Archives for November 2014

OBT Financial Group’s 30th Anniversary Photos

November 25, 2014 By OBT Financial Group Gatton

Thanks to everyone who helped OBT celebrate this wonderful milestone. Directors Rodney Turner and Brett Garmeister gave moving speeches at OBT’s anniversary function held at Lockyer Valley Cultural Centre on 6 November 2014.

OBT feature business – Oasis Lawns Turf Supplies

November 13, 2014 By OBT Financial Group Gatton

OBT Financial Group were on hand when young and energetic farmers and entrepreneurs, brothers Jeremy and Nathan were looking for a business opportunity they could sink their teeth into.

To fix or not to fix – is that the question?

November 11, 2014 By OBT Financial Group Gatton

Australian borrowers have traditionally been somewhat reluctant users of fixed rate borrowing options. Even with rates at historic lows, 80% of new lending is still being drawn at variable rather than fixed rates. The Australian experience is quite unusual by international standards where fixed rate… Read More >>

Have we got your best contact details?

November 4, 2014 By OBT Financial Group Gatton

If it’s been some considerable time since you’ve opened or clicked on a link in one of OBT’s emails, could it be because you’ve moved on? Then again, according to ReturnPath.com, 30% of people change their email address annually, so there’s a chance we just don’t have… 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.

4.8

powered by

OBT Financial Group

4.8

powered by

         Posted on Google  
   
   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.
  
 
 
      Posted on Google  
   
   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.