Walcha
Kimberly Lisle
Partner
We are committed to helping businesses in the New England North West region reach their growth potential. We work hard to deliver solutions to help our clients develop their business and take great pride in seeing them achieve their goals.
Our expertise
Succession and transition
Whether you choose to secure your family's legacy, or exit the business, it's important to be prepared
Services
Advisory
Our expanding range of advisory services deliver solutions that support individual wealth and businesses at every stage of their lifecycle.
Tax
We offer the expertise to support the most complex of international transactions, and the care to help you navigate your personal tax obligations.
Propel your community
Investing in the future
We take our role in the Walcha community and the opportunity to support those in need very seriously.
Insights
Many Australians don't realise they may be able to access their super before they retire. In this article, Megan Mann explains how Transition to Retirement pensions work, the rules to be aware of, and why they can be a valuable planning tool in the years leading up to retirement.
Megan Mann
Partner
Tamworth, Walcha
Insights
For many farming families, passing the farm to the next generation isn't the hard part; it's ensuring Mum and Dad remain financially secure afterwards. This article explores how Centrelink gifting rules can affect Age Pension eligibility and why planning ahead may open up more options.
Megan Mann
Partner
Tamworth, Walcha
Insights
Why would anyone voluntarily take money out of super and put it straight back in? Megan Mann explains the strategy behind this seemingly backwards move and the tax and estate planning benefits it may create for the right person.
Megan Mann
Partner
Tamworth, Walcha
Contact
Walcha
12n Derby Street
Australia
PO Box 142
Australia