The highly anticipated EU crisis summit has delivered headline agreements in the three key areas: a Greek bailout, bank recapitalisations and an expansion of the rescue fund. Agreements were reach ..
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.
Thursday, September 22, 2011
Ban on Off-Market transfers for SMSF's
Self-managed superannuation fund members will not be able to transfer shares off market without the use of a broker under new regulations designed to limit the ability to minimise capital gains ta ..
Wednesday, September 14, 2011
ATO reconsiders key limited recourse borrowing concepts
The ATO has today issued draft SMSF ruling 2011/D1 which explains key concepts relevant to the application of the limited recourse borrowing arrangement (LRBA) provisions. The draft ruling pr ..
Monday, September 12, 2011
Changes to the government guarantee on bank deposits
Over the weekend, the deputy Prime Minister, Mr Wayne Swan, announced changes to the Financial Claims Scheme that guarantees deposits with Australian deposit taking institutions. The changes ..
Friday, August 05, 2011
Comments on current equity markets
In the last few weeks we have seen sharemarkets around the world fall heavily, mainly as a result of concerns over sovereign debt issues both in the US and parts of Europe and also because of the ..
Tuesday, August 02, 2011
WLM is recognised as an FPA Professional Practice
WLM is one of the first financial services businesses in Australia to achieve the FPA Professional Practices status. With the FPA being the peak industry body for financial planners in Australia ..
Monday, April 11, 2011
BHP Billiton sucessfully completes A$6.0 bilion off-market buy-back
The final transaction size of A$6.0 billion (US$6.3 billion) has enabled BHP Billiton Limited to buy back 147 million shares, which represents 4.4 per cent of the issued share capital of BHP Billi ..
Thursday, February 03, 2011
WLM is granted an Australian Credit Licence # 232512
As part of our commitment to look after our clients as much as possible WLM is really pleased to announce that we can now offer "Finance Broking" as a new service. WLM has been granted an Aus ..
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- 2012-2013 Federal Budget summary
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- RBA lowers cash rate by 0.25%
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- Introducing WLM 'On Track'
- Taxation of Discretionary & Family Trust Income
- Future of Financial Advice reforms
- RBA lowers interest rates to 4.50%
