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.

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.

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.

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?

Last Chance to Sell Down Chunky Investments for Retirement Using GESB West State

Do the latest changes to Super present the last opportunity for former WA State Government employees, to capitalise on their West State Super before retiring? We have been working with numerous self-employed people, including former employees of the WA State Government, to help them maximise the Super Fund balances for retirement.

How much money do I need to start a self-managed super fund (SMSF)?

  The decision to take control of your superannuation is not a simple one, with many factors to take into account, such as the minimum balance required.

Aged Pension | Tip #2: Could Gifting improve your Centrelink Aged Pension?

In January 2017 changes to the Centrelink Aged Pension Asset Test caused more than 430,000 Australians to lose or suffer a reduction in the Aged Pension.

GESB West State Super - actions for self-employed members

Are you a self-employed GESB West State Super member? You may be entitled to unique benefits, but act now before they disappear after the 30 June deadline.

GESB West State Super - what changes are coming?

Super Changes affecting GESB West State members are coming from 1 July 2017. Find out from one of RSM's GESB superannuation specialists what to do before the 30 June deadline.

How to crystallise your tax free benefits in GESB West State before it’s too late!

It’s been argued that superannuation could be considered to be your number one investment asset heading into retirement. After your residential home, which for most is a lifestyle asset rather than investment, we are all looking towards superannuation savings or Centrelink to fund our retirement.

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