T: +61-7-3221 5677 - Enquiries: enquiries@walshs.com.au - Mortgage Broking: lending@walshs.com.au

Walshs

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: high net worth retirement

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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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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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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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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 TAX and australian cash under a magnifying glass
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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

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

    The end-of-year party is a great way to thank y...
  • Michael Cooke case study

    Holiday Travel or Business Expense? Avoiding Tax Trouble

    It’s not unusual for work and leisure to overla...
  • Outdoors view of modern house

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

    At Walshs, we’re always looking for lending opt...
  • 10 Common (But Uncommon!) Questions We Are Asked During Tax Meetings

    Every year at Walshs Practice, we see the same ...
  • DIVISION 296 TAX and australian cash under a magnifying glass

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

    Significant changes have been announced to the ...

Contact

  • PHONE: 61-7-3221 5677
  • FACSIMILE: 61-7-3221 5744
  • EMAIL: enquiries@walshs.com.au
  • MORTGAGE BROKING: lending@walshs.com.au

Location

  • OFFICE: Level 24/10 Eagle Street, Brisbane City, QLD 4000
  • POSTAL ADDRESS: GPO Box 12, Brisbane QLD 4001
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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.
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If the time you would like is not available, please contact our office on<br>07 3221 5677.