OakWealth in Melbourne, Victoria, Australia | Accountant

OakWealth

Locality: Melbourne, Victoria, Australia

Phone: +61 3 9882 8288

Address: Suite G.01, 313 Canterbury Road, Canterbury 3126 Melbourne, VIC, Australia

Website: http://www.oakwealth.com.au

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25.01.2022 Do you own a small business? It's not too late to consider some tax planning before the end of financial year. Check out our latest post on just 5 things small businesses should think about before 30 June >> http://bit.do/OakWealth-Blog-SmallBusiness Know a small business owner? Share this with them to help them get ready for EOFY! ---... General Advice Warning: The advice on this site may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial advice prior to acting on this information. See more

25.01.2022 In case you missed it over on Instagram... here’s just a 20 second snippet of the beautiful scenery we got to experience on our summer getaway to the Great Ocean Road. Where did you go (or where are you) for the holidays?

22.01.2022 Would you consider retiring overseas? This article may be based on American facts and figures, but it sure is planting a few seeds of retirement wanderlust in our minds!

21.01.2022 A reminder that the 2016/2017 income year is the final year of the Temporary Budget Repair Levy. If you're in the top marginal tax bracket, this may affect you. Read more in this EOFY Alert and, as always, reach out to us if you have any questions.

20.01.2022 Have you met our new Associate Adviser? The low down on Terence is up on our blog!

20.01.2022 Our youngest client came in yesterday for her annual review. Its never too early to start on that road to financial freedom!

19.01.2022 He almost made it through the day without us spilling the beans... Happy Birthday to our Principal & Senior Adviser, Yihsing!

19.01.2022 Happy New Year! We are officially back on deck at OakWealth HQ and excited to work with you to reach your goals for 2019. See you soon! (Heres a little snap of the view from our home for the holidays on the Great Ocean Road.)

18.01.2022 Wondering what's been happening in the markets this week? Here's the Weekly Market Update by AMP Capital. As always, if you have questions, please do not hesitate to contact us on 03 9882 8288.

17.01.2022 Happy St. Patrick's Day May you be touched by a bit of Irish luck today!

17.01.2022 We are closed today for Melbourne Cup Day, re-opening at 9.00 am on Wednesday 8 November 2017. See you then!

16.01.2022 Happy Chinese New Year from the OakWealth team. Wishing you and your family happiness, good fortune and prosperity this year of the Rooster.

16.01.2022 Congratulations to Rete, who is sailing off into the sunset after four years of dedicated service to OakWealth. Here are a few photographs from her retirement dinner at the Melba Restaurant. While we are sad to bid her adieu, we congratulate Rete on her golden retirement! Read our e-toast to Rete here >> http://bit.do/OakWealth-Toast-to-Rete

15.01.2022 Check your inboxes - our monthly newsletter has just dropped!

15.01.2022 The OakWealth office is closed for the Good Friday and Easter Monday holidays. We will reopen at 9.00 am on Tuesday. We hope you enjoy the extra long weekend!

15.01.2022 Our youngest client came in yesterday for her annual review. It’s never too early to start on that road to financial freedom!

14.01.2022 Happy Easter! The OakWealth office will close this afternoon for the Easter public holidays and will re-open at 9.00 am on Tuesday. We hope you have a lovely long weekend!

13.01.2022 Seasons Greetings from your team at OakWealth!

13.01.2022 Tomorrow is the last day you can apply for OakWealth's sponsorship to Green SuperCamp Australia's senior camp during the April school holidays. Don't forget to get your application in at >> http://bit.do/OakWealthSponsorship Good luck!

11.01.2022 Are you ready for #EOFY? A good strategy to reduce tax payable is normally to accelerate any income tax deductions into the current income year as this will reduce your overall taxable income in the current year. Wondering what types of deductions you can claim? Register your interest on this form and we will email you a list of common claims made by individuals: https://forms.gle/Q1QqYSz48DE3ABTQ9

11.01.2022 In case you missed it over on Instagram... heres just a 20 second snippet of the beautiful scenery we got to experience on our summer getaway to the Great Ocean Road. Where did you go (or where are you) for the holidays?

10.01.2022 The OakWealth office is closed for the Anzac Day public holiday. We will reopen at 9.00 am on Wednesday. Lest We Forget.

