News Update

OakWealth Federal Budget Update 2022
Blog Federal Budget Money and Life
April 28, 2022
Your Invitation to WealthBeing #9: “Trust your instinct” – In conversation with Sir Frank Lowy AC
Blog Lifestyle Money and Life
November 19, 2021
Alert: JobKeeper Payment Phone Scam
Blog Tax
May 18, 2020
ATO announces short cut method for claiming home office running costs
Blog Tax
April 20, 2020
Stimulus package – What does this mean for you?
Blog Cashflow Federal Budget Investment
March 25, 2020
ATO audits continuing to target lifestyle assets
Blog Tax
February 21, 2020
Our 2019 End of Year Client Seminar
Blog
November 29, 2019
ATO to put brakes on dodgy car claims
Blog Tax
August 21, 2019
ATO’s Lifestyle Assets Data Matching Program
Blog Lifestyle Tax
July 29, 2019
Tax Alert: ATO targeting false laundry claims
Blog Tax
July 22, 2019
EOFY Alert: Tax saving strategies prior to 1 July 2019
Blog Tax
June 21, 2019
EOFY Small Business Alert: New rules for immediate write-offs
Blog Tax
June 19, 2019
Smart Super Strategies for EOFY 2019
Blog Investment Money and Life Tax
June 14, 2019
Tax Alert: ATO to target small business black economy
Blog Business Tax
April 22, 2019
Tax Alert: ATO continuing to focus on the cash economy
Blog Business Tax
April 8, 2019

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Disclosure Statement: Yihsing Koo and Oak Wealth Solutions Pty Ltd (ACN: 143 070 946) ATF Oak Wealth Solutions Unit Trust (ABN: 657 966 722 37) are Authorised Representative(s) of Consultum Financial Advisers Pty Ltd (ABN 65 006 373 995), AFSL number 230323, an Australian Financial Services Licensee, with offices at Level 6, 161 Collins Street, Melbourne VIC 3000. General Advice Warning: Any advice or information in this publication is of a general nature only and has not taken into account your personal objectives, financial situation and needs. Because of that, before acting on the advice, you should consider its appropriateness to you, having regard to your personal objectives, financial situation and needs. Before making a decision to acquire a financial product, you should obtain and read the Product Disclosure Statement (PDS) relating to that product, and to seek appropriate advice. Past performance is not a reliable guide to future returns. The information in this publication reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue. In some cases, the information has been provided to us by third parties. While it is believed the information is accurate and reliable, this is not guaranteed in any way. Opinions constitute our judgement at the time of issue and are subject to change. Neither the Licensee, nor their employees or directors give any warranty of accuracy, nor accept any responsibility for errors or omissions in this publication. Members of the IOOF group of companies (IOOF Group), associated employees or agents may have an interest in or receive monetary or other benefits from the financial products and services mentioned in this publication. The Licensee is part of the IOOF Group, and we may recommend financial products issued by companies within the IOOF Group.