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.
One of the most important principles of investing is to ensure that you have a diversified portfolio. Read why.
Managing the urge to switch investments
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.
Transition to retirement
Read why the decisions made during your ‘transition to retirement’ are life changing and how OBT’s Financial Planning team can help.
Further changes to insurance in super now law
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?
Economic outlook summer 2019
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.
OBT’s Damon Zischke named Lonsdale Future Leader Finalist
It is great pleasure to announce that OBT Financial Planner, Damon Zischke, has been shortlisted as a finalist in the 2019 Lonsdale Awards!
Sorry, but your biggest investing problem may be you
A vital ingredient to successful investing over the longer term is knowing yourself – and specifically knowing the mental traps you may fall into when making investment decisions. Here are a few of the more typical behavioural biases of investment decision-makers.
Why investing for retirement is different
If you’d like the peace of mind that comes with a guaranteed income for life, a lifetime annuity might be right for you.
Are you an investor or a speculator?
Many investors use a consistent, long-term strategy to build a more secure financial future through steady purchases of well-diversified investments. