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.
When Jodie and Aaron Werth had the opportunity to purchase local business Gatton Betta Home Living, read how OBT was on hand to help pre, during and post-purchase.
Archives for October 2019
Business Management Accounts
Working with an accountant who is also a specialist business advisor to provide specific management advice makes a lot of sense, yet only a few firms are qualified and confident enough to do so. Read why.
Management Buyout
Most businesses experience significant events such as acquisition, merger, liquidation, IPO, etc. A Management Buy-out (MBO) can be attractive to buyers and sellers who know each other well before the transaction. There are risks and careful planning is required. Our article explores these issues and why having a competent advisor is important.
OBT’s Damon Zischke named Lonsdale Future Leader Finalist
It is great pleasure to announce that OBT Financial Planner, Damon Zischke, has been shortlisted as a finalist in the 2019 Lonsdale Awards!
Sorry, but your biggest investing problem may be you
A vital ingredient to successful investing over the longer term is knowing yourself – and specifically knowing the mental traps you may fall into when making investment decisions. Here are a few of the more typical behavioural biases of investment decision-makers.
QLD Business Development Fund
The Business Development Fund
Helps to turn ideas into reality with co-investment in Queensland businesses at the forefront of commercialising ground-breaking research or innovations.
Why investing for retirement is different
If you’d like the peace of mind that comes with a guaranteed income for life, a lifetime annuity might be right for you.
Superannuation Guarantee amnesty proposed
The Assistant Treasurer and Minister for Housing announced the proposed Superannuation Guarantee Amnesty and re-introduced the associated legislation into Parliament.
