Amanda Rogers
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When you first start a business, often the only person prepared to lend to you is yourself. It is, therefore tempting to loan money from the business to fund your personal expenses. Any loan from a private company to a shareholder of that company,..
Business partner conflicts are commonplace. The critical thing is how they are managed to a satisfactory resolution.
The ATO is data matching with information from 30 insurers to support the profiling of selected taxpayers. They are targeting lifestyle assets that have not been disclosed in tax returns over the last five years.
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 and..
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..
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..
Do you earn income overseas? A recent case highlights why you might pay more tax than you thought on foreign income.
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..
With the introduction of Single Touch Payroll (STP) for ALL employers, the importance of tax planning each quarter for all Directors will be imperative.
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.
