Life can get extremely busy for people who work in the healthcare sector.

As a doctor, nurse, dentist, physiotherapist, vet or any other health professional, finding the time to take care of your own needs is never easy.

KEY CONTACTS

 

  

 
Anthony Riding
Financial Services

T: +61 3 5330 5800
[email protected]

 

What we offer

Every day financial support
Whether you’re employed in the public health system or manage your own successful healthcare practice, you can rely on RSM to take care of your everyday financial needs.

Our goal is to keep your finances on track and make sure your obligations are met, so you have confidence in your financial position no matter what the future brings.

 

Wealth accumulation
Wealth accumulation applies to every area of your life, including:

effective budgeting
debt repayment
asset protection
strategic investing
insurances in the event of injury, illness or death (including income protection, business expense insurance, and buy sell agreements)
RSM’s specialist financial services team has experts in each of these areas, and can help you make informed decisions that align with your personal situation and goals.

We can also assist with philanthropy, and support you in establishing and maintaining a tax effective strategy with maximum impact.

 

Superannuation
Make your money work harder with practical investment strategies and advice on how to maximise your superannuation benefits.

While the debt may seem insurmountable, it’s important not to ignore it as this often leads to a more dire situation. Instead, take a proactive approach to your personal or corporate tax issues, with support from our team who can assist you by:

Our team will work with you to understand what you want to achieve – be it early retirement or simply a comfortable lifestyle in your golden years – so we can design a strategy tailored to you. Ask how we can help:

establish a preferred risk profile to ensure your benefits are tailored to your risk tolerance and investment time frame
select a superfund
consolidate your superannuation
develop tax effective investment strategies for superannuation
We can also connect you with our self-managed superfund team if you need support to manage your SMSF investments and compliance obligations.

Retirement planning
Get strategies and advice on how to structure your assets to meet your income needs approaching and throughout retirement.We can assist in these areas:

establishing tax effective income streams to meet retirement needs
projections to determine if accumulated assets will meet income needs through to life expectancy
consideration of any potential Centrelink entitlements throughout retirement
assistance regarding aged care factors (if it applies)

A full suite of financial services

You can rely on RSM to support your organisation with a range of debt management and restructuring services, backed by our strong reputation and 100-year history.

With 32 offices across Australia, our teams operate in metro and regional areas – partnering with big brand names through to small, rural community healthcare organisations to deliver onsite and remote support.

 

 

 
 

RSM Health Support

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With our finger constantly on the pulse of what’s happening within healthcare, we’re able to offer timely and relevant support that provides assurance in an ever-changing regulatory environment.

What can we assist you with?