--- title: WLM Blog | Case Studies description: Case Studies | More than a blog, this page is where we release our latest market insights, case studies and other timely content. Check back often.   image: https://insights.wlm.com.au/hubfs/WLM%20Accounting%20Blog.jpg --- [![WLM_Logo_RGB_Orn50](https://insights.wlm.com.au/hs-fs/hubfs/WLM_Logo_RGB_Orn50.png?width=521&height=169&name=WLM_Logo_RGB_Orn50.png "WLM_Logo_RGB_Orn50")](http://wlm.com.au/) - [About](https://www.wlm.com.au/about/) - [Services](https://www.wlm.com.au/services/) - [Tax & Compliance](https://www.wlm.com.au/services/tax-and-compliance/) - [Strategy & Advice](https://www.wlm.com.au/services/strategy-and-advice/) - [Clients](https://www.wlm.com.au/clients/) - [Construction & Trades](https://www.wlm.com.au/clients/construction/) - [Family Business](https://www.wlm.com.au/clients/family-business/) - [Insurance & Financial Services](https://www.wlm.com.au/clients/insurance-and-financial-services/) - [Renewable Energy & Environment](https://www.wlm.com.au/clients/renewable-energy-and-environment/) - [Service-based & Other Business](https://www.wlm.com.au/clients/service-based-and-other-business/) - [Insights & Case Studies](https://insights.wlm.com.au/blog) - [Blog](https://insights.wlm.com.au/blog) - [Buying a property with a business partner](https://explore.wlm.com.au/buying_a_property_with_a_business_partner_download) - [How to minimise tax & risk with business structure](https://explore.wlm.com.au/business-structure-whitepaper-download) - [Contact](https://www.wlm.com.au/contact/) [Login](https://clientlogin-us2.karbonhq.com/4Frhz6cPZq6r) - [About](https://www.wlm.com.au/about/) - [Services](https://www.wlm.com.au/services/) - [Tax & Compliance](https://www.wlm.com.au/services/tax-and-compliance/) - [Strategy & Advice](https://www.wlm.com.au/services/strategy-and-advice/) - [Clients](https://www.wlm.com.au/clients/) - [Construction & Trades](https://www.wlm.com.au/clients/construction/) - [Family Business](https://www.wlm.com.au/clients/family-business/) - [Insurance & Financial Services](https://www.wlm.com.au/clients/insurance-and-financial-services/) - [Renewable Energy & Environment](https://www.wlm.com.au/clients/renewable-energy-and-environment/) - [Service-based & Other Business](https://www.wlm.com.au/clients/service-based-and-other-business/) - [Insights & Case Studies](https://insights.wlm.com.au/blog) - [Blog](https://insights.wlm.com.au/blog) - [Buying a property with a business partner](https://explore.wlm.com.au/buying_a_property_with_a_business_partner_download) - [How to minimise tax & risk with business structure](https://explore.wlm.com.au/business-structure-whitepaper-download) - [Contact](https://www.wlm.com.au/contact/) # 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. ### Most Recent **[Categories](https://insights.wlm.com.au/blog/tag/case-studies#!)** - [Accounting](https://insights.wlm.com.au/blog/tag/accounting) - [Business Owners](https://insights.wlm.com.au/blog/tag/business-owners) - [Australian Taxation Laws](https://insights.wlm.com.au/blog/tag/australian-taxation-laws) - [Financial Planning](https://insights.wlm.com.au/blog/tag/financial-planning) - [Tax Planning](https://insights.wlm.com.au/blog/tag/tax-planning) - [ATO](https://insights.wlm.com.au/blog/tag/ato) - [Superannuation](https://insights.wlm.com.au/blog/tag/superannuation) - [Professionals](https://insights.wlm.com.au/blog/tag/professionals) - [Home Owners & Investors](https://insights.wlm.com.au/blog/tag/home-owners-investors) - [Family Business](https://insights.wlm.com.au/blog/tag/family-business) - [25/26 Financial Year](https://insights.wlm.com.au/blog/tag/25-26-financial-year) - [Renewable Energy & Environment](https://insights.wlm.com.au/blog/tag/renewable-energy-environment) - [Self Managed Super Funds](https://insights.wlm.com.au/blog/tag/self-managed-super-funds) - [23/24 Financial Year](https://insights.wlm.com.au/blog/tag/23-24-financial-year) - [Construction](https://insights.wlm.com.au/blog/tag/construction) - [Trusts](https://insights.wlm.com.au/blog/tag/trusts) - [24/25 Financial Year](https://insights.wlm.com.au/blog/tag/24-25-financial-year) - [Case