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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.

Coronavirus COVID-19 is here. What does it mean for investors?

The Coronavirus COVID-19 is of obvious concern to investors. Just what will it mean? At times like this, opinions abound. Commentary is ranging from:

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How to overcome business partner conflict over equitable profit sharing

Business partner conflicts are commonplace. The critical thing is how they are managed to a satisfactory resolution.

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The ATO is on the lookout for ‘lifestyle’ assets

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.

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Increased scrutiny by the ATO to substantiate expense claims

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..

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Many investors are guilty of committing these 3 investment mistakes

We have been in a bull market since the GFC (2008). Because of this prolonged cycle of bullish prosperity, many investors have become complacent in their investment strategy as they expect the traditional asset market (shares) to continue to go up...

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Main residence exemption abolished for non-residents and other tax issues to be aware of when moving overseas

On 12 December 2019, a law change means non-residents can no longer claim the Capital Gains Tax (CGT) main residence exemption unless, when a CGT event happens to their residential property in Australia, you were a foreign resident for tax purposes..

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Super guarantee opt-out for employees with multiple employers

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..

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WLM Launches new client portal

We're delighted to announce WLM Financial have recently introduced a brand new client portal. We're very excited by the functionality our portal will give WLM and our clients to exchange information more safely and securely than via email. The basic..

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Thinking of developing a property? Unexpected costs & how to avoid them

If you have a small property development project in mind, there are some essential factors to consider before purchasing that dream block. A range of taxes, duties and other unexpected costs can quickly add up.

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[Part 1] Voices of experience: Advice legends tell their stories

The voices of individuals who have built businesses, who have lived through market crashes and recoveries, and who have the context of history to guide them into the future have never been as valuable.

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