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

Can my SMSF invest in property development?

Australians love property and the lure of a 15% preferential tax rate on income during the accumulation phase, and potentially no tax during retirement, is a strong incentive for many SMSF trustees to dream of large returns from property..

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Stage 3 personal income tax cuts redesigned

The personal income tax cuts legislated to commence on 1 July 2024 will be realigned and redistributed under a proposal released by the Federal Government.

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10 key tips for business structuring

Many professionals and businesses look to save tax and minimise risk by setting up companies and family trusts.

Generally, the more complex your structure, the more tax you may save but there are pitfalls in creating overly complex structures.


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The key influences of 2024

Uncertainty has reigned over the last few years, but can we expect more consistency as we head into 2024? We explore some of the key issues and influences.

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2024 - Portfolio diversification is key

The ‘Santa Claus Rally’ arrived for global share markets as the long-awaited pivot in monetary policy from the US Federal Reserve arrived at its December meeting. Although the Fed kept the federal funds rate target on hold, it flagged the current..

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2023 year end CEO message

As we approach the end of another eventful year, I wanted to take a moment on behalf of WLM Financial to express our gratitude for your continued trust and partnership. It has been a year marked by both challenges and opportunities, and we are..

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Tips for reducing FBT on meal entertainment

FBT for small business is probably the most cumbersome area of tax law. The reason for this is that it requires record keeping above and beyond the numbers reported in the accounting system and relies on staff keeping detailed records every time..

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Workers owed $3.6bn in super guarantee

Workers are owed over $3.6 billion in superannuation guarantee according to the latest Australian Taxation Office estimates – a figure the Government and the regulators are looking to dramatically change.

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Case Study: Overcoming ‘analysis paralysis’ with financial forecasting

Sometimes the first step in being able to plan for the future is to be able to make a big decision about something in life. However, what happens if there is a stumbling block keeping you awake at night that you just can’t seem to move past?

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$20k deduction for ‘electrifying’ your business

Electricity is the new black. Gas and other fossil fuels are out. A new, limited incentive nudges business towards energy efficiency. We show you how to maximise the deduction!

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