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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.

Dan McGrath

Dan McGrath

Recent Posts

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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Year end CEO message

2022 has been another big year at WLM. It started with Covid still causing concern, resulting in the continuance of remote working and remote meetings. As the year progressed, things returned closer to normal, along with increased face-to-face..

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Federal Budget Summary - What it means for business

Here is a summary of the key takeaways from a tax perspective of the 2020 Federal Budget announcement and what this means for businesses.

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Stay on top of your finances and make smarter decisions with WLM's wealth portal

WLM Financial have been excited to roll out a brand new client portal this year. It's just one of the exciting and innovative solutions we provide our clients using cutting edge technology and it has some extraordinary features.

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Forecasting during a pandemic

Now, more than ever, business operators should have a plan in place to manage during uncertain times. Even if your business is not directly impacted, it’s likely your customers, your supply chain, and your workforce will be to some extent.

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JobKeeper 2.0 updates

From 28 September 2020, the second tranche of the JobKeeper scheme changes the eligibility tests for employers and employees, and the method and amount paid to eligible employees.

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Updates to JobKeeper 2.0

Following on from our JobKeeper 2.0 blog on 30 July 2020, on 7 August 2020, the Treasurer announced further changes to increase access to the scheme during the proposed extension period (i.e. 28 September 2020 to 28 March 2021), driven by the recent..

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JobKeeper 2.0

The second tranche of the JobKeeper scheme changes the eligibility test for employers and the method and amount paid to employees.

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NSW small business cash grants

In these trying times, the NSW government is supporting small businesses in NSW with a couple of targeted grants, such as:

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