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.
We explore four common business “leaks”: margin compression, operational inefficiency, poor offer structure and cash flow pressure that can quietly reduce profitability as a business grows.
What Courage looks like in business
How to use financial insights to make courageous business decisions that drive long-term growth and profit.
Why Succession Planning should start sooner rather than later
Commonly, business owners delay succession planning until options narrow and business risk increases.
How to maximise the value of your business
What would happen to your business if you suddenly had to step away? Many owners delay succession planning until options, value and control have already started slipping away.
Why Businesses Become Dependent on One Person
When too much relies on one person, business growth slows and decision bottlenecks begin to form.
Important changes to director ID obligations
Director ID reporting requirements are changing from 1 July 2027. While there’s nothing new to lodge just yet, now is the time to check that your company and director details are accurate. A quick review today can help you avoid delays and compliance issues when the new ASIC reporting requirements commence.
Read what’s changing and what you should do now.
New client verification requirements from 1 July 2026
Learn how Australia’s new AML/CTF laws from 1 July 2026 may affect your dealings with OBT, including when client identity verification may be required.
Strengthening Accounts Payable
Practical ways to reduce errors, prevent fraud and improve financial discipline.
Before you pay that ‘ASIC’ invoice — read this
Received a suss ASIC-looking invoice demanding payment? Learn how to identify third-party company review notices and avoid unnecessary fees.
Budgeting that Drives Business Performance
Check out how well-prepared budgets help business owners manage finances, allocate resources wisely and stay on track to achieve business goals.
