WLM Accounting

WLM Accounting At WLM, we offer a dedicated team of professionals: who want to know who you are, what you want to achieve, and do whatever we can to make that happen.

We work with businesses in growth, with complex needs, operating locally and internationally. WLM Financial Services is an independently owned and licensed business that provides a comprehensive range of personal and business advisory services. Our four core areas are: Financial Planning, Taxation, Business Accounting and Wealth Management.

While most of us are at our desks this week, our Director Amanda Rogers is doing something pretty extraordinary! 🏔 Amand...
17/06/2026

While most of us are at our desks this week, our Director Amanda Rogers is doing something pretty extraordinary! 🏔

Amanda is currently taking part in the Leadership in Business Retreat 2026 - a 14-day adventure combining high-altitude trekking through the Peruvian Andes with serious business sessions, all finishing at the iconic Machu Picchu.

She's not just along for the trek, either. Amanda is facilitating a session on Succession Planning and Superannuation for a group of Australian business owners. Helping people think about the future of their businesses is what she's passionate about - and we can only imagine how powerful that feels at 4,000 metres above sea level!

We're so excited to hear all about it when she's back. Stay tuned! 🌿

Photo credit: Trek Leader Sonia Wray of Sterling Fitness Trekking Adventures.

Big news for family businesses with trusts.Yesterday the High Court ruled against the ATO in the Bendel case - confirmin...
11/06/2026

Big news for family businesses with trusts.

Yesterday the High Court ruled against the ATO in the Bendel case - confirming that unpaid trust distributions to a bucket company are not loans under Division 7A. That's a position the ATO has held since 2009, gone.

What does that mean for your trust before 30 June? Swipe through our explainer.

Questions? Call us on (02) 9221 7777 - we're not just accountants, we're your dedicated business partner.

10/06/2026

Family trust under pressure? You're not alone.

The 2026 budget changes how trusts are taxed - and the planning window is now. Charley and Alex unpack what's changing and what to do about it.

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

Most people think accountants just do tax returns.Here's what a Tuesday actually looks like at WLM.We're not just accoun...
08/06/2026

Most people think accountants just do tax returns.

Here's what a Tuesday actually looks like at WLM.

We're not just accountants - we're in the room when it matters.

Get the help you need to sell your business in the most tax-efficient way possible! 🌟At WLM Accounting, we understand th...
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. 💼✨

20 years. One remarkable career. Today we're celebrating Tess on an incredible 20 years of service. The client relations...
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?

Address

Level 20, 56 Pitt Street
Sydney, NSW
2000

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+61292217777

Website

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