5 most common tax time mistakes
With Tax Time 2018 upon us, the ATO has prepared a guide of the five most common mistakes they see, as follows: leaving out some of...
Introducing... Harrison Clayton, Office Assistant
In this edition of our Getting to Know OakWealth series, we are pleased to introduce you to Harrison Clayton.
Our partnership with The Wealth Academy: Building financial awareness and knowhow in young people
Last year, OakWealth was approached by The Wealth Academy to help deliver programs to school students about money management. Headed by...
Introducing... Terence Leong, Wealth Adviser
We are thrilled to have recently welcomed new OakWealth Wealth Adviser, Terence Leong, to the team. In this edition of our Getting to...
Alert: Suburban scammers pushing illegal early access to super
The ATO has recently released an alert in relation to a new scam encouraging people to illegally access their super. They have advised...
Introducing… Steven Koo, Office Assistant
This month we welcomed Steven Koo as a member of our Office Assistant team. While many of you may already have met Steven over the years,...