Archives for February 2013

Finding lost or ATO-held superannuation deadline

February 19, 2013 By OBT Financial Group Gatton

Claim it or lose it puts frighteners on lost or unclaimed super members. The Australian Taxation Office is likely to receive a massive windfall after recent changes allow it to hold untouched super accounts with balances of up to $2,000. Previously it could receive super… Read More >>

OBT and Alyssa’s Everest conquest

February 4, 2013 By OBT Financial Group Gatton

We were thrilled to receive word from Alyssa Azar so soon in the New Year. As you know, we are supporting Alyssa’s efforts to become the youngest female and youngest Australian to scale Mt Everest – a goal she hopes to achieve in 2014. Alyssa… Read More >>

Changing accountants made easy

February 1, 2013 By OBT Financial Group Gatton

Changing your accountant may seem like an unnecessary stress you’d rather avoid, especially at this time of year. Perhaps you justify staying with your current firm because you’ve always been with them. Or convince yourself that changing is too much hassle – even with an… 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.

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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.