RSM Australia

Wealth Management

We understand that a variety of factors come into play when it comes to realising your personal wealth objectives. Regardless of the stage of your life, you need advice that is sound, practical and relevant to your personal circumstances at that point in time. Our financial planning consultants plan and manage the affairs of thousands of Australians including individuals, SMEs and large institutions. We are passionate about working closely with you so we can understand your goals and aspirations. This deep understanding allows us to anticipate changes in financial demands and take advantage of new opportunities with a financial pathway constantly tailored to your needs.

5 tips to reduce your mortgage debt

30 years is a long time to have a mortgage. It's over half a person's working life. How can you snip years off it? Watch this video for some helpful hints around debt management you can implement today.

How the upcoming superannuation changes will impact you

Superannuation changes, which take effect on 1 July could have a massive impact on workers, particularly the wealthy, and many may end up paying more tax. The news is not all bad for Australians, and there are some opportunities to make smart financial decisions now that will put you in the driver's seat for your retirement.

‘Soldiers of misfortune’ and their post-war battles

Instead of ticker tape parades, too many service veterans are returning home to a life of poverty, broken marriage, welfare dependency, homelessness and potential bankruptcy, says Rod Edwards director at RSM Financial Services Australia (RSM).

Choosing a Corporate or Individual Trustee

When establishing an SMSF the members have a critical decision to make. Do they set it up as individual trustees or as a company appointed as a corporate trustee, with the members being directors of the company? We explore what to remember when making this decision.

Are you SuperStream compliant?

The SuperStream standard is part of the government’s Super Reform package.  It will provide a consistent, reliable electronic method of transacting linked data and payments for superannuation.

Superannuation is not an investment

“I don’t like super!” – Dave (not his real name)

Pages