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As we come to the end of the 2023 financial year, I hope you have all had a successful year. It is never too early to look at the year ahead and set financial goals. When setting your financial goals, it’s important to make them “SMART”: Specific,..
The most recent update from Dr Jerome Lander is a compelling watch. Investment markets have started the year strong. However, Dr Lander points out, we still face several domestic and overseas challenges. Are markets not factoring in the high risk of..
Now's the time to review what strategies you can use to minimise your tax before 30 June 2023.
FIRE… Financial Independence, Retire Early. Sounds nice, doesn’t it?
The Future Fund and a swathe of leading global investors are now lining up to advocate a new approach to investing suited to the prevailing and prospective conditions.
2022 has been a challenging year for investors.
Low interest rates have been a mainstay since the global financial crisis of 2008. When the pandemic hit, Governments pushed stimulus measures through the economy and central banks reduced interest rates even further.
The value of cryptocurrency assets inside Australian self managed superannuation funds (SMSFs) increased by 589.9% ($1.17bn) between June 2019 and June 2022, according to the latest ATO statistics.
Clients with self-managed superannuation funds (SMSF) often ask what assets the SMSF can acquire. The golden rule for acquiring assets inside your SMSF is to ask why?
WLM is pleased to announce some upgrades to the Client Portal we use to request information. In light of the new and improved functionality, you need to be aware of some changes to existing processes.
