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

Banking Royal Commission: next steps for financial industry

The interim report from the Banking Royal Commission (BRC) into misconduct in the banking, superannuation and financial services industry has some hard lessons for those in the financial services industry, including accountants and financial advisors.
28 November 2018
Jenny Johanson

Reducing financial pressures in the face of critical illness

We are taught from a very young age to plan for success, yet no one teaches us to plan for failure or the unexpected. Nowadays it is even worse, we don’t even let our kids fail, they all get a medal in the school carnival.
13 November 2018
Robert Zammit

The Banking Royal Commission (BRC) - What is it about?

The Banking Royal Commission (BRC) is a twelve-month $75 million enquiry into the banks and the broader financial services industry. The BRC is investigating the conduct of banks, insurers, financial service providers and superannuation funds (not including self-managed superannuation funds).
9 October 2018

Where did things go wrong?

Outcomes thus far reflect instances of failures of leadership, governance and accountability, as well as complacency about governance and culture, and a lack of management non-financial risks.
8 October 2018

Lessons for all organisations from the Banking Royal Commission

There are many lessons to learn, arising from the Banking Royal Commission, particularly as it pertains to transparency, efficiency and a focus on culture.  How can we be sure that we are pursuing best practices and responsible conduct with our own customers, staff, colleagues and other stakeholders? 
8 October 2018

RSM finalists in ifa Excellence Awards 2018

25 July 2018
RSM finalists in ifa Excellence Awards 2018

Seven ways to kick-start your retirement planning

As another financial year ticks over, it’s a timely reminder that time stands still for no one, especially if your eyes are on the retirement prize and yet you’re wondering, “how am I going to get there?”
28 June 2018
Simon Robinson

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

Pages