News, views and more

More than a blog, this page is where we release our latest market insights, case studies and other timely content. Check back often.

Big-picture financial planning to protect a family’s future

Goals-based financial planning is a signature of our service at WLM, because it involves much more than the numbers – it also explores measures that provide security and protection against unexpected life events. Sadly, and too often, we hear of..

Read more

Tax warning on overseas income

Do you earn income overseas? A recent case highlights why you might pay more tax than you thought on foreign income.

Read more

What would happen if…

Life does not always go to plan. While we logically know that, most of us don’t plan for the worst - it’s all a bit morbid and time consuming.

Read more

Business tax planning for 2018-19

With the introduction of Single Touch Payroll (STP) for ALL employers, the importance of tax planning each quarter for all Directors will be imperative.

Read more

When dividends are not enough: Where to invest for higher yield

Investing for total return, not just dividends, is the way forward for retirees.

It's a quandary every retiree faces: how to get a higher yield without taking on too much risk. Interest rates are in the doldrums and unlikely to budge any time..

Read more

What money habits lead to success?

What are the traits, behaviours and attitudes that lead to success?

Read more

Super changes: What you need to know

Get ready, there are changes coming to superannuation on 1 July that’s likely to affect three million Aussies – are you one of them?

Read more

How to prepare for a tax office visit

The Tax Office is actively targeting geographic areas for special visits as part of a nationwide crackdown on the black economy.

Read more

Single Touch Payroll from 1 July 2019

With the introduction of Single Touch Payroll (STP) for ALL employers, the importance of tax planning each quarter for all Directors will be imperative.

Read more

Management reporting guides new strategies at not-for-profit organisation

The directors of an established not-for-profit organisation came to WLM Financial concerned that they weren’t getting coherent reports and information, and as a result couldn’t make strategic decisions. 

Read more
1 2