RSM Australia

Family wealth and private client

Entrusting RSM to provide your family wealth delivers a unique experience that meets your needs, expectations and preferences. From an independent and unbiased perspective, we provide a flexible and integrated family office service designed to meet your unique family wealth circumstances and vision. We take into account all of your needs, to instil confidence and a sense of comfort in managing your affairs.

As your trusted adviser we act as the central hub for the management of your tax, wealth transfer, risk management, lifestyle and family financial reporting needs, ensuring that decisions and professional relationships necessary to safeguard and grow your wealth are centrally managed and coordinated.

For us, it’s about establishing long-term relationships built on trust. Trust that you can rely on us to deliver the insights, services and resources to assist you to manage your affairs. We believe that when our clients trust that we fully understand what’s important to them and back it up with genuine counsel and support, they are more confident in the choices they make.

Every family office is unique and tailored entirely to fit your requirements. Family Office services can often include:

  • Accounting, income tax planning and compliance services
  • Expense management and financial reporting
  • Family payroll and employment activities
  • Estate and wealth transfer planning
  • Risk management and asset protection planning
  • Co-ordinating legal, investment & tax advice in administering your affairs
  • Philanthropy planning
  • Family education and governance
  • Investment monitoring and reporting

 

Entrusting RSM to provide your family wealth delivers a unique experience that meets your needs, expectations and preferences. And it’s how we measure the very real and tangible value you receive when working with us to provide that extra layer of comfort and security that is sometimes required.

RSM’s multidisciplinary Family Law Support team are experts in untangling the financial web in family law matters.

Case Study: Untangling the financial web

Understanding financial statements and their underlying supporting documents can feel like interpreting a foreign language, but they contain a wealth of important information for property settlements.
Queensland may offer you ex gratia relief from a land tax liability.

Queensland foreign owner land tax surcharge: Ex gratia relief guidelines

In last year’s State Budget, the Queensland Government unexpectedly announced an immediate 2% surcharge on the Queensland land tax liabilities of foreign companies and trustees of foreign trusts (collectively, “foreign owners”).
Ethical investing is part of a broader approach to ensuring a sustainable future for generations to come.

Ethical investing with a clear conscience can be very profitable

Global coverage and media attention on climate change has fallen 59% since January 2020, so does that mean climate change is 59% less of a problem? Obviously not...
SMSFs

Top 5 issues with SMSFs and Family Law

Superannuation and SMSFs are becoming increasingly complex, especially in a family law situation.
Land tax relief for landlords and tenants has just been released

Land tax relief for landlords and tenants

Land tax relief for landlords and tenants following the release of the Mandatory Code of Conduct The National Cabinet recently signed off on the Mandatory Code of Conduct (“the Code”) for commercial landlords and tenants, which included a set of “good faith leasing principles”. 

Agreed Value Income Protection policies will be banned by APRA

1 April Deadline – Agreed Value Income Protection policies will be banned by APRA! Following a recent review of the life insurance market, APRA have announced proposed changes to income protection policies.

What happens to property you may own in the event of your death?

You know the saying, there are two certainties in life: death and taxes and I'm going to be covering both of those. This article highlights what happens to property you may own or control on your death. 

Superannuation Legislation for High Income Earners

The Government has passed superannuation legislation for high income earners (with income exceeding $263,157 per annum) which allows employees with more than one job to choose not to have the 9.5% superannuation guarantee paid by all their employers.

Asset protection vs tax optimisation

In business, there are many risks that are simply out of your control. This thinkBIG report takes a closer look at one of the great conundrums for owners of small businesses - the balance between asset protection and tax optimisation.

New superannuation legislation – where do you stand?

Government releases more superannuation legislation