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

Aged pension – simple strategies that could increase your income – tip #1

As of 1 January 2017 more than 430,000 Australians lost, or suffered a substantial cut to, their Aged Pension Benefit from Centrelink as a result of the change to the Age Pension Asset Test. If you are one of these people who have seen their fortnightly income drop as a result of these changes, you may be asking…
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Last chance for self-employed to maximise super contributions to GESB

If you’re a doctor, engineer or teacher who has previously worked for the West Australian State Government, you may be aware of the changes to superannuation that will significantly impact one of the best retirement strategies available to you since John Howard’s $1m boom.
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Concerned about super changes and wonder if you can still retire early?

With all the changes to superannuation and Centrelink that have taken place it’s understandable that Australians are concerned about being able to access their retirement nest egg when they want to. Recently I read the following question in a financial publication that really intrigued me:
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Market Update with William Keenan from Lonsec

Identifying new opportunities in 2017 Whether you are a beginner, learning the basics of investing in the stock market or a long-term stockholder,  investing in financial markets can be worthwhile, but are often hard to predict, especially in our current financial climate.
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5 tips to reduce your mortgage debt

30 years is a long time to have a mortgage. It's over half a person's working life. How can you snip years off it? Watch this video for some helpful hints around debt management you can implement today.  
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How the upcoming superannuation changes will impact you

Superannuation changes, which take effect on 1 July could have a massive impact on workers, particularly the wealthy, and many may end up paying more tax. The news is not all bad for Australians, and there are some opportunities to make smart financial decisions now that will put you in the driver's seat for your retirement.
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‘Soldiers of misfortune’ and their post-war battles

Instead of ticker tape parades, too many service veterans are returning home to a life of poverty, broken marriage, welfare dependency, homelessness and potential bankruptcy, says Rod Edwards director at RSM Financial Services Australia (RSM).
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Choosing a Corporate or Individual Trustee

When establishing an SMSF the members have a critical decision to make. Do they set it up as individual trustees or as a company appointed as a corporate trustee, with the members being directors of the company? We explore what to remember when making this decision.
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Are you SuperStream compliant?

The SuperStream standard is part of the government’s Super Reform package.  It will provide a consistent, reliable electronic method of transacting linked data and payments for superannuation.
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2016 Self-managed superannuation fund audit requirements

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