FINANCIAL advice across the New England and North West is being offered by Forsyths Financial Services.
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"We have offices in Armidale, Coonabarabran, Gunnedah, Inverell and Tamworth," Forsyths financial adviser and principal Craig Benham said.
Forsyths provides a range of financial advisery services including superannuation planning, wealth protection, portfolio management and succession planning.
"Retirement planning and managing capital longevity in retirement are key areas of interest for retirees at the moment, particularly with proposed changes to taxation such as franking credit refunds, capital gains tax and negative gearing," Mr Benham said.
"This year brings a more challenging investment outlook as well as the potential for interest rate cuts.
"For retirees and investors these changing times may result in a need to review and tweak investment strategies.
"May and June are key months for tax planning. This is the time for small business and individuals to make decisions around matters such as deductible superannuation contributions, managing interest expenses and farm management deposits.
"It can also be a good time to renew your overall finances, finalise the financial year and lay plans for the year ahead."
The team at Roberts & Morrow are offering assistance to those affected by drought.
"We help them understand the assistance available to them, fill out the forms and apply for relevant funding," Tamworth partner Matthew McCulloch said.
"Many of our partners are farmers themselves and therefore we fully understand the implications of the drought and ongoing problems related to this.
"We want to help those in need, often the application processes can be overwhelming and people affected don't necessarily have the time to complete all the necessary steps, this is where we can help."
Roberts & Morrow have been in business for more than 60 years.
What started as a smaller firm started by Jack Morrow and Don Roberts, has built over the years into a full service accountancy firm with six specialist divisions and locations in Tamworth, Armidale, Narrabri and Glen Innes.
"We employ more than 120 staff and have 15 partners leading the business," Mr McCulloch said.
Main services provided are:
- Accounting and business advisory
- Audit and advisory
- Superannuation
- Financial planning
- Tax and estate planning with an in-house tax lawyer
- Information and technology services
Roberts & Morrow is looking for talented and motivated people to join the team in the business and accounting space.
For more information, phone 6768 1111.