Archives for March 2013

SMEs take out big business in all areas but one

March 27, 2013 By OBT Financial Group Gatton

The 2013 Australian Management Capability Index (ACMI) conducted in Australia turned up some interesting results when the highlighted findings were published this month by the Australian Institute of Management this month. The second national online survey was completed by nearly 500 chief executives, business owners… Read More >>

Adapting and responding to business change

March 18, 2013 By OBT Financial Group Gatton

Whoever said ‘change is the only constant’ probably didn’t realise how far-reaching that comment would resonate as we reiterate it now. So we found ourselves relating to Danny Davis’ recently published insights into how business owners should continue to adapt and respond to change so… Read More >>

Make, keep and grow it – why you need a Wealth Manager

March 1, 2013 By OBT Financial Group Gatton

In a world where ‘wealth management’ and ‘retirement strategy’ are now commonplace buzzwords, David Osborne recently wrote how today’s wealth managers (aka financial planners) do a lot more than select stocks and stare at computer monitors akin to the actors in Wall Street. To his… 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.