10.01.2022 Scott Morrison's third budget is headlined by $140 billion in tax cuts over the next decade, immediate tax relief of up to $1,060 a year for middle-income households and a fundamental reform of the tax system. We provide a brief analysis of the budget on the OakWealth Blog. #federalbudget #auspol

10.01.2022 Here's the Weekly Market Update, sharing insight about the investment markets and key developments over the past week. As always, if you have questions, please do not hesitate to contact us on 03 9882 8288.

09.01.2022 Are you EOFY ready? With just one week to go, we've put together this post to help you out! Head over to the OakWealth Blog and check out our post on 10 Things to Consider Before the End of Financial Year >> http://bit.do/OakWealth-Blog-TaxPlanning If you find it helpful, do share it with your family and friends so they can get ready for 30 June too! ---... General Advice Warning: The advice on this site may not be suitable to you because it contains general advice that has not been tailored to your personal circumstances. Please seek personal financial advice prior to acting on this information. See more

09.01.2022 Yihsings annual Christmas message will be arriving in your inbox shortly. Check back here throughout the week to see video messages from the whole team!

09.01.2022 Just a couple more days to get your application in for our sponsored place at the Green SuperCamp Australia senior camp this April!

08.01.2022 Did you miss our recent tax update? From 1 July 2017, there is a new threshold for Capital Gains Withholding. Read about it on our blog:

08.01.2022 Our Office Assistant, Harrison, has finally sent through some photos from his study tour in China. Study has definitely changed from when we were in university!

07.01.2022 Have you been wondering what Rete has been up to since she retired earlier this year? We caught up with her recently and are delighted to share this first edition of Where in the World are Rete and Pete?

04.01.2022 Welcome to the new home of OakWealth, just a few minutes from the simply charming Maling Road! Like our new signage?

04.01.2022 Did you miss Budget Night? Here's a summary and some high level analysis for your reference. Note that these are proposals at this stage and not yet legislated. Overall, there is some good news for people looking to downsize their home or save for their first home. If you're in business, there's some tax savings to be had. Want to find out more about how you and your family and friends can benefit from the new budget measures? Just give us a call.

04.01.2022 We always enjoy our visits to Heathmont College and getting to work with their enthusiastic students on developing a strong foundation in finances and saving!

04.01.2022 Do you own a rental property? The 2016/17 financial year may be the last year you can claim a deduction for travel to a residential investment property. Read more on our blog.

04.01.2022 "For us, seeing a financial adviser was not only about planning for the future, but also about having the confidence that we had a plan in place and were going to be okay. It wasnt just about making a budget to make our money last, it was also about giving ourselves permission to spend the money we had budgeted to get the most out of our adventure." Meet Tristan, Cindy and Harper. Over the past few years, we have been working with them to achieve their goal of taking a gap y...ear from work and visiting all 50 US states. They've recently returned to Aussie soil and are on our blog sharing a bit about their amazing adventure and how speaking with us and making a financial plan helped them get there! Do you have an unusual goal? Perhaps you would like to do more travel but aren't sure whether you can afford it? Or are you hoping to cut back on your day job so you can focus on a side hustle? Book in a review and share with us your wildest dreams. You only live once so let's talk about how we can help you make them happen!

03.01.2022 OakWealth is thrilled to be sponsoring a place for one young person to attend the Green SuperCamp Australia senior camp during the April school holidays this year. Do you know someone who would benefit from the opportunity to improve their academic and life skills, all while having fun? Or would you like to attend the camp yourself? Accessing our sponsorship is REALLY EASY! Just follow the link below to tell Green SuperCamp why you want this opportunity for yourself or someone you know. Don't forget to include "OakWealth" in the 'how you heard about us' section so you can be considered for our sponsorship. It's that simple! Applications close on Friday, 10 February 2017. So, what are you waiting for? Get in and apply now so you don't miss out!

03.01.2022 The OakWealth office will be closed on Monday for the Queen's Birthday holiday. We will re-open at 9.00 am on Tuesday. We hope you have a lovely long weekend!

01.01.2022 The OakWealth office is closed for the Labour Day holiday. We will reopen at 9.00 am on Tuesday. We hope you are all enjoying the extra day off!

01.01.2022 Plan for abundance! We would love to share the how. Start with your complimentary review with OakWealth.

01.01.2022 Who are you barracking for this weekend? As proud Melbournians, we will be throwing our support behind the Richmond Tigers. Let's hope they can break their 37 year drought and bring home the Cup this year! Whoever you support, we hope you all have a lovely long weekend. We will be closed tomorrow for the AFL Grand Final Holiday, re-opening at 9.00 am on Monday 2 October 2017. See you then!