Archives for February 2020

The Power of Price

February 24, 2020 By OBT Financial Group Gatton

Understanding how a customer or prospect VALUES your service is critical to getting pricing correct. This article details an approach to understanding value and various other important factors to grow the profitability of your business.

How to open new markets with fresh new products

February 10, 2020 By OBT Financial Group Gatton

Growing your business means more cash for you now plus a higher sale price in the future when you decide to eventually sell your business. We look at how to open new markets with fresh new products or services using 7 great strategies.

How to make your early stage business run more efficiently

February 3, 2020 By OBT Financial Group Gatton

As we kick-off the new year, the right technology can help you get new customers, upsell to existing ones, expand your offering and improve efficiency so you have time to focus on what matters. Here are some tips on the technology that will have an immediate effect on your business.

Which are you – a saver or investor?

February 2, 2020 By OBT Financial Group Gatton

Whether you are a saver or investor could make a major difference to your lifestyle in the long run. To determine if you are a saver or investor we look at the characteristics of each.

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.

Liability limited by a scheme approved under

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.