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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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    Ready to start your journey to
    wealth and abundance? 

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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
    News

    OakWealth is proud to be a sponsor of Green SuperCamp Australia!

    July 23, 2017

     

    Established in 1982, SuperCamp is the original academic and life skills camp. It was the first camp of its kind in the United States, and has since expanded to Europe, Asia and now Australia to become the trusted worldwide leader in enhancing academic, leadership, communication and relationship skills for students. Using proven research from the fields of education, neuroscience, cognitive and behavioural psychology, and adolescent development, SuperCamp creates a positive and engaging learning environment for young people who go on to achieve results, time and time again. 


    We are passionate supporters of the SuperCamp, having watched our own children grow as individuals as a result of the experience each year. It is always a wonderful car trip home after camp, hearing about how inspired they both are to continue to work on their newly expanded skill set. Equally as exciting is listening to them share stories about their new network of friends from around Australia, a peer group of fellow SuperCamp graduates with the same go-getter, can-do attitude. 

     

    We wanted to help spread the SuperCamp love so, earlier this year, we announced that OakWealth would be sponsoring a place for one young person to attend Green SuperCamp Australia's Senior Camp during the April school holidays. We were delighted to receive an email last week with this thank you video created by Ashlee Arnold, one of this year's campers:

     

     

    It was wonderful to be able to hear first hand about the positive difference SuperCamp is making to the lives of these young adults.

     

    We are looking forward to continuing to support the Green SuperCamp program and invite you to join us. If you would like to contribute to the development of the next generation - into confident, engaged, passionate, can-do young people, armed with leading edge academic, leadership, communication and relationship skills – let us know. The OakWealth contribution is a financial one and goes towards a young person needing access to the program who would otherwise not be able to afford the camp fee. Contact us if you would like to participate and we will keep you posted on the details.

     

    If you would like to find out more about Green SuperCamp Australia, click here to head over to their site.

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