Wealth insights

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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Top five requests for SMSFs & superannuation

10 March 2022
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.

Superannuation Contributions and Separation

15 February 2022
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.

Inheritance: Managing the Big Wealth shift

8 December 2021
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.

Nine ways to manage investment risk

8 December 2021
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
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
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.

Preparing for Retirement? Here’s 10 Top Tips

2 December 2021
Looking forward to an enjoyable retirement? Here are our top 10 tips to make sure you’re on track.

Sequencing: A Risk You Need To Understand

30 November 2021
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…

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

30 November 2021
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.

Diversification – The Only Free Lunch in Investing

23 November 2021
When it comes to portfolio construction no single asset class will consistently outperform all other assets all the time.

The financial effects of a “Grey Divorce”

22 November 2021
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.

An uncomfortable yet important conversation

17 November 2021
None of us likes to consider our own mortality.

The Foundations of Successful Investing

10 November 2021
Establishing a successful investment portfolio can be likened to building a home.

Index funds – what’s all the fuss about?

3 November 2021
As the name suggests, an index investment fund seeks to deliver a similar return, less fees, as its chosen index.

What your adviser means by “investment styles”

1 November 2021
Just when you thought investing was easy to understand - you put your money into shares, property, fixed interest, cash, etc. – your adviser starts talking about “investment styles”! In essence, what that means is the methodology that managers use when choosing the underlying investments in their funds.

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