RSM Australia is a member of RSM, the world’s 6th largest network of assurance, tax and consulting firms. In Australia we have over 1,900 staff in 32 offices.
As a leading global network, we share skills, insight and resources, as well as a client-centric approach that’s based on a deep understanding of your business. This is how we empower you to move forward with confidence. This is The Power of Being Understood.
Founded in 1999, Netwealth was established to provide astute investors and wealth professionals with a better way to invest, protect and manage their current and future wealth. As a business, Netwealth seeks to enable, educate and inspire Australians to see wealth differently and to discover a brighter future.
Netwealth offers a range of innovative portfolio administration, superannuation, retirement, investment and managed account solutions to investors and non-institutional intermediaries including financial advisers, private client and high net worth firms.
Netwealth's award-winning platform is currently rated Australia’s Number 1 Platform for overall functionality and overall satisfaction* providing wealth professionals with the technology required to efficiently manage and add value to their clients.
Netwealth Superannuation Services Pty Ltd (ABN 80 636 951 310), AFS Licence No. 528032, RSE Licence No. L0003483 is the trustee of the Netwealth Superannuation Master Fund. Netwealth Investments Limited is the operator and custodian of the Netwealth Wrap Service and the Russell Investments Portfolio Service, responsible entity and custodian of the Netwealth Managed Account and the Global Specialist Series managed funds, platform provider and administrator of the Netwealth Superannuation Master Fund and provides administration services to Challenger Annuities and XWrap (Netwealth’s non-custodial asset service).
**Our awards include: Rated by Investment Trends as number 1 in Overall Satisfaction by users for the ninth consecutive year (2014-2021) and rated number 1 by Investment Trends for Best Platform Overall in 2017-2019. Rated by ChantWest as best Advised Product of the Year for four consecutive years (2018-2021).
On 10 Dec 2021, IOOF Holdings Ltd was renamed to become Insignia Financial Ltd our new enterprise brand.While proud of our 175-year heritage as a friendly society, the time had come to have a corporate brand that reflects the organisation today, and the opportunities ahead. Our ambition is for Insignia Financial to be the symbol for financial wellbeing in Australia, making financial literacy, coaching, guidance, advice as well as products and services more accessible to more Australians.Our IOOF products and services will continue to exist and meet the needs of our clients alongside other brands within the group.
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