Dear Morrows Clients and Friends,
Welcome our August issue of Morrows Insight.
We hope you find this addition of Insight both interesting and informative.
Superannuation – What’s Your Plan? – Click here
Estate planning is often considered to be “just a Will”, but it actually comprises a lot more than just that one document. One aspect of a comprehensive estate plan that is often misunderstood is that of superannuation.
With so many individuals these days having so much money in super – and quite rightly so, advisors actively encourage high net worth clients to contribute money into super for strategic and tax planning – it is important to ensure that superannuation death benefit proceeds are appropriately controlled on death.
Client Spotlight – Ian and Simone Carson – Click here
Long term Morrow’s clients, Ian & Simone Carson founded SecondBite in 2005 when they could no longer watch good food go to waste while people went hungry. The charity rescues leftover fresh food from restaurants and supermarkets and then redistributes it to needy and disadvantaged people.
SMSF’s, Family Office & Estate Planning – Click here
Morrows recently held a professional training forum for Accountants and Wealth Managers that use Morrows Consulting Services.
Staff Profile: David Alcorn – Click here
David joined Morrows earlier in 2015 as Principal of Wealth.
David brings many years experience in his field and it is our pleasure to have him on board.
Small business concessions – Click here
As you would be aware, the small business CGT concessions can save your clients significant dollars.
Farewell Greg Levvey – Click here
On the 30th of June 2015, after 30 years of wonderful service to Morrows, Greg Levvey retired. Greg’s involvement was firstly as a senior accountant but soon led to his appointment as a partner. At that time, 1989, he joined Murray Wyatt and Terry Stanley as the firm’s Principals. This group, subsequently joined by Graeme Marks, Neil Yeoman, Laurel Moulynox and Wendy Dickson in 2001 and Alistair Hamblin in 2008, has lead Morrows as it has grown from some 10 staff to what it is today.