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.

Friday, March 21, 2014

A new association has been formed to help advisers incorporate real return strategies in their businesses and provide practical guidance in the areas of regulations, insurance, portfolio construction, implementation and administration.

Thursday, February 20, 2014

WLM is excited to be able to offer clients an innovative bookkeeping service called Xilch.

Thursday, February 20, 2014

The Government has released the 2013-14 Mid-year Economic and Fiscal Outlook (MYEFO), which includes, among other changes, clarification on 92 tax and superannuation measures that were announced, but not legislated, by the previous Labor Government.

Thursday, February 20, 2014

Objective based investing is an alternative approach to investing other than using Risk Profiling and Strategic Asset Allocation (SAA).

Thursday, February 20, 2014

2014 promises to be another year of great change. New Aged Care rules will be coming into force on 1 July, 2014.

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.