WLM Accounting

04/06/2026

Get the help you need to sell your business in the most tax-efficient way possible! 🌟

At WLM Accounting, we understand that selling your business isn’t just a transaction, it’s the culmination of your hard work. Our business advisory services can support you along your journey and get you the best outcome for your business sale.

Let us handle your accounting needs so you can concentrate on your own goals. 💼✨

03/06/2026

20 years. One remarkable career.

Today we're celebrating Tess on an incredible 20 years of service.

The client relationships Tess has built over the years are grounded in genuine care, sharp advice, and a commitment to seeing our clients succeed. It's exactly what WLM stands for: being trusted, helpful, and always ready to roll up her sleeves to make a difference.

Tess, thank you for 20 years of dedication, partnership, and the relationships you've nurtured. We can't wait to see what's next.

Congratulations from all of us at WLM. 🧡

02/06/2026

The budget is rewriting the rules for investors.

Charley and Alex break down the tax planning moves to make before the changes kick in.

Watch the full episode: https://bit.ly/4f6yCh7

29/05/2026

Small business owners - this one's for you.

Charley and Alex unpack two budget measures that could cut your tax bill this year: loss carryback and the instant asset write-off.

Watch the full episode: https://bit.ly/42XYRiy

26/05/2026

Negative gearing as you know it? Gone.

Charley and Alex break down the budget bombshell most property investors haven't caught yet.

Full episode of Under the Ledger on YouTube: https://bit.ly/3S1ijs9

22/05/2026

If your business is profitable but the cash still isn’t there, a few simple habits can make a big difference.

In this reel, we share three practical tips to help your cash flow better reflect your profits. It’s a key theme from Under the Ledger Episode 1.

Check out the full episode here: https://bit.ly/4mVGLH2

Which of these is the biggest challenge for your business - forecasting, timing, or collecting cash faster?

21/05/2026

The federal budget is in. The headlines don't tell the full story.

In the new episode of Under the Ledger, Director Charley Tarchichi and Senior Manager Alex Araujo cut through the political noise to focus on what actually matters for business owners and investors:

👉Small business wins you can use this year
👉Negative gearing changes and what's grandfathered
👉CGT reform: the return of indexation
👉Family trusts under pressure and your restructuring options
👉The planning window before the rules bite

If you own a business, hold property, or run a family trust, this one's worth your time.

🎬Watch now: https://bit.ly/4eVcAxG

Want to talk through what this means for your situation? Call us on (02) 9221 7777.

The federal budget is in - and the headlines don't tell the full story. In this episode, Charley Tarchichi and Alex Araujo from WLM Accounting unpack what's ...

19/05/2026

This year's Federal Budget has some real wins for business owners - but also some changes that need to be on your radar.

The instant asset write-off is being permanently set at $20,000 from 1 July 2026. No more year-to-year uncertainty. For small businesses investing in equipment or upgrading assets, that's a meaningful change.

But it's not all upside. The FBT exemption for electric vehicles is being wound back, loss carry-back rules are shifting, and R&D incentives are being reformed.

If you run a business, this one's worth understanding before the new financial year.

Read the full breakdown at the link below.
https://bit.ly/4nxlZxB

18/05/2026

If you own an investment property, hold assets in a family trust, or have pre-1985 assets - the 2026-27 Federal Budget is a significant moment.

From 1 July 2027, negative gearing on established residential properties will be restricted. The 50% CGT discount is being replaced with a CPI indexation system and a minimum 30% tax rate on capital gains. And from 1 July 2028, a minimum 30% tax will apply to discretionary trust distributions.

These are not minor tweaks. For many investors and family groups, this will require a real look at how assets are held and how income is structured.

The changes aren't in effect yet - but the planning window is now.

Read our full investor breakdown at the link below.
https://bit.ly/4nuPzni

The 2026 Federal Budget reveals major tax changes impacting Australian investors, including limits on negative gearing and capital gains tax reforms.

14/05/2026

Thinking about expanding? Strong cash flow today doesn’t always mean your business is ready for the extra pressure growth can bring.

In this reel, we unpack why forecasting becomes even more important when expansion is on the table. It’s a key theme in Under the Ledger Episode 1.

Check out the full episode here: https://bit.ly/4vS9UH6

What’s the biggest cash flow risk you’ve seen when a business starts to grow?