Latest News

We all get bombarded with information from every source possible and frankly, it's too much. Even if you haven't already flicked it into spam you probably don't have time to read it. We call it Information Overload. So, on this page we've selected big picture news items we think are relevant and of interest to our clients.

Thursday, February 20, 2014

Estate Planning is a complex issue. Sometimes individuals/couples want to have the flexibility to enable tax-effective and private inheritances outside normal Will and legal estate procedures. WLM is able to assist with some very meaningful Estate Planning for clients by using Insurance/Investment/Imputation Bonds (Bonds) as tools for specific purposes.

Thursday, February 20, 2014

With tax time just around the corner, the ATO have advised that the number of email scams reported to them have tripled to almost 11,000, compared to the same quarter last year.

Thursday, February 20, 2014

The directors of WLM would like to thank those who were able to attend our recent New Year cocktail party as well as those who helped make the evening possible.

Tuesday, October 15, 2013

The US government shutdown has entered its third week. This is not as dire as it sounds. Firstly, only the 36% of Federal spending classified as “discretionary” is affected; Social Security payments, for example, continue to be made. Secondly, while there hasn’t been a shutdown since the halcyon days of Bill Clinton in 1996, before that they were quite a common occurrence. 

Tuesday, October 15, 2013

Getting into the habit of reviewing your financial requirement at the beginning of a new financial year makes sense. This will help to maximise investment returns and financial situations rather than reacting to minimising tax when time is running out. Here are some points to consider for the new financial year to help you along.

Tuesday, October 15, 2013

The case for broadening the range of investments held to include stocks listed offshore is compelling and prompts action.

Tuesday, October 15, 2013

Superannuation is about Planning ahead...........If you do it well you will be better able to achieve your financial goals. These may include being self sufficient financially by a certain age so you can retire, ensuring your family is well cared for financially, managing your tax position, etc.

Tuesday, October 15, 2013

Lifecycle theory is one of the more exciting and applicable research fields in financial academia, yet it receives little discussion in Australia’s superannuation industry. This is unfortunate as the findings have the potential to improve outcomes for Australian households. The insights from Lifecycle theory are full of common sense and are valuable to managers of superannuation funds, financial planners, individuals managing their own money and the financial services industry at large. In this article, I will introduce the background and framework of Lifecycle theory. In subsequent articles, I will return to this framework to discuss specific issues.

Tuesday, August 06, 2013

Statement by Glenn Stevens, Governor: Monetary Policy Decision

Wednesday, May 15, 2013

The 2013/14 Federal Budget will be not be the most memorable. However, there are $43 billion worth of savings to drive the Budget into surplus by 2016/17.