Build 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.
Have you nominated your children as beneficiaries to your super fund account? If so, you may have inadvertently exposed their super inheritance to future legal proceedings. Consider this scenario. Jane passes away at the age of 68 leaving a remaining super balance of $1,200,000. Her… Read More >>
Archives for March 2015
Preparing your mind for retirement with OBT
Bruce and Marianne had planned for their retirement about five years before Bruce was ready to leave his job as a school principal. Many of their friends were either retired or facing retirement and provided the couple with good examples of both what to do… Read More >>
OBT Feature Business, Simon Farms
David and Barbara Simon are directors of one of Lockyer Valley’s medium-sized vegetable growing businesses who say, “OBT listen to how we want to steer the business. It’s good that they’re interested in us and in how we’re going.” Read why.
SMSF essentials
Like other super funds, SMSFs are a way of saving for your retirement. Generally, the main difference between an SMSF and other types of funds is that members of an SMSF are the trustees. This means the trustees of the SMSF run it for their… Read More >>
Keeping up with regulatory change
Nine months have passed since the May 2014 Federal Budget. The Coalition Government’s budget reforms are moving slowly ahead, albeit with a number of compromises and modifications. Many changes are still outstanding while some reforms have been abandoned altogether as they had no chance of getting through the Senate…. Read More >>
