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.Understanding the RIGHT things to do in a business is of critical importance. Business solutions from our team can help prioritise where you should allocate your time for the biggest impact.
Archives for July 2019
Will you be comfortable with comfortable
If you’re older and not where you want to be in the quest for a comfortable retirement, it’s not too late. Take a look at these 5 steps to take action.
Tracking sales and revenue
Learn how to track sales opportunities so you can predict new revenue that may come into your business.
FY20 business planning
This article reminds us of the importance of planning
and describes a simple process for arriving at a robust plan
which will get you closer to your business goals.
OBT Financial Group celebrates 35 years
Happy FY20! Running a successful small business is no small feat these days. That’s why it was exciting to celebrate a midway milestone with morning tea in the office this month. Congratulations Rodney, Brett and the whole team on OBT turning 35 years young!
Employers, are you STP ready?
After a staggered rollout, Single Touch Payroll now requires all employers to transfer their payroll transaction data to the Tax Office each time employees are paid. Is your payroll geared to handle new reporting requirements?
Your business dashboard
We examine how to set and make use of Key Performance Indicators (KPI’s) to help run your business. Read why diligent preparation is important so that any actions you take will have a positive and immediate impact.
The private equity opportunity
The private equity universe is vast, differentiated by types of companies, investment strategies, and implementation options. Private investment vehicles differ markedly across these variables and, as with listed equity vehicles, it makes good sense to have more than one in your portfolio.
No tax deductions for unmet tax obligations
Don’t lose your tax deduction for your employee or contractor payments. Do lodge your BAS on time and lodge your STP events every time you pay wages and withhold the correct amounts from your payments to employees and subcontractors. Read why.
Barriers to women investing
Finding ways for women to unlock their financial power is a change that will not just benefit women, but society and the economy as a whole. Read the findings.
