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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.

5 Key GST considerations on the acquisition of a renewable energy project

When acquiring a renewable energy project, understanding the GST implications is crucial to ensure you are claiming the maximum GST credits while staying compliant with the ATO.

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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.

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What makes or breaks Christmas?

The cost of living has eased over the past year but consumers are still under pressure. For business, planning is the key to managing Christmas volatility.

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FY25 budget guide for superannuation and investors

Those with large superannuation balances will be disappointed that the 30% tax on super earnings on balances above $3 million remains in place, this is set to commence from 1 July 2025.

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Minimise your personal tax: 2024 tax planning guide

Now's the time to review what strategies you can use to minimise your tax before 30 June 2024. 

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How to take advantage of the 1 July super cap increase

From 1 July 2024, the amount you can contribute to super will increase. We show you how to take advantage of the change. 

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Can my SMSF invest in property development?

Australians love property and the lure of a 15% preferential tax rate on income during the accumulation phase, and potentially no tax during retirement, is a strong incentive for many SMSF trustees to dream of large returns from property..

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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..

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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?

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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..

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