribusiness Accounting
Succession Planning
Cybersecurity
Details
- Year established: 1978
Highlights and features
- We offer 40+ years of combined experience in accounting and business advisory
- Our team includes Chartered Accountants and Certified Financial Planners
- We specialize in regional business needs across agriculture and primary production
- Our integrated approach combines accounting, legal, and technology solutions
- We provide tailored succession planning for family businesses and farms
Associations and certifications
- Chartered Accountants Australia and New Zealand
- Certified Practicing Accountant (CPA)
- SMSF Association Specialist Advisor
What people say
Expert agribusiness knowledge
Strong local connections
Comprehensive SMSF advice
Integrated technology solutions
Experienced chartered accountants
Services
Business Intelligence
Transforming financial data into actionable insights for strategic decision-making. Our chartered accountants help businesses identify growth opportunities and improve operational efficiency. We provide tailored dashboards and forecasting models to support data-driven business management.
Financial Planning
Comprehensive financial planning services covering investment strategies, retirement planning, and risk mitigation. Our certified planners create personalized roadmaps to achieve long-term financial goals. We specialize in intergenerational wealth transfer and SMSF solutions.
Tax Advisory
Expert tax planning and compliance services for individuals and businesses. We optimize tax positions while ensuring regulatory compliance. Our specialists handle complex tax scenarios including cross-border transactions and business restructures.
Audit Services
Independent audit and assurance services for corporate entities and not-for-profits. Our team provides rigorous financial scrutiny and risk assessment. We maintain strict compliance with auditing standards across regional and metropolitan clients.
Legal Solutions
Specialized legal services focusing on commercial transactions, estate planning, and business law. Accredited specialists advise on contracts, succession planning, and regulatory compliance. We support clients in navigating complex legal frameworks for business growth.
People
Phil Gream
Managing Partner, Business Services
With over 30 years in accounting, Phil leads our business advisory division. He specializes in strategic financial reporting and business process optimization. Phil graduated from the University of New England in 1988 and has been a partner since 1998.
Yoon Lee
Partner, Business Services
Yoon specializes in franchise sector advisory with 18 years' experience. He helps SMEs scale through strategic business advice. A qualified CA & CPA, Yoon leads our Brisbane office and focuses on growth-oriented financial solutions.
Jane Newsome
Partner, Business Services
Jane combines agricultural expertise with accounting services for rural businesses. With 20+ years at Roberts + Morrow, she advises on farm succession planning. She's a chartered accountant and authorized financial services representative.
Brad Schumacher
RMT Director
Brad leads our technology division with 25 years in IT solutions. He develops tailored systems for professional services firms. A UNE graduate, he founded RMT in 1999 and focuses on cybersecurity and business efficiency tools.
Alistair Galbraith
Partner, Superannuation
Alistair specializes in SMSF advisory with 20+ years' experience. He provides strategic superannuation solutions for individuals and businesses. An SMSF Association Specialist Advisor, he helps clients optimize retirement savings structures.
Questions
What accounting services does Roberts + Morrow offer?
We provide business accounting, tax compliance, audit services, SMSF administration, and financial reporting tailored to regional businesses.
Do you specialize in regional Australian businesses?
Yes, we focus on regional clients including primary producers, family farms, and rural SMEs across Queensland and New South Wales.
What financial planning options are available?
Our services include investment planning, retirement strategies, risk management, and intergenerational wealth transfer solutions.
How do you support business succession planning?
We help develop transition strategies for family businesses, including legal structuring, tax optimization, and continuity planning.
What technology solutions do you provide?
Through RMT, we offer cybersecurity, IT infrastructure, and business software solutions tailored to professional services firms.
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