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    CONTACT US

    Head Office: Suite G.01

    313 Canterbury Road

    Canterbury  VIC  3126

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    By appointment, we can also meet with you via virtual options like Skype or GoToMeeting, or in person at locations in the Melbourne CBD, Mount Waverley and Southbank. 

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    (03) 9882 8288 | info@oakwealth.com.au

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    OakWealth is an FPA Professional Practice. Oak Wealth Solutions Pty Ltd is an Authorised Representative of GWM Adviser Services Ltd (AFSL 230692)

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    THE BLOG

    ATO audits continuing to target lifestyle assets

    February 21, 2020

    Our 2019 End of Year Client Seminar

    November 29, 2019

    Super guarantee opt-out for high income earners now law

    November 18, 2019

    "Outrageous" deductions rejected by the ATO

    September 16, 2019

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    Copyright © 2018 Oak Wealth Solutions Pty Ltd.  All rights reserved.  Yihsing Koo, Oak Wealth Solutions Pty Ltd (ACN: 143 070 946) ATF Oak Wealth Solutions Unit Trust (ABN: 657 966 722 37) and Oak Wealth Planning Pty Ltd (ACN: 158 930 422) ATF Oak Wealth Planning Unit Trust (ABN: 97 916 959 977) are Authorised Representatives of GWM Adviser Services Ltd (ABN: 96 002 071 749), Australian Financial Services Licensee, 105 - 153 Miller Street, North Sydney NSW 2060.

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    The Blog

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    OakWealth Community

    Don't wait to achieve your goals!

    May 30, 2019

    Hi there! We are Tristan, Cindy and Harper – a little family of three who recently returned from the adventure of a lifetime thanks in no small part to the OakWealth team.

    Almost a year ago to the day, we took extended leave from work and packed up our home in Toronto r...

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    Tax Alert

    Alert: Scammers impersonating ATO phone numbers

    May 22, 2019

    Keep vigilant! The ATO is warning that scammers are using 'Robocall' technology to target taxpayers across the country.

    Assistant Commissioner Gavin Siebert said: “Scammers are sending pre-recorded messages in record numbers and are manipulating caller identification so...

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    • Instagram-v051916

    ATO audits continuing to target lifestyle assets

    February 21, 2020

    Our 2019 End of Year Client Seminar

    November 29, 2019

    Super guarantee opt-out for high income earners now law

    November 18, 2019

    "Outrageous" deductions rejected by the ATO

    September 16, 2019

    ATO to put brakes on dodgy car claims

    August 21, 2019

    ATO's Lifestyle Assets Data Matching Program

    July 29, 2019

    Tax Alert: ATO targeting false laundry claims

    July 22, 2019

    EOFY Alert: Tax saving strategies prior to 1 July 2019

    June 21, 2019

    EOFY Small Business Alert: New rules for immediate write-offs

    June 19, 2019

    Smart Super Strategies for EOFY 2019

    June 14, 2019

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    Featured Posts

    A New Home for OakWealth

    October 15, 2018

    Welcome to the OakWealth Blog on Money and All Things Wealth

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    There is sufficient random rambling on the web today to last us generations! So when the idea of a blog was mooted, we wanted it to be one driven by o...

    Our 2019 End of Year Client Seminar

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