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.

The key influences of 2024

Uncertainty has reigned over the last few years, but can we expect more consistency as we head into 2024? We explore some of the key issues and influences.

Read more

2024 - Portfolio diversification is key

The ‘Santa Claus Rally’ arrived for global share markets as the long-awaited pivot in monetary policy from the US Federal Reserve arrived at its December meeting. Although the Fed kept the federal funds rate target on hold, it flagged the current..

Read more

2023 year end CEO message

As we approach the end of another eventful year, I wanted to take a moment on behalf of WLM Financial to express our gratitude for your continued trust and partnership. It has been a year marked by both challenges and opportunities, and we are..

Read more

Tips for reducing FBT on meal entertainment

FBT for small business is probably the most cumbersome area of tax law. The reason for this is that it requires record keeping above and beyond the numbers reported in the accounting system and relies on staff keeping detailed records every time..

Read more

Workers owed $3.6bn in super guarantee

Workers are owed over $3.6 billion in superannuation guarantee according to the latest Australian Taxation Office estimates – a figure the Government and the regulators are looking to dramatically change.

Read more

Case Study: Overcoming ‘analysis paralysis’ with financial forecasting

Sometimes the first step in being able to plan for the future is to be able to make a big decision about something in life. However, what happens if there is a stumbling block keeping you awake at night that you just can’t seem to move past?

Read more

$20k deduction for ‘electrifying’ your business

Electricity is the new black. Gas and other fossil fuels are out. A new, limited incentive nudges business towards energy efficiency. We show you how to maximise the deduction!

Read more

The ‘Airbnb’ Tax

Property investors who choose to utilise their property for short-term stays (or leave it vacant) are firmly in the sights of the regulators.

Read more

Case Study: An Early Inheritance Strategy

As part of WLM's financial planning philosophy, we sit with clients and tailor our advice to their individual goals. Part of this process is to work out their cashflow needs to live comfortably in retirement and how much they need as an asset base..

Read more

The Billion Dollar TikTok Tax Scandal

$1.7 billion paid out in fraudulent refunds, another $2.7bn in fraudulent claims stopped, around 56,000 alleged perpetrators and over 100 arrests to date. How did the TikTok tax scandal get out of control?

"Everyone else got refunds, it's OK, it's..

Read more
1 ... 2 3 4 5 6 ... 23