Archives for October 2012

Wealth Protection Matters

October 23, 2012 By OBT Financial Group Gatton

Personal insurance is the most practical way to protect the assets you have worked hard to build. None of us like to think that we will experience an ‘insurance event’, but accidents, illness and death are unfortunate parts of life. If you hold personal insurance,… Read More >>

LAFHA tax treatment changes

October 22, 2012 By OBT Financial Group Gatton

Original reforms were to remove the Living Away From Home Allowance (LAFHA) from the FBT regime completely and bring LAFHA into the Income Tax Regime, but a back-flip has happened on this change. The end result is that the current regime will continue but with significant changes,… Read More >>

Embrace superannuation to secure your future

October 12, 2012 By OBT Financial Group Gatton

Today we share with you the services we provide when it comes to dealing with superannuation. We are happy to make this process as smooth and simple as possible!

Dedicated to helping you sustain and build your business, and protect your wealth

October 8, 2012 By OBT Financial Group Gatton

Lockyer and Brisbane Valley businesses owners, thank you for letting OBT Financial Group in your businesses during September. If we didn’t get to meet you for whatever reason, please download a copy of our free brochure below or contact our friendly team on 07 5462… Read More >>

Because of the in-depth way in which we work with business owners, we only take on a select number of clients allowing us to concentrate on the following six business conditions:

Increasing your profitability
Improving your cash flow
Focusing on growth
Protecting both personal and business assets
Preparing your business for succession or sale, and
Wealth creation for your retirement

Call us to see how OBT Financial Group can help your business. Or, to find out more about how OBT helps businesses, read our client case studies and our client testimonials.

Liability limited by a scheme approved under

Information we are required to Disclose to You as a Tax Agent and BAS Agent

Our work for you is performed in accordance with the Tax Agent Services Act 2009. Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you:

Matters that could significantly influence your decision to engage us (or continue to engage us) for a Tax Agent Service from 1 July 2025 onward include the following:
- None Applicable
The Tax Practitioner’s Board maintains a register of Tax Agents and BAS Agents. You can access and search this register here:
https://www.tpb.gov.au/public-register
If you have a complaint about our Tax Agent and/or BAS Agent services, you will need to contact your Accountant in the first instance with details by email. If they are unable to resolve your complaint within 3 business days, please email Brett Garmeister (Director). Your complaint will be investigated by Brett or a staff member who is not involved in the subject matter of the dispute where possible. We will provide you with email acknowledgement of receipt of your complaint and our understanding of the circumstances. The email will inform you that we will attempt to resolve your complaint within 14 days and will outline the dispute resolution process. If you are unhappy with the outcome that we propose to you, you can then make a complaint to the Tax Practitioners Board (TPB) using the link listed above. The TPB will send you an email to acknowledge the receipt of your complaint and review and risk assess your complaint. If you are unhappy with how the TPB has dealt with your complaint, the above link includes details about your review rights and who can further assist you.

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   MusikMaker93 
 
 
 
 Trustindex verifies that the original source of the review is Google.  The accountants and financial planners at OBT Financial Group are true professionals. Highly recommended.
  
 
 
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   James Windolf 
 
 
 
 Trustindex verifies that the original source of the review is Google.  They have helpful and quick staff
  
 
 
      Posted on Google  
   
   OBT Financial Group 
 
 
 
 Trustindex verifies that the original source of the review is Google.