Site Map

Main Menu

Home

The advantage of sound advice
A living Will...?
Budget Rumours – Are you ‘SUPER’ prepared?
Happiness and financial advice – you can’t have one without the other
ATO data matching real property transactions
New rules for deducting small business start-up costs
Federal Budget May 2016
Tax Planning 2016
WLM Speakers Bureau
Brexit – what this change means to you
Looking Outside Super for Tax-effective Investment Strategies
HECS-HELP Payment Changes
An Overview To The Changes to Superannuation
Introducing Stephen Buhlman
Single Touch Payroll Mandatory for Substantial Employers from 1 July 2018
Investment Philosophy
Our thoughts on the Banking Royal Commission
Protect yourself when lending money to family
Thought Leadership: Building portfolios for market crises
Expected the unexpected
2018-19 Federal Budget Overview
The real benefits of using active managers
5 ways to set your kids up for financial success
Eligibility changes for lower company tax rate
The benefits of having equal super balances
Work from Home Policy - Gains and Pitfalls for Employers
Home based business vs a City office
Seven lessons for investors from the GFC
Updated Financial Services Guide
What would happen if...
Tax warning on overseas income
What changed on 1 January 2019
You've been scammed, hacked or breached!
Small businesses asset write-off update
2019-20 Federal Budget Highlights
Financial Planning for 2018-2019

About WLM

Our Approach
Our Team
What Others Say
WLM in the Media
WLM On Track
Latest News

WLM is granted an Australian Credit Licence # 232512
BHP Billiton sucessfully completes A$6.0 bilion off-market buy-back
WLM is recognised as an FPA Professional Practice
Comments on current equity markets
Changes to the government guarantee on bank deposits
ATO reconsiders key limited recourse borrowing concepts
Ban on Off-Market transfers for SMSF's
Saving the eurozone (by Fidelity Investment Limited)
RBA lowers interest rates to 4.50%
Future of Financial Advice reforms
Taxation of Discretionary & Family Trust Income
Introducing WLM 'On Track'
Economic Analysis - van Eyk Research
Parliament passes mining tax and 12% SGC
RBA lowers cash rate by 0.25%
RBA Lowers interest rates by 0.50%
2012-2013 Federal Budget summary
Year-End Tax Tips for 2011-12
WLM to merge with McGrath Business Advisory
Market insights from Hamish Douglass - Portfolio Manager of the Magellan Global Fund
RBA lowers interest rates by 0.25%
Some Global investment themes worth considering
Company directors personally liable for unpaid super and PAYG
Frequent Flyer points for paying tax
Small business: changes to simpler depreciation rules
SMSF ban deferred for off market transfers
Superannuation contributions - Excess contributions tax alert
Personal tax changes
Opportunities and Market Risks
Obligations & Responsibilities for SMSF Trustees
RBA cuts official cash rate 0.25% to 3.25% p.a.
Outdoor Appreciation Increases Depreciation
Investing in Infrastructure
Beware of Tax Refund email scam
10 Investment Mistakes to Avoid
China’s Growing Pains
Government changes on Death Benefits and Pensions
Online accounting services now offered by WLM
RBA cuts interest rates to 3.0 percent
End of year looms for super tax planning
RBA cuts interest rates to 2.75%
2013-14 Federal Budget summary
RBA cuts interest rates to 2.50%
An Introduction to Lifecycle Theory
SMSF’s – Plan Ahead
Global Equities Command Attention
Getting Organised for the New Financial Year
Update on the US shutdown
Thank You - post WLM New Year Party
How to stay safe at tax time
Investment Bonds can help with Estate Planning
Changes to Aged Care rules from 1st July 2014
Objective based investing
2013-14 Mid-year Economic and Fiscal Outlook
XILCH - for innovative bookkeeping
WLM Director to chair new industry association: ARRIA
What is Objectives Based Investing?
Market Commentary
More Objectives Based Investing Presentations
The longevity factor – are you On Track?
Alternative Investments
Holding the official cash rate and what it means
New ATO Penalties for Self-Managed Super Funds
Changes to Employer contributions to SMSFs
Regulatory Update
Increasing the superannuation contribution caps
WLM turns 10 in 2015!!!
Economic Commentary
To Shred or Not to Shred - That is the Question
Online security breaches
Retiree’s cost of living
How is Objectives Based Investing different
Economic Commentary Nov 2014
Dec Quarter 2014 Economic & Market Commentary
January 2015 Economic Commentary
RBA cuts interest rates to 2.25%
Payment of SG Contributions - On Time
Insuring for the cost of ATO audits
Free eBook - Cuffelinks Showcase 2014
Protect your Pension: What is sequencing risk
Xilch – Innovative bookkeeping for small business
Only 3 more years to utilise the Super Co-Contribution
WLM – Celebrating 10 years!!!!!!!!!!
February 2015 Market Commentary
RBA cuts interest rates to 2.00%
How to Benefit from Reduced Rates
Welcome to WLM’s new Associate Director - Amanda Rogers FCPA
Save the Date! Thursday 11th June for Business Planning Seminar
Federal Budget May 2015
2015 Tax Planning
ATO warning on phone scam
Employee share scheme changes
Business Planning - Is the time ripe to invest in new business?
Negative Gearing is not always the answer
Some tips to consider
2015/16 Superannuation thresholds and opportunities
Budget Updates - R&D tax incentive rate reduction back in spotlight
Budget Updates - Small business company tax rate cut
Budget Updates - Personal assets test, indexation, concessions and supplements
Business for Sale - Specialised Industrial/ Engineering Service
10 Top Tips for Purchasing a Business
Ultimate Beneficial Owners (UBO) and your banking arrangements
Excessive deduction claims on holiday homes on ATO hit list
Some light relief….’Someone is always listening’
Save on Payroll Tax
Payroll tax grouping – know the rules
Longevity and Time Perspective
Goal Based Investing
Asset protection
The advantage of sound advice
Budget Rumours – Are you ‘SUPER’ prepared?
Happiness and financial advice – you can’t have one without the other
The ASX goes to T+2 settlement
ATO data matching real property transactions
New rules for deducting small business start-up costs
Well I didn’t know that!!!
Salary Sacrificed Meal Entertainment
Methods for calculating car expenses
HECS - HELP
Registrations of companies from 1 July 2016
Employer obligation re Notice of Termination
Federal Budget May 2016
Tax Planning 2016
WLM Speakers Bureau
Brexit – what this change means to you
Some Changes and Increases from 1st July 2016
Now, whoever said history was boring ! ! !
Changes to GST
Small Business Changes
When to employ a Business Coach

