Oasis Wealth
Accessing
Smith and Koken’s expertise
Barbara
Smith and Ed Koken are ready to help you with these services:
Services
Oasis Wealth provides
Self
managed superannuation fund package
Welcome to Oasis Wealth
Oasis Wealth Pty Ltd Australian Financial
Services Licence No. 293770 is a privately owned business that offers its
clients individualised service tailored to suit their particular needs and
goals.
By
providing personal services, we intend to deliver financial services to give
you comfort and confidence in your financial goals.
All
advisers of Oasis Wealth Pty Ltd are compliant with industry standards.
For full
and frank advice about all of these tax, superannuation & retirement
planning needs contact Barbara Smith and Ed Koken.
Accessing Smith and Koken’s expertise
Barbara Smith and Ed Koken’s
expertise is available to assist people in establishing and managing their own
tax structures – including self 
managed superannuation funds and
self managed pensions and family trusts – and to work out tax effective
retirement strategies that maximise retirement income.
If you are
interested in self managed super to accumulate your retirement savings or to
pay your own self-funded income streams or
in tax strategies you can contact Barbara and Ed for a fee-based
consultation. Barbara and Ed are also
available to run superannuation, financial planning and retirement planning
seminars.
Barbara
Smith and Ed Koken are both qualified accountants, financial planners and
registered tax agents. They are the authors of numerous books on self managed
superannuation, financial planning, retirement planning, tax, social security
and superannuation.
Barbara Smith and Ed Koken are ready to help you with these services:
Fee
Based Advice on Tax saving strategies
Preparation
and lodgement of all types of tax and self managed super fund returns
Investment
and business structure advice
Superannuation
Planning
Establishing
a self managed superannuation fund
Advice
and compliance work for self managed superannuation funds
Retirement
planning and strategies
Self
managed super income stream establishment, advice and compliance work
Pre
and Post Retirement pensions
Tax
Strategies for retirement
Books-
Ed and Barbara have written numerous Books on Tax, Super & Financial
Planning
In-house
and public presentation of practical seminars and workshops on all of these issues
E-mail address
Web address
Office phone
(03) 9457 1016
Postal address
Ivanhoe
Your advisers
Barbara Smith
has over 19 years experience in the financial services industry and has been
advising clients for over 19 years. Barbara holds a Bachelor of Business
(Accounting), Master of Taxation Studies, Bachelor of Education, Master of
Business, Diploma of Education, Diploma of Financial Planning and is a
qualified Financial Planner. Barbara has
been a registered tax agent since 1981, is a Fellow of the National Tax and
Accountants’ Association (NTAA) and holds a Practicing Certificate issued by
the NTAA. She has written many technical books and articles for individual
investors and advisers, and has also conducted numerous workshops and seminars
to groups and the public and advisers on tax, superannuation, financial
planning and retirement planning.
Erdogan
(Ed) Koken has over 12 years experience in the financial services industry. He
holds a Bachelor of Science, Master of Science, PhD (Science), Master of
Business Administration, Master of Management Technology, Master of Business
(Accounting) and a Diploma of Financial Planning. Ed is a Certified Financial Planner and
registered tax agent and he has written many technical books for individual
investors and advisers on tax, superannuation, financial planning and
retirement planning.
Services Oasis Wealth provides
Oasis
Wealth provides the following services:
Financial
advice, including the implementation of financial strategies and the sourcing
and placement of investment products. Oasis Wealth Pty Ltd’s licence authorises
it, as the licensee to carry on a financial services business to:
provide financial product advice to
and dealing services including applying for, acquiring, varying or disposing of
financial products on behalf of retail and wholesale clients for the following
classes of financial products:
(i) Deposit and payment products limited to:
basic deposit products;
deposit products other than basic
deposit products;
(ii) Debentures, stocks or bonds issued or proposed to be issued by a
government;
(iii) Life products including:
investment life insurance products
as well as any products issued by a Registered Life Insurance Company that are
backed by one or more of its statutory funds; and
life risk insurance products as well
as any products issued by a Registered Life Insurance Company that are backed
by one or more of its statutory funds;
(iv) interests in managed investment schemes including:
(A) investor directed portfolio services;
(v) retirement savings accounts (‘RSA’) products (within the meaning of the
Retirement Savings
Account Act 1997);
(vi) securities; and
(vii) superannuation.
Oasis
Wealth is an independent boutique financial planning firm and has no obligation
or ownership ties to any product provider. Due to this flexibility, Oasis
Wealth can offer a wide range of advice, services and products to suit your
needs.
All advice
and dealing services provided to you by Oasis Wealth will be documented in a
Statement of Advice. Oasis Wealth will not usually provide advice over the
telephone or act on telephone instructions unless this can be supported by
written instructions.
Our books
We have written a number of books. Please see the following documents for more details.
Book list and order
form (July 2008)
Social Security and
Financial Planning Book (2008)
Our seminars
Barbara and Ed are available to run seminars to groups on a fee basis. Please contact us by phone or email for further details.
Self managed superannuation fund package
We have a self managed superannuation package that includes a trust deed and all related documentation.
Click here for further
information
Our Financial Services Guide
Last revised: 18 March 2009