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.Many people don’t realise the greatest impact on their investment returns could in fact be their own behaviour. Here are four behavioural traps you should be aware of: 1. Making decisions during market volatility When you see markets up one day and down the next,… Read More >>
Archives for August 2016
Changes to age pension rules
Are you ready? Last year the Government legislated an increase to the assets test thresholds and the assets test taper rate from 1 January 2017. If you are retired or approaching retirement, these changes could have an impact on your retirement plans. Increase in the… Read More >>
Why a proper estate plan is so important
Your Will is a legal document that sets out directions for the administration and disposal of your assets after death. While most people are familiar with the concept of a Will, many are surprised to learn that a Will cannot automatically control the distribution of… Read More >>
Five big questions for AREIT investors
Investing in an Australian real estate investment trust (AREIT) is supposed to be boring. The aim is to receive stable distributions that turn up like clockwork, with low share price volatility to match the predictable returns. Over the past two years the sector has delivered… Read More >>
Timing your retirement
When – and how – should you retire? The answer to this question is never simple. We approach retirement armed with a lifetime of experience but at the same time we have no idea what to expect. Making the transition with confidence requires careful attention… Read More >>
Beyond Brexit
Brexit triggered volatility in markets, including a sharp depreciation of the British pound and dramatic falls in the share prices of British and European banks. However, we believe the probability of a major global systemic risk event due to Brexit is low in the short… Read More >>
OBT announces changes to Financial Planning business
We are happy to announce some changes to our Financial Planning business! Effective 25 July, 2016 we have moved our Australian Financial Services Licence authorisation from Western Pacific (AFSL 224662) to Lonsdale Financial Group (AFSL 246934). This change is a result of corporate changes within… Read More >>
ATO assistance for drought-affected taxpayers
If you are affected by drought, there is help available. The Australian Tax Office (ATO) is working with the Department of Agriculture and Water Resources, local, state and other federal government agencies to offer help and support to Australians who are experiencing hardship as a… Read More >>
Working with a Virtual Chief Financial Officer
Want different business results? Consider a mentor to guide you in the right direction The beginning of a new financial year is a common time for people to reconsider their approach to their business. With the help of a Virtual CFO, you can reduce your… Read More >>
Business Planning important component of business success
CCH’s survey of small businesses identified that business plans were one of the key requirements of small and medium enterprises. OBT has developed a range of services that business owners can use to develop business plans, without having to spend hundreds of hours creating from… Read More >>
