Gatton and Esk: 07 5462 2277
Email: [email protected]

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OBT Financial Group

Building Your Financial Security

OBT sloganBuild your financial security with OBT Financial Group – Lockyer Valley Business of the Year recipients and specialist financial advisers to individuals, business owners and farming families on accounting, tax, business advice and wealth planning for over 40 years.

Archives for August 2013

How long can you afford not to work?

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People in small business today, especially start-up business owners, often struggle to balance work and family pressures. A typical scenario involves starting work early in the day, finishing late, spending dinner with family or relationship partner and then working late into the night to complete accounts, pay… Read More >>

How are you managing your business risks?

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There are many sources of business risk. When starting your business it is important you understand there are certain risk events you can control and other events you can’t. Changes in government legislation or adverse weather conditions (drought, flood, cyclone, etc.) are examples of risk events outside your… Read More >>

Want more from your MYOB or Quickbooks accounting package? OBT shows you how this September

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OBT is pleased to offer our computer-based clients in-house expert training sessions on MYOB and QuickBooks in September 2013 in our Gatton boardroom. But you’ll need to get in fast as places are limited! You will have the opportunity to take part in small, personal… Read More >>

OBT’s Top 3 tips to make your cash flow forecast as accurate as possible

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Preparing for unpredictability when it comes to your cash flow will make your business even stronger. Formal cash flow forecasting is common practice for conscientious business owners as it’s a great way to budget each financial year. However, developing a forecast can be more complex… Read More >>

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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.
  • OBT Financial Gatton
  • 20 William Street,
  • Gatton,
  • Qld 4343
  • Postal:PO BOX 105
  • ph: 07 5462 2277
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OBT Financial Group
4.8
 
 
 
  
 
 
 
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The accountants and financial planners at OBT Financial Group are true professionals. Highly recommended.
  
 
 
  
 
 
 
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They have helpful and quick staff
  
 
 
  
 
 
 
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