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Tag Archives for: "tax"
Home » tax
 Super changes are coming
0
By Oak Financial
In Business, Education, Retirement, Super
Posted May 4, 2017

Super changes are coming

2 things you can do now While the government will reduce the amount of money you can put into super from 1 July 2017, the good news is that you could still take advantage of opportunities before [...]

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 What financial records do I need to keep?
0
By Oak Financial
In Uncategorized
Posted May 3, 2017

What financial records do I need to keep?

  Ever feel like you’re drowning in a sea of paper? Tame the paperwork today and reap the rewards tomorrow. Life can be complicated enough without all the administrative paperwork that [...]

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 Insurance in tax season
0
By Oak Financial
In Business, Insurance
Posted March 7, 2017

Insurance in tax season

With the end of financial year a few months away, have you considered if you may be able to claim any personal insurance premiums at tax time? For many people it can be very cost effective to [...]

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    Oak Financial Planning
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    This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information. Oak Financial Planning Pty Ltd ABN 78 126 751 335, trading as Oak Financial Planning is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited, Australian Financial Services Licence and Australian Credit Licence. 232706 (AFSL), 232706 (ACL) Copyright Oak Financial Planning 2017. View our Financial Services Credit and Advice Guide here. View our Privacy Policy here. In addition to many other products and services, clients of Oak Financial Planning have access to the Weinberg Private Managed Account investment suite. The Target Market Determination for each of the investments within this product set are listed here and the PDS can be found here. Please contact your Oak Financial Adviser for more information.