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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.

Amanda Rogers

Amanda Rogers

Recent Posts

Super guarantee opt-out for employees with multiple employers

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..

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Super Guarantee Amnesty Resurrected

The Government has resurrected the Superannuation Guarantee (SG) amnesty giving employers that have fallen behind with their SG obligations the ability to “self-correct.” This time however, the incentive of the amnesty is strengthened by harsh..

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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.

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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 soon..

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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.

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Management reporting guides new strategies at not-for-profit

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. 

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Medical practice back on track after being stung by payroll tax audit

A general medical practice needed us to review their contractual arrangements following a laborious payroll tax audit. Unfortunately, the NSW Office of State Revenue (OSR) had earlier determined that all doctors working on a service fee arrangement..

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"First holiday in years” – Digitising a family business delivers lifestyle windfall

In this case study we explore how implementing the right systems to streamline and automate their manual processes created much needed capacity for these family business owners, allowing them to take a well earned holiday!

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Over the line: Rectifying a complex property transaction

Our client, a successful business owner, had purchased a property to knock down and redevelop as a new family home, intending to sell the current family home once the development was complete. She contacted us to arrange the finance, as we’d..

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The right strategy for the right phase at an engineering start-up

When a business starts up, cash is king. A good accountant can provide invaluable advice on how to maximise cashflow in the early years while saving for the looming taxes.  

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