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In November 2019, a judgement was made in favour of the ATO by the Administrative Appeals Tribunal of Australia in the case of Reid and the Commissioner of Taxation. It reinforced the importance of ensuring that expense claims are substantiated..
We have been in a bull market since the GFC (2008). Because of this prolonged cycle of bullish prosperity, many investors have become complacent in their investment strategy as they expect the traditional asset market (shares) to continue to go..
On 12 December 2019, a law change means non-residents can no longer claim the Capital Gains Tax (CGT) main residence exemption unless, when a CGT event happens to their residential property in Australia, you were a foreign resident for tax..
It’s a brand new year – and whether or not you’ve made any resolutions this year, it’s definitely worth your while taking stock of your financial position to see where you stand.
Employees with multiple employers can now opt-out of the superannuation guarantee from all but one employer.
Employers are required to pay 9.5% superannuation guarantee for all eligible employees. But what happens if you are an employee with..
We're delighted to announce WLM Financial have recently introduced a brand new client portal. We're very excited by the functionality our portal will give WLM and our clients to exchange information more safely and securely than via email. The..
If you have a small property development project in mind, there are some essential factors to consider before purchasing that dream block. A range of taxes, duties and other unexpected costs can quickly add up.
The voices of individuals who have built businesses, who have lived through market crashes and recoveries, and who have the context of history to guide them into the future have never been as valuable.
The NSW government recently introduced a bill whereby virtually all discretionary trusts may be deemed to be foreign trusts, regardless of whether they have any foreign connection or not.
Our lives are increasingly busy and complicated. Your business, your job, your family and your health each require time and attention. But, finding time for everything is tough, and things get overlooked. One area often missed is planning for the..
