Archives for August 2017

New ASIC email scam doing the rounds

August 24, 2017 By OBT Financial Group Gatton

There is a new email scam doing the rounds. It targets ASIC customers asking them to pay fees and give personal information to renew their business or company names. Here is an example of a scam email from 23 August 2017: If OBT acts as… Read More >>

The 150 year old baby

August 21, 2017 By OBT Financial Group Gatton

A topic that is currently being debated is the claim that the first person to live to 150 years of age has already been born. This “alternative fact” is, by its very nature, unprovable. Scientific studies can estimate the life expectancy of babies born today,… Read More >>

New super rules contain some good news

August 7, 2017 By OBT Financial Group Gatton

The 10 percent rule is history! 2017 superannuation changes provide new opportunities for you to finance the cost of your life insurance needs. This rule prevented employees making additional tax deductible contributions into superannuation, even though their additional contributions were within the concessional (tax deductible)… 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.

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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.

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   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.
  
 
 
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   James Windolf 
 
 
 
 Trustindex verifies that the original source of the review is Google.  They have helpful and quick staff
  
 
 
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   OBT Financial Group 
 
 
 
 Trustindex verifies that the original source of the review is Google.