Studies](https://insights.wlm.com.au/blog/tag/case-studies) - [Insurance Underwriting](https://insights.wlm.com.au/blog/tag/insurance-underwriting) - [Personal Income Tax](https://insights.wlm.com.au/blog/tag/personal-income-tax) - [Payroll Tax](https://insights.wlm.com.au/blog/tag/payroll-tax) - [WLM News](https://insights.wlm.com.au/blog/tag/wlm-news) - [22/23 Financial Year](https://insights.wlm.com.au/blog/tag/22-23-financial-year) - [26/27 Financial Year](https://insights.wlm.com.au/blog/tag/26-27-financial-year) [![Business Reinvention: Turning Experience Into a Powerful New Chapter](https://insights.wlm.com.au/hubfs/Business%20Reinvention%20Turning%20Experience%20Into%20a%20Powerful%20New%20Chapter.png)](https://insights.wlm.com.au/blog/business-reinvention-turning-experience-into-a-powerful-new-chapter) ![Amanda Rogers](https://insights.wlm.com.au/hs-fs/hubfs/AR%20headshot.jpg?width=400&height=250&name=AR%20headshot.jpg) **Amanda Rogers** 23 January 2026 — 4 min read ### [Business Reinvention: Turning Experience Into a Powerful New Chapter](https://insights.wlm.com.au/blog/business-reinvention-turning-experience-into-a-powerful-new-chapter) **WLM is proud to share an inspiring story from one of our clients, Victoria Lewis, founder of Business Activators and MPreneurs.** [Read more](https://insights.wlm.com.au/blog/business-reinvention-turning-experience-into-a-powerful-new-chapter) [![Trust Resolutions – Why Timing and Evidence Matter](https://insights.wlm.com.au/hubfs/Trust%20Resolutions%20%E2%80%93%20Why%20Timing%20and%20Evidence%20Matter.png)](https://insights.wlm.com.au/blog/trust-resolutions-why-timing-and-evidence-matter) ![James Coles](https://insights.wlm.com.au/hs-fs/hubfs/WLM-ingrid-photography--0292-1.jpg?width=400&height=250&name=WLM-ingrid-photography--0292-1.jpg) **James Coles** 14 October 2025 — 4 min read ### [Trust Resolutions – Why Timing and Evidence Matter](https://insights.wlm.com.au/blog/trust-resolutions-why-timing-and-evidence-matter) A recent decision of the Administrative Review Tribunal (*Goldenville Family Trust v Commissioner of Taxation* \[2025\]) highlights the importance of documentation and evidence when it comes to tax planning and the consequences of not getting this.. [Read more](https://insights.wlm.com.au/blog/trust-resolutions-why-timing-and-evidence-matter) [![Uber decision flags payroll tax risk for contractor-reliant businesses](https://insights.wlm.com.au/hubfs/Uber%20Decision%20highlights%20payroll%20tax%20issue%20for%20Medical%20Practices%20and%20other%20business%20relying%20on%20contractors.-1.png)](https://insights.wlm.com.au/blog/uber-decision-highlights-payroll-tax-issue-for-medical-practices-and-other-business-relying-on-contractors) ![Amanda Rogers](https://insights.wlm.com.au/hs-fs/hubfs/AR%20headshot.jpg?width=400&height=250&name=AR%20headshot.jpg) **Amanda Rogers** 21 August 2025 — 4 min read ### [Uber decision flags payroll tax risk for contractor-reliant businesses](https://insights.wlm.com.au/blog/uber-decision-highlights-payroll-tax-issue-for-medical-practices-and-other-business-relying-on-contractors) The Chief Commissioner has recently assessed Uber as liable for payroll tax and interest in the sum of approximately $81 million for the financial years 2015 to 2020 pursuant to the Payroll Tax Act 2007 (NSW) (Payroll Tax Act). This decision has.. [Read more](https://insights.wlm.com.au/blog/uber-decision-highlights-payroll-tax-issue-for-medical-practices-and-other-business-relying-on-contractors) [![Luxury cars: the impact of the modified tax rules](https://insights.wlm.com.au/hubfs/Luxury%20cars%20the%20impact%20of%20the%20modified%20tax%20rules.png)](https://insights.wlm.com.au/blog/luxury-cars-the-impact-of-the-modified-tax-rules) ![Charley Tarchichi](https://insights.wlm.com.au/hs-fs/hubfs/WLM-ingrid-photography--0107-1.jpg?width=400&height=250&name=WLM-ingrid-photography--0107-1.jpg) **Charley Tarchichi** 20 August 2025 — 5 min read ### [Luxury cars: the impact of the modified tax rules](https://insights.wlm.com.au/blog/luxury-cars-the-impact-of-the-modified-tax-rules) With the purchasing of luxury vehicles on the rise it’s important to be