Walshs

🚨Proposed update for discretionary trusts!

The Federal Government has released draft legislation regarding the proposed changes to discretionary trusts.

Importantly, these changes are not yet law and remain subject to consultation and legislation.

In our latest update, we outline what the proposed fixed distribution election may mean for small businesses operating through discretionary trusts, and why careful planning will be important once the final rules are confirmed.

Read the full update on our website via this link:
https://walshs.com.au/proposed-update-for-discretionary-trusts/?aiEnableCheckShortcode=true

A great few days on the road for Luke Mackie and Louis Hughes, visiting JCU medical students across Mackay, Townsville and Cairns in August! 🩺

It was fantastic to connect with students across each clinical school and share practical financial insights to support them as they progress through their medical careers.

A big thank you to for having us - we’ll be back in October for another round of visits! 👏

A wonderful evening celebrating 51 years of Papua New Guinea’s Independence.
Walshs’ Michael, Stuard and Tim attended the PNG Pre-Independence Celebration at Queensland Parliament House, joining members of the community and local leaders to celebrate PNG’s rich culture and the strong relationship between Papua New Guinea and Australia.

A highlight of the evening was the opportunity to meet Queensland Premier .

Thank you to the organisers for a fantastic evening of culture, connection and celebration!

AI can be a helpful tool for research - but when it comes to your financial future, personalised advice matters. 💡

In our latest blog, we explore the risks of relying on ChatGPT and AI for financial advice, where AI can be useful, and why professional guidance remains essential.

Read more via the link in bio. 👇

https://walshs.com.au/the-risks-of-using-chatgpt-and-ai-for-financial-advice/

Congratulations to all the 2026 AOA and AORA ASM Bursary recipients! 👏

Walshs is proud to support this initiative alongside our BNN partners, and we look forward to seeing the successful recipients in Cairns this October.

Congratulations to all the 2026 AOA and AORA ASM Bursary recipients who will attend either the AORA ASM or AOA ASM in October in Cairns.

All bursary recipients will receive complimentary registration, with selected recipients also receiving support towards flights and accommodation.

Nealy 100 applications were received with a final total of 30 successful recipients across seven bursaries including:
- AOA AIDA ASM Bursary
- AOA Trainee ASM Bursary
- AOA AORA ASM Bursary
- BNN AORA ASM Bursary
- Bongiorno Group AORA ASM Bursary
- AOA OWL ASM Bursary
- AOA Rural and Remote ASM Bursary

A list of all the bursary recipients can be found on the AOA website. Find out more and register for the 2026 AOA ASM at aoa.org.au/asm26

To find out more about each bursary, visit the webpage: https://aoa.org.au/aoa-about/member-services/2025-asm-bursaries

Walshs Bartons Chartered Accountants Wealth Advisors Smith Coffey Financial Management

Great to see Matilda Coombes and Merin Wilson representing Walshs at the University of Queensland Business Association () Corporate Connections event last week! 🎓

👏 A fantastic evening connecting with students, sharing experiences and supporting the next generation of professionals.

Thank you to UQBA for having us - we’re proud to continue supporting your events and members. 🤝

🎉 Celebrating our Q4 Promotions!

We’re pleased to recognise the hard work, development and dedication of our team members who have recently stepped into new roles across Walshs.
These promotions reflect the contribution each person continues to make to their teams, our clients and the broader Walshs business.

Congratulations to:

Client Manager & Pod Leader
👏 Chloe Miller

Assistant Client Manager
👏 Murray Reiha

Associates
👏 Ben Knoblanche
👏 Kaitlin Brock
👏 Tyson Rech

Senior Accountants
👏 Bailey Coghill
👏 Quynh Bui

Intermediate Accountants
👏 Kang Phan
👏 Nehal Sharma

A big congratulations to everyone on these well-deserved promotions. We’re proud to see our people continuing to grow their careers at Walshs and look forward to seeing what they achieve in their new roles. 👏

It was great to have Daniel James representing Walshs at the 2026 AOA QLD Branch ASM in Noosa! 👏

Daniel presented on Wealth wellbeing: should the Federal Budget change your financial strategy?”, sharing practical insights with the next generation of orthopaedic surgeons.

A big thank you to the Australian Orthopaedic Association for having us involved in another fantastic event.