Wealth insights

Wealth Insights

Personal wealth management and creation. Learn about the latest opportunities and challenges in superannuation and wealth management.

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What You Need to know about the Changes to Superannuation from 1st July 2022

1 July 2022

Grace Bacon

Increased Super Contributions for all Employees

What You Need to know about the Changes to Superannuation from 1st July 2022

Insurance for health professionals: 5 dos and don'ts

14 June 2022

Anthony Riding

As a doctor, pharmacist, dentist, or allied health professional, your days are spent caring about the health and wellbeing of others.

Insurance for health professionals: 5 dos and don’ts

Top five requests for SMSFs & superannuation

10 March 2022

Katie Timms

In the lead-up to the 2022-23 Federal Budget, RSM’s National Director of Superannuation and SMSF services, Katie Timms, shares her wishlist for SMSFs and superannuation.

A wishlist for SMSFs & superannuation in the 2022-23 Federal Budget

Superannuation Contributions and Separation

15 February 2022

Sam Hughes

Superannuation could be an important vehicle for couples who have been through a financial separation. Despite frequent changes to its governing rules, superannuation remains, for most people, a tax-effective environment in which to save for retirement.

Superannuation Contributions and Separation

Inheritance: Managing the Big Wealth shift

8 December 2021

Rod Edwards

More than $3.5 trillion dollars of inherited funds are expected to change hands within Australia during the next 20 years, with Australians enjoying one of the highest inheritance payout rates anywhere in the world.

Managing the Big Wealth shift of inheritance

Nine ways to manage investment risk

8 December 2021

Sean Walsh

There is hardly anything in life that doesn’t involve taking some risk – even getting out of bed in the morning! In the majority of investment structures, risk and return are related.

What can a good adviser do for me?

7 December 2021

Dean Cooper

When I ask some people what my role as a financial adviser is, often the reply I receive is “you invest client’s funds in the share market”. In reality, this is only partly true.

There’s more to financial planning than just investment

7 December 2021

Olivia Hughes

Financial planners are often the first port of call for people seeking advice on investing a lump sum of money. However, in terms of how an adviser adds value to a client’s circumstances, this is usually just the tip of the investment iceberg.

There’s more to financial planning than just investment

Preparing for Retirement? Here’s 10 Top Tips

2 December 2021

Scott McAlees

Looking forward to an enjoyable retirement? Here are our top 10 tips to make sure you’re on track.

Preparing for Retirement? Here’s 10 Top Tips

Sequencing: A Risk You Need To Understand

30 November 2021

Simon Robinson

As financial advisers, we talk to our clients a lot about risk, one key risk for a long-term financial plan is sequencing risk. But what is sequencing risk? Let’s start with an example…

Sequencing: A Risk You Need To Understand

The effect of the ‘market index’ on your investment portfolio

30 November 2021

David McArthur

Investors who pay attention to the finance segment of the daily news may be aware that in late July 2019 the Australian All Ordinaries Index finally returned to the height it enjoyed before the Global Financial Crisis (GFC), but in the ensuing two weeks it experienced some volatility, losing around 1.7% of its value.

The effect of the ‘market index’ on your investment portfolio

Diversification – The Only Free Lunch in Investing

23 November 2021

Owen Faulkner

When it comes to portfolio construction no single asset class will consistently outperform all other assets all the time.

Diversification – The Only Free Lunch in Investing

The financial effects of a “Grey Divorce”

22 November 2021

Sam Hughes

Divorce among people over 50’s (commonly referred to as a “Grey Divorce”) is on the rise in Australia. Currently, 27% of divorce applications are for couples who have been married for 20 years or longer.