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.A highly experienced nurse, Mary has worked hard for decades and was looking forward to retiring. But she was forced to reassess her retirement goals when the pandemic upended her plans and placed a strain on her marriage.
Archives for October 2021
How to avoid the biggest investment mistakes
While investing isn’t brain surgery, you do need some level of knowledge and experience to make consistently good decisions. To help you on your path to success as an investor, we’ve outlined some of the most common and expensive investment mistakes, and how to avoid them.
Stapled super funds start November 2021
From 1 November 2021, if you have new employees start, you may have an extra step to take to comply with choice of fund rules if they don’t choose a super fund. You may soon need to request their ‘stapled super fund’ details from the ATO.
The quest for secure retirement income
The ‘bucket strategy’ has been a common way to help deal with retirement income risk. It works by managing the selling of assets at retirement, balancing the need for steady income and capital growth.
Which is best: Running, cycling or walking
Cycling, running and walking are good for personal health and none of them have a significant negative impact on the environment, both important topics for companies seeking more sustainability within and outside their organisation.
