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 December 2014

Are you a farmer experiencing financial difficulties?

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Farm Household Allowance – support for farmers and rural communities Contact OBT Financial Group in Gatton on 5462 2277 for more information. You are strongly encouraged not to self-assess your eligiblity for any support measures, but to seek professional advice from us in the first… Read More >>

Back to basics natural approach for future business sale strategy

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Back to basics natural approach for future business sale strategy. Just as Anita Lyne makes it her business to nourish Gatton, Queensland with good food and wellbeing, so does OBT Financial Group make it theirs to ensure Anita’s business has all the right ingredients to run well.

Avoid or reduce CGT on selling your small business

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There are significant small business Capital Gains Tax (CGT) concessions on selling a small business that can help you eliminate or substantially reduce tax upon the disposal of business assets. Despite the great benefits that apply to small businesses, they are often referred to as… Read More >>

Are you ahead of Account-Based Pension changes?

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Previously we have looked at key Federal Government reforms impacting on the superannuation environment. One of these areas has been the changes to the ‘Deeming of Account-Based Pensions’ which will take effect from 1 January 2015. Here we take another look at what an Account-Based Pension is, the… 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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Google Rating
4.8
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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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