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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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    ARE YOU READY TO START?

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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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    Terms and Conditions | General Advice Warning | Privacy Policy

    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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    Recent Posts

    A New Home for OakWealth

    October 15, 2018

    Welcome to the OakWealth Blog on Money and All Things Wealth

    September 26, 2016

    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

    November 29, 2019

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    Featured Posts
    Tax Planning
    2016/2017 EOFY Alert

    2016/17 EOFY Alert: Temporary Budget Repair Levy

    June 15, 2017

     

    A reminder that the 2016/2017 income year is the final year of the Temporary Budget Repair Levy, which is an additional 2% on top of the top marginal rate for individuals with taxable income over $180,000. From 1 July 2017, the highest marginal rate of taxation is 47% (being the 45% marginal rate plus 2% Medicare levy). This also applies for Fringe Benefits Tax. Good to know for tax planning.

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