What makes a good business coach
Key Performance Indicators

Looking Outside Super for Tax-effective Investment Strategies
Now, whoever said history was boring!!!
Thank you to Dr Jerome Lander
Helpful ‘Tax Matters’
12 Scams You Should Be Aware Of
Personal Services Income - New ATO Rules and Aggressive approach!
Assets Test Changes for Centrelink Aged Pensions
HECS-HELP Payment Changes
An Overview To The Changes to Superannuation
6 Steps for Successful Medical Start Ups
Federal Budget May 2017
New Superannuation Reforms – Things you might have missed
How to get good long-term investment results – without taking too much risk
Small Business Changes
ATO Develops Work-Related Expenses Risk Profiles
Capital Gains Tax Relief for SMSFs – Start Planning Now
HECS/HELP Debt for Foreign Residents
Transition to Retirement Pensions – back to their true purpose
Superannuation Year End Planning for the 2016/17 Financial Year
Energy Assistance Payment
Contributions – what the changed super caps may mean for you
Now Who Said History Was Boring!!!
Is This The Future?
Commonwealth Seniors Health Card and the Energy Supplement
It’s time to think about your SMSF Investment Strategy
Changes to Age Pension Eligibility
What it is meant by 'carrying on a business'?
First Home Super Saver Scheme
Better Housing Affordability for NSW
How much can I earn before I have to start paying tax?
Estate Planning Your Digital Legacy
Payroll Updates
The real benefit of using Active Managers
What it is meant by 'carrying on a business'?
Tax returns & Tax Offsets for Sole Traders
Purchasing a Property? Extra 12.5% Potential Tax!
Finding and consolidating small super accounts
Superannuation - Estate Planning Issues to consider
Gone ‘Phishing’?
Illegal phoenixing and Government reforms
Diversity and Inclusion Hack
Now, whoever said history was boring ! ! !
Now, whoever said history was boring ! ! !
Introducing Stephen Buhlman
Single Touch Payroll Mandatory for Substantial Employers from 1 July 2018
Investment Philosophy
Super savings for first home buyers and what to do
Disallowed: Deduction of travel expenses for residential rental property
Age pension and the sharing economy
New depreciation legislation for property investors
New Super Reporting Rules (TBAR)
Trust deeds in the new SMSF world – Benefit payments and estate planning
New “Money & Life” eBook to download
Our thoughts on the Banking Royal Commission
Protect yourself when lending money to family
Thought Leadership: Building portfolios for market crises
Expected the unexpected
2018-19 Federal Budget Overview
The real benefits of using active managers
5 ways to set your kids up for financial success
Eligibility changes for lower company tax rate
The benefits of having equal super balances
Work from Home Policy - Gains and Pitfalls for Employers
Home based business vs a City office
Seven lessons for investors from the GFC
Updated Financial Services Guide
What would happen if...
Tax warning on overseas income
What changed on 1 January 2019
You've been scammed, hacked or breached!
Small businesses asset write-off update
2019-20 Federal Budget Highlights
Financial Planning for 2018-2019

Useful Information

Accounting

Personal Taxation

More than eTax

Business Taxation

Small Business Entity Concessions

Self Managed Super funds
Audit
Bookkeeping

Financial Planning

Strategic Advice
Investment Advice
Superannuation / SMSF
Retirement Planning
Insurance
Cash Flow & Banking
Home / Investment Loans

Wealth Management

Philosophy and Approach
Investment selection
Risk Management
Asset Protection
Estate Planning

Business Services

Business Planning
Valuations
Systems & Controls
Specialised Industries

Doctors and Professional
Hotels, Restaurants, Primary Production, Retail and Whisky Distilleries
Medical Services, Veterinarians, IT Professionals, Real Estate Agents & Other Contractors
General Insurance and Cash Flow
Gymnasiums and Personal Trainers
Doctors and Dentists
Computer, Software, Engineers and Professionals

Bookkeeping

WLM Financial Services Pty Limited
ABN 82 079 145 298 AFSL / ACL No 232512
Level 12, 84 Pitt Street, Sydney 2000 | GPO Box 5025, Sydney 2001
T 02 9221 7777 | F 02 9221 7900