WLM Launches new client portal

We’re delighted to announce WLM Financial have recently introduced a brand new client portal. We’re very excited by the functionality our portal will give WLM and our clients to exchange information more safely and securely than via email. …

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Important update in discretionary trusts

The NSW government recently introduced a bill whereby virtually all discretionary trusts may be deemed to be foreign trusts, regardless of whether they have any foreign connection or not. 

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Important update on discretionary trusts

The NSW government recently introduced a bill whereby virtually all discretionary trusts may be deemed to be foreign trusts, regardless of whether they have any foreign connection or not. 

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What you need to know about paying for financial advice

If you’re thinking about using a financial adviser, you will want to know how the process works, the costs involved and if you’re getting value for money. In Australia, Financial advisers typically use one of two fee structures to charge fo…

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Super Guarantee Amnesty Resurrected

The Government has resurrected the Superannuation Guarantee (SG) amnesty giving employers that have fallen behind with their SG obligations the ability to “self-correct.” This time however, the incentive of the amnesty is strengthened by ha…

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