Where to start and what to expect? Here's what our process looks like.
We want you to feel you’re in great hands – so leave the rest to us!
An essential part of your business
Regular touch points.
Valuable strategic advice & support.
Accounting services tailored for family business owners
Let us help you streamline your business, save on taxes, and plan for a financially secure future.
At WLM Accounting, we understand that family business owners are not just running a business; they are nurturing a legacy that reflects their values and aspirations. Backed by our belief in empowering business success together, we provide tailored accounting and tax services that resonate with the unique needs of family-run enterprises.
For many family business owners, achieving growth, transitioning the business to the next generation, and securing a comfortable retirement are paramount goals. We support these aspirations by addressing critical pain points such as taxes, cash flow management, and compliance issues.
At WLM Accounting, we’re not just about the numbers – we’re about the people behind them. We value trust, empathy, and strong connections. Choosing us means investing in a partnership that puts your family’s legacy and long-term success first. With us by your side, we can navigate today’s challenges and pave the way for a prosperous tomorrow.
Tax planning
Our team takes the time to understand your business and personal objectives, ensuring that we devise strategies that align with your vision for the future. We help streamline your tax processes, allowing you to focus on what truly matters—growing your business and nurturing your family legacy.
Cash flow and borrowing
Cash flow is the lifeblood of any business. Our expertise allows us to provide insights and solutions that enhance your borrowing power, ensuring that you have the necessary resources to invest in growth opportunities.
Structuring
Implementing the right structure for your business can provide you with peace of mind and save plenty of tax. When it comes to sharing your business with family or other owners, we’re here to offer guidance that’s fit to your personal circumstances and future goals.
Self-managed super
Self-managed super funds (SMSFs) can be an invaluable tool for family business owners looking to secure their financial future. We’ll guide you on how to structure your SMSF effectively, putting you in control of your retirement savings and potentially enhancing your business investment strategies.
1
Scoping meeting
Our first meeting explores your situation, goals and resources.
We’ll explore any opportunities, and find out what you want and expect from us.
2
Your engagement letter
We’ll put together a proposal addressing your priorities with the services we recommend and our fees. Once agreed, you’ll receive an email from us to digitally sign your engagement letter.
3
Log into your client portal
Look out for a welcome email from us with a link to your new client portal (Karbon).
4
Complete your onboarding tasks
A checklist of tasks will be available within your client portal to action. For example: providing your accountant’s details, linking us as your tax agent online and nominating us as your ASIC agent.
Here’s what people are saying
WLM Accounting have been invaluable in assisting our small medical practice with our accounting and tax needs in particular their advice in relation to payroll and tax issues medical practices face. WLM have been crucial and restructuring our business and streamlining are processes particularly with their help in implementing Xero and single touch payroll – Quynh Vu, Prince Henry Medical
We have been long-term clients of Amanda Rogers and her team at WLM. We have been extremely happy with the services provided and the advice received. WLM have looked after our personal, family trust and superannuation affairs efficiently and effectively. We have benefited from excellent taxation advise including real estate investment, (negative gearing, land tax, property ownership, capital gains, depreciation etc), equities (Australian, overseas, corporate share options, CGT etc) superannuation (SASS and SMSF). We have no hesitation in recommending WLM for these services.
Playtika is a global gaming company with a complex corporate structure; we have offices all around the world, and players in every continent. WLM Accounting has been instrumental, working with Playtika to establish its entity in Australia over the past 4 years, helping us to overcome accounting challenges with ease. WLM is there for us with a positive, personal, and helpful attitude.
Legal Notices
WLM Website Information
The information contained in the WLM website, has been prepared from a wide variety of sources, which WLM, to the best of its knowledge and belief, considers accurate. WLM does not however warrant the accuracy of the information and forecasts possibly contained in the WLM website. No visitor to the site should rely upon the information and/or recommendations contained in the WLM website. WLM strongly recommends that all prospective purchasers of securities should make their own inquiries and seek professional advice before acting on any of the information contained in the WLM website. Should you wish to seek advice, please feel welcome to contact us.
Employees or associates of WLM may hold investments reviewed in the WLM website. This should not be seen as a recommendation.
The information is current only at the time it is placed on the website. WLM is under no obligation to update the information or correct any inaccuracy, which may become apparent at a later time.
Copyright
WLM grant permission to reproduce hard copies of the information for personal use only. Unless an article is sourced, or it is expressly stated to the contrary, WLM owns copyright on all information.
Jurisdiction
The information contained in this site is for Australian residents only.
Privacy & Security
This site does not provide facilities for the secure transmission of information across the Internet, and as such does not retain or record any personal information of users. We will only record your e-mail address if you send us a message. Your e-mail address will only be used for the purpose for which you have provided it and it will not be added to a mailing list or used for any other purpose without your consent.
Click here for a full copy of our Privacy Policy.
Third Party Site Links
This website links to third party sites. Please be aware that WLM are in no way responsible for the privacy or security practices on these sites. They are not covered by the policy set out here, and should instead have their own Privacy and Security Policy contained on their site, which we encourage you to read.
WLM Financial Services Pty Limited
Liability limited by a scheme approved under Professional Standards Legislation.
WLM Financial Services Pty Limited holds an Australian Financial Services Licence(AFSL). This may be verified independantly through the Australian Securities and Investment Commission (ASIC) or you can contact us for a copy of our licence.
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.
This register is available for inspection on can be supplied within 7 days upon request. WLM also maintains a Conflict of Interest register.
Important Note: Not all people employed by WLM are authorised to provide advice under our AFSL so you should confirm that any advice received comes from an appropriately authorised person.
Complaints
If you have any complaint about the service provided to you, you should take the following steps:
- Contact a Director and tell them about your complaint.
- If your complaint is not satisfactorily resolved within 45 business days please contact our Complaints Officer, Stephen Buhlman, or put your complaint in writing and send it to the Board of Directors, WLM Financial Services Pty Ltd.
- If you still believe you do not have a satisfactory outcome, you have the right to complain to:
a. For complaints regarding Financial Planning Services:
Australian Financial Complaints Authority, by contacting:
GPO BOX 3
Melbourne VIC 3001
Phone: 1800 931 678Email: 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/complaintsc. For complaints regarding Privacy or Data Breach, refer to our Privacy Policyd. Other professional bodies which may be relevant for the complaint, such as membership bodies.
If you have any further questions about the financial services WLM Financial Services Pty Ltd provides, please call us on 02 9221 7777.