The board game renaissance

29 December

The board game market is growing and growing, and there are some compelling reasons to play that go way beyond nostalgia. Over the past decade, the board game market has grown at a rather surprising rate. Valued at US$7.2bn in 2013, its estimated...[Read More]

How to do a daily digital detox

29 March

Australians spend more time scrolling than sleeping. Here’s how to take time to recharge yourself. Do you ever feel as if life is just speeding by and you’re running from one thing to the next, without time to pause and regroup? You’re not...[Read More]

Your brain is a supercomputer

25 October

The human brain is incredible, so we’re celebrating the extraordinary in what is often seen as ordinary, starting with the human brain. It’s capable of the most remarkable feats, even if we don’t recognise them when they’re happening. In...[Read More]

Will you be able to live the retirement lifestyle you want to?

25 October

Australians, on average, are living longer than ever, thanks to better health and medical advances. That means the longer you live, the more money you will need for your retirement. Whatever your plans, it’s vital you have a strategy in place so...[Read More]

Living the good life

27 September

With inflation rising and the cost-of-living soaring, many of us are looking at ways we can reduce our outgoings and live a little more prudently. Watch the cents and the dollars will take care of themselves, the old adage goes. And, with the cost...[Read More]

It’s green, but is it a good investment? Here’s how to know

27 September

Investment managers analyse green investments against a range of benchmarks, but it boils down to three things, says Regnan’s Maxime Le Floch. For professional investors ESG benchmarks are now integrated into regular decision making. For...[Read More]

OakWealth Federal Budget Update 2022

28 April

This year’s Federal Budget covers a range of measures aiming to reduce the pressure from increased costs of living and help more people into homes. Note: These changes are proposals only and may or may not be made law. Summary Personal...[Read More]

Your Invitation to WealthBeing #9: “Trust your instinct” – In conversation with Sir Frank Lowy AC

19 November

Welcome back to the WealthBeing series, where we aim to bring you quality opportunities to further your knowledge of the world of finance and investment and connect you to great content on lifestyle and general wellbeing. In this instalment of...[Read More]

Alert: JobKeeper Payment Phone Scam

18 May

Keep vigilant! The ATO is warning that it is receiving reports of scammers pretending to be from the ATO calling members of the public and asking them to provide their bank account details. The scammers are telling them that their employer has...[Read More]

ATO announces short cut method for claiming home office running costs

20 April

The ATO has announced a temporary simplified short cut method to make it easier for individual taxpayers to claim deductions for additional running expenses incurred (e.g., additional heating, cooling and lighting costs) as a result of working from...[Read More]

Stimulus package – What does this mean for you?

25 March

Over the weekend, the Government announced the Coronavirus stimulus relief package to support Australians and the economy weather through the financial impacts from COVID-19. You can read about the announced measures here. We are considering the...[Read More]

ATO audits continuing to target lifestyle assets

21 February

The ATO has revealed it will request a further five years’ worth of policy information from over 30 insurance companies about taxpayers who own marine vessels, thoroughbred horses, fine art, high-value motor vehicles and aircraft. Insurers...[Read More]

Our 2019 End of Year Client Seminar

29 November

It is always a pleasure to be able to catch up with our clients before the hustle and bustle of the holiday season. Thank you to everyone who joined us for our end of year client seminar this year, as well as to Bob Cunneen (MLC) and Troy Palmer...[Read More]

ATO to put brakes on dodgy car claims

21 August

The ATO has advised work-related car expenses will be a key focus again this tax season. Assistant Commissioner Karen Foat said over 3.6 million people made a work-related car expense claim in the 2017/18 financial year and this amount to more...[Read More]

ATO’s Lifestyle Assets Data Matching Program

29 July

The ATO has released details of their "Lifestyle assets 2013-14 and 2014-15 financial years data matching program protocol". They will obtain information on insurance policies for certain classes of assets, including marine vessels, enthusiast...[Read More]