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.

What the New Div 296 Tax Means for Large Super Balances

The Better Targeted Superannuation Concessions measure (known as the Division 296 tax) is now law and takes effect from 1 July 2026. For those with large super balances, it’s important to understand what the new tax does, why it’s been introduced,..

Read more

EOFY Tax Planning

A comprehensive overview of end-of-year tax planning opportunities for business owners, investors, and families — drawn from WLM Accounting's EOFY webinar with Amanda Rogers and Charley Tarchichi.

Read more

Keeping Your Self-Managed Super Fund Compliant

 Self managed superannuation funds (SMSFs) can offer significant flexibility, allowing the members to make investments and enter arrangements that may not be available through retail or industry superannuation funds. However, being an SMSF trustee..

Read more

Understanding Your Duties as an SMSF Trustee

Running, or deciding to set up a self-managed super fund (SMSF) gives you control, but it also brings legal responsibilities. 

Read more

Superannuation rates and thresholds updates

From 1 July 2025, the superannuation guarantee (SG) rate officially rose to 12% of ordinary time earnings (OTE). This is the final step in the gradual increase legislated under previous reforms.

Read more

Is there a problem paying your super when you die?

The Government has announced its intention to introduce mandatory standards for large superannuation funds to, amongst other things, deliver timely and compassionate handling of death benefits. Do we have a problem with paying out super when a..

Read more

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.

Read more

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..

Read more

Australian super funds gorge on cryptocurrency

The value of cryptocurrency assets inside Australian self managed superannuation funds (SMSFs) increased by 589.9% ($1.17bn) between June 2019 and June 2022, according to the latest ATO statistics.

Read more
1 2