RSM Australia

Wealth Management

We understand that a variety of factors come into play when it comes to realising your personal wealth objectives.Wealth Management

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. 

RSM 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

A super recontribution could optimise inheritance for your kids

Aside from your home, the most valuable asset you are likely to own, and potentially be able to pass on to your next generation, is your superannuation. The challenge is that once your kids leave home, their financial dependence on you, at least according to the law, pretty much ends.
20 June 2018
Dean Cooper

Super members and trustees - are you ready for 30 June 2018?

With the new financial year almost upon us, are you ready for it?  Self-managed superannuation fund (SMSF) trustees have some critical reporting dates coming up. The first of these occurs on 30 June 2018 and thereafter quarterly reporting kicks in. 
14 June 2018
Katie Timms

Consolidating super - don't blow up your insurance!

There’s growing concern around the fees associated with managing super, with many failing to see the wood from the trees when it comes to the difference between fund management fees and insurance premiums.
1 June 2018
Nathan Walker

De facto relationships and your super

It’s a fact that many people are living in longer-term de facto relationships than in the past. Longer engagements, second marriages and older couples forming relationships in their golden years are all contributing to this trend.
17 May 2018
Daniel Purslowe

Avoiding a Will dispute

One of the most difficult issues facing parents is how to treat their non-farming children fairly, whilst at the same time leaving the valuable farm to the farming child or children. 
15 May 2018
Bill Beard

Why young Australians need to engage with super earlier

It’s common that many young Australians consider super and retirement as something they will deal with when they get older, with some delaying their interest and engagement for their ’50 something-year-old’ self to deal with.
10 May 2018
Kristina Madden

An illness to your partner could also cost you a career

The personal financial demands on you and other Australians are not getting any easier. With continued record growth in the property market alone, Australians are having to live with the maintenance of some of the highest levels of household debt in the world.
3 May 2018
Barrie Smith

Investment and broader financial planning implications

thinkBIG 2018 Superannuation whitepaper: discussing the real impact of the overhaul to the superannuation system - what now?
28 March 2018
Evan Tsipas

Are your parents your insurance policy?

Many Australians cringe at the thought of insurances, let alone considering what the actual personal risk is that the insurance covers. Who really wants to think about the impact an accident, illness or, worse, death is going to have on you and your family?
7 March 2018
Scott McAlees

The Gift of Insurance

While many people intend to leave assets to their kids when they pass on, there is an increasing trend for parents to assist their adult children whilst they are still alive. An example of an early inheritance can be in the form of a deposit to assist with the purchase of real estate.
7 March 2018
Nathan Walker

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