Every year, we are asked about the tax impact of various Christmas or holiday related gestures. Here are our top tips.
Every year, we are asked about the tax impact of various Christmas or holiday related gestures. Here are our top tips.
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For reference we have attached a copy of our Financial Services Guide (FSG).
WLM Financial Services maintains a public register of any Alternative Forms of Remuneration that are received from product providers, for any form of remuneration received of $300 in value or more. Fund Managers, Platform Providers, Representatives and other AFS Licensees maintain similar registers. As a matter of note, WLM financial planners receive remuneration by means of salary and do not receive any additional commission or bonus from product providers.
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If you have any complaint about the service provided to you, you should take the following steps:
Australian Financial Complaints Authority, by contacting:
GPO BOX 3
Melbourne VIC 3001
Phone: 1800 931 678
Email: info@afca.org.au
b. For complaints about a registered tax practitioner:
Tax Practitioners Board, using the online complaints form:
https://www.tpb.gov.au/complaints
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