Walshs | Walshs was established in 1991 and has grown to become one of South East Queensland's leading accounting and financial planning firms

Walshs

One of Queensland’s leading financial planning, accounting and lending firms for medical and private clients. Providing accounting, mortgage broking and strategic financial planning advice.

T: 61-7-3221 5677
Email: enquiries@walshs.com.au

Walshs
Level 24/10 Eagle Street, Brisbane QLD 4000

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Tag: financial planning SMSF

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End-Of-Year Work Parties: What Employers Need to Know
Walshs
Wednesday, 19 November 2025 / Published in Articles, Business, Walshs Blog

End-Of-Year Work Parties: What Employers Need to Know

The end-of-year party is a great way to thank your team for their efforts throughout the year. But while the festive season is about celebration, employers also need to keep an eye on the responsibilities that come with hosting staff events. From tax implications to legal obligations, there are a few key points to keep
Australian superannuation reformCPI indexation superdefined benefit pensions AustraliaDivision 296 taxfinancial planning SMSFhigh net worth retirementJim Chalmers super taxretirement tax strategySMSF tax planningsuper tax thresholdssuperannuation changes Australiasuperannuation earnings taxtax on large super balancesWalshs financial advicewealth management Australia
Michael Cooke case study
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Holiday Travel or Business Expense? Avoiding Tax Trouble
Walshs
Wednesday, 19 November 2025 / Published in Articles, Business, Walshs Blog

Holiday Travel or Business Expense? Avoiding Tax Trouble

It’s not unusual for work and leisure to overlap during the festive season. You might attend a client meeting while away on holiday or extend a business trip with some personal downtime. While this mix is common, it’s also an area the Australian Taxation Office (ATO) pays close attention to – especially when holiday travel
Australian superannuation reformCPI indexation superdefined benefit pensions AustraliaDivision 296 taxfinancial planning SMSFhigh net worth retirementJim Chalmers super taxretirement tax strategySMSF tax planningsuper tax thresholdssuperannuation changes Australiasuperannuation earnings taxtax on large super balancesWalshs financial advicewealth management Australia
Outdoors view of modern house
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Unlocking your property opportunity: New 10 per cent deposit home loan
Walshs
Wednesday, 19 November 2025 / Published in Articles, Business, Walshs Blog

Unlocking your property opportunity: New 10 per cent deposit home loan

At Walshs, we’re always looking for lending options that help our clients achieve their goals sooner and with greater clarity. A recent offering from one of our lenders may create new opportunities for those planning to purchase a home or investment property. Here’s what you need to know.   What’s on offer One of our
Australian superannuation reformCPI indexation superdefined benefit pensions AustraliaDivision 296 taxfinancial planning SMSFhigh net worth retirementJim Chalmers super taxretirement tax strategySMSF tax planningsuper tax thresholdssuperannuation changes Australiasuperannuation earnings taxtax on large super balancesWalshs financial advicewealth management Australia
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10 Common (But Uncommon!) Questions We Are Asked During Tax Meetings
Walshs
Thursday, 30 October 2025 / Published in Articles, Business, Walshs Blog

10 Common (But Uncommon!) Questions We Are Asked During Tax Meetings

Every year at Walshs Practice, we see the same “small but surprisingly complex” questions pop up in meetings with our medico clients. These questions might seem minor, but the answers can make a real difference to your refund and tax position. Below are ten of the most common (but uncommon!) tax questions we are asked
Australian superannuation reformCPI indexation superdefined benefit pensions AustraliaDivision 296 taxfinancial planning SMSFhigh net worth retirementJim Chalmers super taxretirement tax strategySMSF tax planningsuper tax thresholdssuperannuation changes Australiasuperannuation earnings taxtax on large super balancesWalshs financial advicewealth management Australia
Division 296 Updates: What high-balance superannuation members need to know
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Division 296 Updates: What high-balance superannuation members need to know
Walshs Internal
Friday, 17 October 2025 / Published in Articles, Business, Walshs Blog

Division 296 Updates: What high-balance superannuation members need to know

Significant changes have been announced to the Government’s proposed Division 296 tax on superannuation earnings, which will particularly affect individuals with super balances above $3 million. For many Australians who have built significant retirement savings—particularly through self-managed superannuation funds (SMSFs)—understanding these changes is essential. On 13 October 2024, Treasurer Jim Chalmers announced key adjustments aimed
Australian superannuation reformCPI indexation superdefined benefit pensions AustraliaDivision 296 taxfinancial planning SMSFhigh net worth retirementJim Chalmers super taxretirement tax strategySMSF tax planningsuper tax thresholdssuperannuation changes Australiasuperannuation earnings taxtax on large super balancesWalshs financial advicewealth management Australia

Recent Posts

  • RBA Interest Rate Rise: Is It Time to Review Your Home Loan?

