If you work from home right now, remember to keep records and receipts for your home office expenses, along with a record of the hours you work from home. Keeping good records now will help to get your deductions right at tax time. The ATO has a PDF poster you can download to help understand what you can claim.
Read how being actively involved in how and where your super is invested, could make a real difference to your retirement savings over the long-term.
Anchoring is one of many behavioural heuristics or biases that can inhibit investor returns. Whether you are investing on your own behalf, or consult a financial advisor, we hope the examples and suggestions here help in your decision making process.
In Australia, economic growth in the September 2019 quarter remained weak with annual growth at 1.7% in the Autumn 2020 economic outlook.
One of the most important principles of investing is to ensure that you have a diversified portfolio. Read why.
We are so busy in our lives today. Decisions are made instantaneously, but knee-jerk reactions are often the wrong course of action. Taking the time to evaluate a situation can lead to a more informed decision and a better result in the long term.
Read why the decisions made during your ‘transition to retirement’ are life changing and how OBT’s Financial Planning team can help.
Did you know that superannuation fund members under the age of 25 and members with balances below $6,000 risk losing their insurance cover unless they actively opt in to retain their cover?
The trade war between the United States and China continued during the September 2019 quarter as the US imposed new tariffs on goods imported from China.
It is great pleasure to announce that OBT Financial Planner, Damon Zischke, has been shortlisted as a finalist in the 2019 Lonsdale Awards!