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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.

End of Financial Year 2019/20: Super and tax tips for individuals

The end of the financial year is fast approaching. Now is a great time to prepare and seek additional advice on the management of your superannuation and tax.

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COVID-19 measures for Self-Managed Super Funds (SMSF)

The federal government’s COVID-19 support measures contain a range of specific requirements for self-managed super funds (SMSF). This article outlines the relevant measures and how to manage them.

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Goals Based Investing protects your capital during downturns

"Only when the tide goes out, do you discover who’s swimming naked”.Warren Buffett

If you were investing during the GFC (2008-2009), you would remember your superannuation balance significantly decreasing and taking many years to get back to its..

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Early release of super should be a last resort action

As at 16th April 2020, the ATO had received 881,600 Australian’s registering an interest in accessing their retirement savings under the Government's temporary Early Release of Superannuation scheme. It is one of a host of measures to help..

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Government announcements regarding superannuation and pensions

On 22 March 2020, the Government announced a further package of relief measures to assist individuals and businesses in mitigating the negative economic impacts of the Coronavirus pandemic.

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Goals Based Investing - a smart way to invest

In these uncertain economic times, investors face the risk of downturns in the value of their investment portfolios. For executives, high-income earners and those with more extensive investment portfolios, the stakes are higher in dollar terms. For..

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WLM's Response to Coronavirus COVID 19

The Coronavirus pandemic and the measures to slow its transmission are evolving rapidly. First priority is the safety and wellbeing of our employees, clients and the broader community. The following is a summary of WLM’s operating procedures amidst..

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Coronavirus COVID-19 is here. What does it mean for investors?

The Coronavirus COVID-19 is of obvious concern to investors. Just what will it mean? At times like this, opinions abound. Commentary is ranging from:

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Many investors are guilty of committing these 3 investment mistakes

We have been in a bull market since the GFC (2008). Because of this prolonged cycle of bullish prosperity, many investors have become complacent in their investment strategy as they expect the traditional asset market (shares) to continue to go up...

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Thinking of developing a property? Unexpected costs & how to avoid them

If you have a small property development project in mind, there are some essential factors to consider before purchasing that dream block. A range of taxes, duties and other unexpected costs can quickly add up.

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