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 businesses in the renewable energy sector
Let us help you streamline your compliance, save on taxes, and plan for a sustainable future.
At WLM Accounting, we are committed to empowering businesses in the renewable energy sector with a comprehensive suite of services tailored to address your unique challenges and aspirations. We support renewable energy projects throughout their entire lifecycle from development to operations and maintenance, while also addressing the specific challenges faced by asset managers at each stage. Our commitment to sustainability and innovation drives us to provide solutions that not only meet immediate needs but also foster long-term growth.
Back Office Support
No matter the size of your finance team, WLM Accounting offers a comprehensive suite of back-office services tailored to seamlessly integrate with your business and address any operational gaps. We handle all your back-office needs, including budgeting and reporting, cash flow management, bookkeeping, and payroll. With our support, you can focus on key contracts, stakeholders and while we efficiently manage your essential financial tasks.
Ensuring Structuring Compliance for your project
We work closely with you to ensure that the structuring advice you’ve received is fully implemented. Often, detailed structuring advice is provided, but compliance items such as ABN, TFN & GST registrations, GST grouping, tax consolidation and tax-sharing agreements can be overlooked. Our team ensures these requirements are met, addressing the unique tax needs of your group structure, including Project Co’s, Fin Co’s, and Hold Co’s.
Timely ATO Compliance Ensuring Cash Flow Requirements
The development and construction phases of renewable energy projects are often cash-sensitive, making accurate and timely tax reporting crucial to meet liquidity and cash flow needs. WLM Accounting works closely with you to ensure that any ATO refunds are received as quickly as possible while managing ATO payments efficiently. We focus on aligning your cash flow requirements with stakeholder demands, helping you navigate the complexities of tax obligations without compromising financial stability.
Asset Managers: Navigating Employee Tax Issues
We also understand that asset managers face unique tax challenges, including those related to employees and benefits. WLM Accounting works with asset managers to ensure full compliance with employee-related taxes, including fringe benefits tax, PAYG withholding, payroll tax, and workers’ compensation requirements.
Financial Reporting and ASIC Compliance
We work closely with you to provide general-purpose financial statements that comply with your needs and accounting standards. Our goal is to make sure your reports are both compliant and effective in communicating your project’s financial health. We also support you with audit compliance, collaborating with your finance team to streamline the audit process and ensure all deadlines are met. With our expertise, we help make the reporting and audit process as efficient as possible, allowing you to focus on the success and growth of your renewable energy project.
Tech Integration and Optimisation
As technology continues to transform the renewable energy landscape, effective tech integration is essential for operational efficiency and competitive advantage. WLM Accounting specialises in helping businesses optimise their technology systems, ensuring that they are equipped to harness the full potential of innovative solutions. We focus on creating a seamless integration process that enhances productivity and drives sustainable change, allowing our clients to stay ahead in a rapidly evolving market.
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.
Latest News
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.