‘Sustainable Investing’ is one of many terms that describes the consideration of non-financial factors in investment decision making. Also known as ‘socially responsible investing’ or ‘ethical investing’, ESG investing brings a focus to environmental, social and governance factors when considering different investments. ESG continues to gain traction as a popular investment option among investors, and
We are proud to announce that Walshs has recently gained another incredible accolade having been named the winner in the category of ‘Self-Licenced Firm of the Year’ at the recent IFA Excellence Awards held on the 16th November in Sydney. These awards celebrate the best and brightest in the financial services industry nationally and we are thrilled to be
Being a Junior doctor can mean you’re income is spread thin across training fees, relocation costs and exams fees making it hard to save for a home. And with most banks requiring a 20% deposit to avoid the pricey Lender’s Mortgage Insurance (LMI), the hope of homeownership for many aspiring doctors is often a distant
When it comes to financial planning, it’s important to find the right partner who will help you achieve your goals. Walshs’ team of financial planners in Brisbane work with individuals across Australia. We have grown our knowledge and processes across more than 30 years of working with individuals just like you. Our team follows several
With a kick-butt deposit in your coffers and strong self-employed income as a specialist medical consultant, getting a home loan should be a cinch, right? Wrong! If you’re transitioning from a hospital-employed intern to a self-employed doctor, whether that be in your own private practice or as a contracting consultant, you’ll still have to show
As a dentist, you’re in a unique position when it comes to securing a home loan. Banks and other lenders view dentists as low-risk borrowers, which means you can often qualify for more favourable loan terms than other professionals. Whether you’re looking to purchase your first home or upgrade to a larger one, or even
On the evening of Tuesday 25 October 2022, Australia’s Treasurer, Jim Chalmers, delivered the nation’s 2022-23 Budget, Labor’s first since taking office earlier this year. While the Budget features a couple of key proposals aimed at providing cost-of-living relief for young families, it had a fairly light touch in the areas of taxation, superannuation and
When it comes to medical accounting, medical practices have unique concerns and needs. Here, we detail five ways to help keep your practice’s accounts healthy. First, hire a bookkeeper to help keep your medical accounting on track. Second, regularly review your internal accounts procedures. Third, invest in good medical accounting software. Fourth, use accounting data
Balancing the books is a crucial part of running a successful business and an important part of this is ensuring you meet ATO deadlines for compliance lodgements. The Australian Taxation Office (ATO) provides ‘Key Dates’ for all of the compliance lodgements. However, these deadlines can easily be overlooked by busy business owners which can create
Wealth management for doctors can be a challenge. You have so much on your plate, that your own financial management may well be the last thing on your mind. It can be easy to let things like your personal finances fall by the wayside when you’re busy looking after patients, but it’s important to remember