aware of some specific features of the tax system that can impact on the real cost of purchase. Often the tax rules provide taxpayers with a worse tax outcome if the car will be.. [Read more](https://insights.wlm.com.au/blog/luxury-cars-the-impact-of-the-modified-tax-rules) [![When overseas workers are Australian employees](https://insights.wlm.com.au/hubfs/When%20overseas%20workers%20are%20Australian%20employees%20(3).png)](https://insights.wlm.com.au/blog/when-overseas-workers-are-australian-employees) ![Dan McGrath](https://insights.wlm.com.au/hs-fs/hubfs/WLM-ingrid-photography--0039%20-%20Copy.jpg?width=400&height=250&name=WLM-ingrid-photography--0039%20-%20Copy.jpg) **Dan McGrath** 15 November 2024 — 8 min read ### [When overseas workers are Australian employees](https://insights.wlm.com.au/blog/when-overseas-workers-are-australian-employees) The Fair Work Commission has determined that a Philippines based "independent contractor" was an employee unfairly dismissed by her Australian employer. [Read more](https://insights.wlm.com.au/blog/when-overseas-workers-are-australian-employees) [![top 10 tips for business structuring](https://insights.wlm.com.au/hubfs/Top%2010%20tips%20for%20business%20structuring.png)](https://insights.wlm.com.au/blog/top_10_tips_for_business_structuring) ![Amanda Rogers](https://insights.wlm.com.au/hs-fs/hubfs/AR%20headshot.jpg?width=400&height=250&name=AR%20headshot.jpg) **Amanda Rogers** 22 February 2024 — 2 min read ### [10 key tips for business structuring](https://insights.wlm.com.au/blog/top_10_tips_for_business_structuring) Many professionals and businesses look to save tax and minimise risk by setting up companies and family trusts. Generally, the more complex your structure, the more tax you may save but there are pitfalls in creating overly complex structures. Here.. [Read more](https://insights.wlm.com.au/blog/top_10_tips_for_business_structuring) [![SMART financial planning for FY24](https://insights.wlm.com.au/hubfs/SMART%20Planning%201200px.png)](https://insights.wlm.com.au/blog/smart-financial-planning-for-2024) **Financial Planner** 27 June 2023 — 2 min read ### [SMART Financial Planning for FY 2024](https://insights.wlm.com.au/blog/smart-financial-planning-for-2024) As we come to the end of the 2023 financial year, I hope you have all had a successful year. It is never too early to look at the year ahead and set financial goals. When setting your financial goals, it’s important to make them “SMART”: Specific,.. [Read more](https://insights.wlm.com.au/blog/smart-financial-planning-for-2024) [![Big picture Financial Planning Sydney](https://insights.wlm.com.au/hubfs/BigPicFamPlan_Socials_Oct19.jpg)](https://insights.wlm.com.au/blog/big-picture-financial-planning-to-protect-a-familys-future) **Financial Planner** 22 August 2019 — 1 min read ### [Big-picture financial planning to protect a family’s future](https://insights.wlm.com.au/blog/big-picture-financial-planning-to-protect-a-familys-future) Goals-based financial planning is a signature of our service at WLM, because it involves much more than the numbers – it also explores measures that provide security and protection against unexpected life events. Sadly, and too often, we hear of.. [Read more](https://insights.wlm.com.au/blog/big-picture-financial-planning-to-protect-a-familys-future) [![management reporting](https://insights.wlm.com.au/hubfs/Blog%20Featured%20Image%202000%20x%201046.jpg%20Tablet.jpg)](https://insights.wlm.com.au/blog/over-the-line-rectifying-a-complex-property-transaction-0-0-0-0-0-0-0) ![Amanda Rogers](https://insights.wlm.com.au/hs-fs/hubfs/AR%20headshot.jpg?width=400&height=250&name=AR%20headshot.jpg) **Amanda Rogers** 20 August 2019 — 1 min read ### [Management reporting guides new strategies at not-for-profit](https://insights.wlm.com.au/blog/over-the-line-rectifying-a-complex-property-transaction-0-0-0-0-0-0-0) 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.  [Read more](https://insights.wlm.com.au/blog/over-the-line-rectifying-a-complex-property-transaction-0-0-0-0-0-0-0) [![Blog Featured Image 2000 x 1046.jpg Calculator](https://insights.wlm.com.au/hubfs/Blog%20Featured%20Image%202000%20x%201046.jpg%20Calculator.jpg)](https://insights.wlm.com.au/blog/payroll_tax_audit) ![Amanda Rogers](https://insights.wlm.com.au/hs-fs/hubfs/AR%20headshot.jpg?width=400&height=250&name=AR%20headshot.jpg) **Amanda Rogers** 20 August 2019 — 1 min read ### [Medical practice back on track after being stung by payroll tax audit](https://insights.wlm.com.au/blog/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.. [Read more](https://insights.wlm.com.au/blog/payroll_tax_audit) [1](https://insights.wlm.com.au/blog/tag/case-studies/page/1) [2](https://insights.wlm.com.au/blog/tag/case-studies/page/2) ### Free Resources - [Whitepaper: How to minimise tax & risk with business structure](https://explore.wlm.com.au/business-structure-whitepaper-download) - [Whitepaper: Buying a property with a business partner](https://explore.wlm.com.au/buying_a_property_with_a_business_partner_download) - [E-Guide: 7 financial mistakes of builders and tradies](https://explore.wlm.com.au/financial-mistakes-of-builders-and-tradies) - [E-Guide: Tax and accounting considerations for setting up an insurance underwriting agency in Australia](https://explore.wlm.com.au/tax-and-accounting-considerations-for-setting-up-an-insurance-underwriting-agency-in-australia) - [A guide to the Federal Budget 2025 - 26](https://explore.wlm.com.au/a-guide-to-the-federal-budget-2025-26) - [EOFY Tax Planning Webinar](https://youtu.be/xhf7yafx8YE?si=TuqCM5eEtWPP91lg) - [EOFY business checklist](https://explore.wlm.com.au/your-business-end-of-financial-year-checklist) ### Blog Categories - [Accounting (166)](https://insights.wlm.com.au/blog/tag/accounting) - [Business Owners (143)](https://insights.wlm.com.au/blog/tag/business-owners) - [Australian Taxation Laws (123)](https://insights.wlm.com.au/blog/tag/australian-taxation-laws) - [Financial Planning (88)](https://insights.wlm.com.au/blog/tag/financial-planning) - [Tax Planning (76)](https://insights.wlm.com.au/blog/tag/tax-planning) - [ATO (53)](https://insights.wlm.com.au/blog/tag/ato) - [Superannuation (51)](https://insights.wlm.com.au/blog/tag/superannuation) - [Professionals (40)](https://insights.wlm.com.au/blog/tag/professionals) - [Home Owners & Investors (34)](https://insights.wlm.com.au/blog/tag/home-owners-investors) - [Family Business (30)](https://insights.wlm.com.au/blog/tag/family-business) - [25/26 Financial Year (22)](https://insights.wlm.com.au/blog/tag/25-26-financial-year) - [Renewable Energy & Environment (20)](https://insights.wlm.com.au/blog/tag/renewable-energy-environment) - [Self Managed Super Funds (20)](https://insights.wlm.com.au/blog/tag/self-managed-super-funds) - [23/24 Financial Year (18)](https://insights.wlm.com.au/blog/tag/23-24-financial-year) - [Construction (18)](https://insights.wlm.com.au/blog/tag/construction) - [Trusts (18)](https://insights.wlm.com.au/blog/tag/trusts) - [24/25 Financial Year (17)](https://insights.wlm.com.au/blog/tag/24-25-financial-year) - [Case Studies (17)](https://insights.wlm.com.au/blog/tag/case-studies) - [Insurance Underwriting (16)](https://insights.wlm.com.au/blog/tag/insurance-underwriting) - [Personal Income Tax (13)](https://insights.wlm.com.au/blog/tag/personal-income-tax) - [Payroll Tax (9)](https://insights.wlm.com.au/blog/tag/payroll-tax) - [WLM News (9)](https://insights.wlm.com.au/blog/tag/wlm-news) - [22/23 Financial Year (8)](https://insights.wlm.com.au/blog/tag/22-23-financial-year) - [26/27 Financial Year (5)](https://insights.wlm.com.au/blog/tag/26-27-financial-year) ## Subscribe Stay up to date with tax and accounting news, and subscribe to our newsletter. 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WLM does not however warrant the accuracy of the information and forecasts possibly contained in the WLM website. No visitor to the site should rely upon the information and/or recommendations contained in the WLM website. WLM strongly recommends that all prospective purchasers of securities should make their own inquiries and seek professional advice before acting on any of the information contained in the WLM website. Should you wish to seek advice, please feel welcome to [contact us](http://wlm.advisclient.com.au/contact/).