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.

Debt management
Personal risk
Retirement planning
Self-Managed Superannuation
Wealth accumulation

Key contact

Rod Edwards
National Head of Financial Services

T: +61 8 9261 9100
rod.edwards@rsm.com.au

Farm Succession - How to Generate Income When Retiring From Your Farm

One question I am often asked by my farming clients when considering farm succession is...
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RSM Finalists in ifa Excellence Awards

RSM are proud to announce that we have been selected as finalists in the 2017 ifa Excellence Awards. RSM Financial Services are in the running to take one of Australia’s top industry awards, Best Client Servicing of the Year, in the Company category.
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Downsizer contributions

The 2017 federal budget was a quiet one for superannuation with no substantial reforms or tinkering with the system. One reform announced was the ability for amounts to be contributed to superannuation over and above the current limits where individuals are downsizing their primary residence. 
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Superannuation contribution opportunities and traps

The first issue to be aware of is the reduction in super contribution limits that start from 1 July 2017.
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Choosing capital gains tax relief

A key component of the Fairer Super reforms is the ability for superannuation funds impacted by the reforms to revalue their assets to their current market value for taxation purposes.
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Transfer balance cap reporting

The introduction of the $1.6m cap on pension accounts will result in additional reporting requirements to the ATO by SMSF trustees.  All SMSF’s that are paying retirement pensions to their members will be required to report these to the ATO, even if the total balance of the members pension is less than $1.6m.
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Self Employed - Boost Your GESB Super with PAYG from the WA State Government

If you are a former employee of the WA State Government and now earn your living through your own business, you’ve probably been enjoying some of the pay-offs of the contributions rules afforded to you as a result of being a member of the GESB West State Super Fund.
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Impending Superannuation Changes

On the eve of the new financial year let’s take a look back on some of the key Superannuation Changes that will begin to affect people from 1st of July 2017. In some cases, you’ll need to take action well before then.
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Aged Pension | Tip #3: Centrelink Benefits of Prepaying Your Funeral

More than 430,000 Australians have suffered a partial or total loss to their Centrelink Aged Pension due to the changes to the Asset Test that took place in January 2017. You may be now wondering what options you have to legitimately change your circumstances to get back some or all of the loss of your fortnightly Aged Pension.
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5 superannuation tips to check before June 30

With 30 June fast approaching now is the time for you to take action on the superannuation reforms and other general end of financial year issues with these five superannuation tips.   Are you ready?
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