Archives for July 2023

The case for having business insurance — 5 reasons

July 24, 2023 By OBT Financial Group Gatton

Explore why having insurance should be given paramount importance, providing peace of mind and ensuring the long-term stability and success of your business.

Maximising Tax Efficiency

July 17, 2023 By OBT Financial Group Gatton

The Transition to Retirement (TTR) strategy offers a unique opportunity for individuals aged 55-plus to reduce their tax burden while still working part-time. In this article, we further explore the TTR strategy with practical steps to optimise its benefits with respect to tax and tax planning.

Reviewing Cost to Increase Cash and Drive Profits

July 10, 2023 By OBT Financial Group Gatton

All businesses should review their expenses periodically. Prudent expense management helps ensure that valuable cash resources are used wisely. No matter what the circumstances, here are some Best Practices for reviewing and managing expenses.

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.

Google Rating

4.8

OBT Financial Group

4.8

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