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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.

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..

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The challenges of the hospitality sector and how WLM can help

As well as the medical sector and insurance, WLM Financial has particular experience in food and hospitality. This sector is marked by having more invoices than any other, and a challenging rostering system whereby multiple staff could be working..

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The serious complexities of setting up an overseas-based insurance firm

For insurance companies setting up in Australia, engaging one of the big four accounting firms might seem the logical solution to setting up a back office: for payroll, invoicing, GST, BAS, stamp duty and much other reporting. Insurance firms..

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How a Sydney medical practice flourished after doing the numbers

We have much expertise working with health and medical practitioners, one being a successful physiotherapy practice in Sydney’s eastern suburbs. The owners were keen to expand and had the opportunity to lease a second premises next door. First,..

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"First holiday in years” – Digitising a family business delivers lifestyle windfall

We were initially engaged as business accountants for our client’s family business, a successful long-term retailer with several established revenue streams. But after analysing their business, we saw that their numbers weren’t the issue – the..

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