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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.

2021 Budget – what this means for business and employers

The 2021 budget delivers plenty of initiatives for our business owners and employers; immediate asset write off retained until 30 June 2023, carry back losses, Employee Share schemes, residency simplified, investment incentives for the digital..

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2021 Budget – what this means for your superannuation

The 2021 Federal Budget proposed some important changes to superannuation and retirement legislation. The budget has provided opportunities for older Australians to contribute more into superannuation through the removal of the work-test (up to age..

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2021 Budget – what this means for you and your family

The 2021 Budget will deliver a $500 million spend on myGov and MyHealth Record. On a more immediate front, there are no nasty tax surprises for our individual clients and wins for our young families and low and middle-income earners. It's also great..

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Will the ATO be targeting Professionals and Professional firms?

The ATO updated their guidance on Service entity arrangements in 2019 and now in 2021 have provided a broader risk matrix to determine which professional practices should be reviewed and/or audited. Should Professionals, such as doctors, dentists,..

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Superannuation changes from 1 July 2021

Changes from 1 July 2021 will impact how much money you can contribute to superannuation and how much you can have in your retirement phase superannuation account.

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A Financial Plan can improve your health and wellbeing

We often focus on the money-related benefits of financial planning. Putting together a road map for your finances can improve your money management skills and help you reach your goals like paying off debt or saving for retirement. It makes sense to..

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The Pandemic Productivity Gap

A recent article published in the Harvard Business Review by Bain & Co suggests that the pandemic has widened the productivity gap between top performing companies and others.

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Downsizing the family home in retirement - what you need to know

Did you know that older Aussies can put up to $300,000 into their super using the money from the sale of their main residence, regardless of caps and restrictions that otherwise apply.

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Introducing WLM's new Associate Director - Charley Tarchichi

Congratulations to Charley Tarchichi for his recent promotion to Associate Director.

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Where will investment markets go from here?

We have had a number of clients ask us about our thoughts on the current investment markets and how our investment style (Goals Based Investing or GBI) will perform over the next one to two years.

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