WLM Accounting

27/10/2026

Spend a lot of time overseas? From the 2026-27 income year, the ATO will be matching travel records for around 115,000 people a year against its own records.

Time away doesn't automatically make you a foreign resident, but your dates need to line up. Keep a record of every arrival and departure.

What to keep and why: https://ap1.hubs.ly/H01sSjh0

Stay informed on the ATO's new travel data-matching program and understand how it may impact your tax residency and superannuation.

26/10/2026

More than $21 billion in lost and unclaimed super is waiting across Australia, and the average lost account holds around $41,000.

Changed jobs, moved house or changed your name? Some of it could be yours. A myGov search takes minutes. Check the insurance on each account before you consolidate.

How to search: https://ap1.hubs.ly/H01sSfl0

Discover how to reclaim your lost superannuation. With over $21 billion waiting, now is the time to check if any belongs to you before retirement.

23/10/2026

Thinking about bringing a partner into your business, or wondering what happens when one wants out? Alex and Charley Tarchichi cover buy-ins, buyouts, shareholders agreements and buy-sell insurance, plus what to check before you give up equity, on the latest Under the Ledger.

Watch the full episode: https://ap1.hubs.ly/H01sqs-0

Thinking about bringing a partner into your business, or wondering ...

18/10/2026

Solar, battery and hot water installers: GST is worked out on the full price, before the STC discount.

In the ATO's example, a $7,700 system with $1,000 of STCs assigned carries $700 of GST. Calculate it on the $6,700 the customer pays and you are $90.91 short.

The rule, the invoice details and a five-question checklist: https://ap1.hubs.ly/H01rrp60

Why an installer's GST is worked out on the full price before the STC discount, what a correct invoice shows, and the GST when the customer is a business.

16/10/2026

Want an accountant who knows your goals, not just your deadlines? Meet James Coles, Director at WLM.

James joined us in 2017 and became a Director in 2024. His focus: understanding what you want to achieve, solving complex problems early, and building relationships that last.

Get to know James and the team: https://ap1.hubs.ly/H01rHhB0

13/10/2026

Company, trust, partnership or SMSF? Put your business or assets in the wrong structure and you could pay a heavy price.

The right structure starts with your personal needs, borrowing ability, cash flow, goals and risks. Get it right at the start for peace of mind, and you can save plenty of tax.

Talk to our team: https://ap1.hubs.ly/H01r5HR0

08/10/2026

If your business turns over less than $10 million, you can immediately deduct eligible assets costing under $20,000 each. It is a deduction, not cash back, and the asset must be in use or installed ready for use in the income year.

Planning a purchase? Talk to us first:
https://ap1.hubs.ly/H01qzCr0

02/10/2026

Great catch-up this week with Cowell Clarke Commercial Lawyers, one of our trusted network partners.

Golf stories, car talk and a same high school small-world moment, plus the serious bit: the Bendel case, AML and recent and proposed legislative changes.

When your lawyer and accountant already know each other, you get one joined-up answer: https://ap1.hubs.ly/H01pSC70

01/10/2026

Five quick wins for your family business this NSW Small Business Month:

Separate business and personal money. Put family roles and pay in writing. Run a rolling cash flow forecast. Check that your structure still fits. Start the succession conversation now.

Talk to our small business experts:
https://bit.ly/4iYyKB8

30/09/2026

Is your business structure protecting you, or exposing you? Charley Tarchichi explains why structuring is worth talking about early, and why simple now and restructure later is often the smarter move.

Watch our latest Under the Ledger clip. Full episode link in the comments 🎧