    RBA Interest Rate Rise: Is It Time to Review Your Home Loan?

    With the Reserve Bank of Australia (RBA) increa...
  • Proposed Discretionary Trust Tax Changes: What You Need to Know

    Proposed Discretionary Trust Tax Changes: What You Need to Know

    The Federal Government has introduced proposed ...
  • From Brisbane to MIT: A Journey of Learning, Leadership and Innovation

    From Brisbane to MIT: A Journey of Learning, Leadership and Innovation

    Annabelle Clare, General Manager, Walshs  In Se...
  • TPD Insurance for Medical Professionals: Why Premiums Are Rising and What to Review

    TPD Insurance for Medical Professionals: Why Premiums Are Rising and What to Review

    For doctors and medical professionals, your abi...
  • Financial Wellbeing for Medical Professionals: Key Insights From the Latest PPS Mutual Research

    Financial Wellbeing for Medical Professionals: Key Insights From the Latest PPS Mutual Research

    Australia’s doctors, dentists and allied health...
Walshs

Trusted experts in your financial future since 1991.

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Phone(07) 3221 5677

Emailenquiries@walshs.com.au

Mortgage brokinglending@walshs.com.au

Fax(07) 3221 5744

Visit

OfficeLevel 24, 10 Eagle Street
Brisbane City QLD 4000

PostalGPO Box 12
Brisbane QLD 4001

AFR Top 100 Accounting Firms 2022-2025

Top 100Australian Financial Review Top 100 Accounting FirmsListed 2022, 2023, 2024 and 2025

Australian Financial Review
Top 100 Accounting Firms

Australian Accounting Awards 2025 Finalist - Boutique Firm of the Year

FinalistBoutique Firm of the Year (20 employees or more)Australian Accounting Awards 2025

Australian Accounting Awards 2025 Finalist - Multiservice Firm of the Year

FinalistMultiservice Firm of the YearAustralian Accounting Awards 2025

Australian Accounting Awards 2022 Winner - Accounting Support Staff of the Year

WinnerAccounting Support Staff of the YearAustralian Accounting Awards 2022

IFA Excellence Awards 2022 Winner - IFA Excellence Award Company

WinnerIFA Excellence Award – CompanyIFA Excellence Awards 2022

Cybercert SMB1001 Gold Level 3

Gold certifiedSMB1001 Gold Level 3 cyber securityCyber Security Certification Australia

Xero Platinum Partner

Platinum PartnerXeroCloud accounting software

Plus nine more Australian Accounting Awards and IFA finalist places since 2022

2024

Multiservice Firm of the YearAustralian Accounting Awards · Finalist

2023

Boutique Firm of the Year (20 employees or more)Australian Accounting Awards · Finalist

Wellness Program/Initiative of the YearAustralian Accounting Awards · Finalist

Partner of the YearAustralian Accounting Awards · Finalist

Wellness Program/Initiative of the YearIFA Excellence Awards · Finalist

2022

Boutique Firm of the Year (20 employees or more)Australian Accounting Awards · Finalist

Wellness Program/Initiative of the YearAustralian Accounting Awards · Finalist

Accounting Support Staff of the YearAustralian Accounting Awards · Finalist

Wellness Program/Initiative of the YearIFA Excellence Awards · Finalist

All advice on this site is general in nature and does not take into account your personal circumstances. Please do not hesitate to contact one of our adviser accountants or financial planning advisers if you have a query that is specific to your circumstances.

ABN 11 248 978 295 Walshs Financial Planning Pty Ltd AFSL 432636 · ABN 82 122 293 912 Corporate Authorised Representative No. 463774 of Walshs Finance Australian Credit Licence 459119 · Liability limited by a scheme approved under Professional Standards Legislation.

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If the time you would like is not available, please contact our office on<br>07 3221 5677.