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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.

Tax warning on overseas income

Do you earn income overseas? A recent case highlights why you might pay more tax than you thought on foreign income.

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What would happen if…

Life does not always go to plan. While we logically know that, most of us don’t plan for the worst - it’s all a bit morbid and time consuming.

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Business tax planning for 2018-19

With the introduction of Single Touch Payroll (STP) for ALL employers, the importance of tax planning each quarter for all Directors will be imperative.

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When dividends are not enough: Where to invest for higher yield

Investing for total return, not just dividends, is the way forward for retirees.

It's a quandary every retiree faces: how to get a higher yield without taking on too much risk. Interest rates are in the doldrums and unlikely to budge any time soon..

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What money habits lead to success? - how to save money

What are the traits, behaviours and attitudes that lead to success?

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Superannuation changes: What you need to know

Get ready, there are changes coming to superannuation on 1 July that’s likely to affect three million Aussies – are you one of them?

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How to prepare for a tax office visit

The Tax Office is actively targeting geographic areas for special visits as part of a nationwide crackdown on the black economy.

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Single Touch Payroll from 1 July 2019

With the introduction of Single Touch Payroll (STP) for ALL employers, the importance of tax planning each quarter for all Directors will be imperative.

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Management reporting guides new strategies at not-for-profit

The directors of an established not-for-profit organisation came to WLM Financial concerned that they weren’t getting coherent reports and information, and as a result couldn’t make strategic decisions. 

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Medical practice back on track after being stung by payroll tax audit

A general medical practice needed us to review their contractual arrangements following a laborious payroll tax audit. Unfortunately, the NSW Office of State Revenue (OSR) had earlier determined that all doctors working on a service fee arrangement..

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