Build your financial security with OBT Financial Group – Lockyer Valley’s Business of the Year 2015 and specialist financial advisers to individuals, business owners and farming families on accounting, tax, business advice and wealth planning for over 30 years.
If you’re older and not where you want to be in the quest for a comfortable retirement, it’s not too late. Take a look at these 5 steps to take action.
OBT Financial Group celebrates 35 years
Happy FY20! Running a successful small business is no small feat these days. That’s why it was exciting to celebrate a midway milestone with morning tea in the office this month. Congratulations Rodney, Brett and the whole team on OBT turning 35 years young!
The private equity opportunity
The private equity universe is vast, differentiated by types of companies, investment strategies, and implementation options. Private investment vehicles differ markedly across these variables and, as with listed equity vehicles, it makes good sense to have more than one in your portfolio.
Barriers to women investing
Finding ways for women to unlock their financial power is a change that will not just benefit women, but society and the economy as a whole. Read the findings.
Winter economic outlook
The recent Federal election will have a major influence on the economy as will government spending in the future. Read why.
Superannuation tax hints
Superannuation is a very tax-effective vehicle to save for retirement. We outline some tips to help you maximise your super.
Tax tips and tax return hints
Find out if you’re entitled to the following tax offsets (rebates) and deductions for the year ended 30 June 2019.
Elder financial abuse
To help protect your older relatives, it’s important to understand that elder financial abuse can take many different forms and can be committed by a variety of people, including strangers, friends or even family members.
What the 2019 Federal Election means for you!
We’re not trying to recommend who you should vote for, but instead we believe that it is vital that our clients understand how they will be affected by the result of the Election.
Scammers adopt ‘Robocall’ to target taxpayers
The Australian Taxation Office is warning about the continuation of unprecedented numbers of pre-recorded phone calls experienced last year which impersonate legitimate tax office phone numbers. The latest scam is being initiated by robocall technology.
