News, views and more

More than a blog, this page is where we release our latest market insights, case studies and other timely content. Check back often.

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,..

Read more

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.

Read more

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..

Read more

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.

Read more

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.

Read more

Introducing WLM's new Associate Director - Charley Tarchichi

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

Read more

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.

Read more

The final stage of JobKeeper and how to access it

The impact of COVID-19 has been felt very differently from region to region. Fortunes vary wildly between business operators subject to ongoing lockdowns and trading impediments to those benefiting from the “new normal”.

Read more

New insolvency reforms to support small business

The government has made changes to our Insolvency Framework to help more small businesses restructure and survive the economic impact of COVID-19.

Read more

How to avoid running out of money - Retirement planning strategies

Retirement has changed. We are not only living longer; we are also healthier and more active than ever before. This has all kinds of implications for our retirement and the amount of money we need to sustain our lifestyles. The statistics paint a..

Read more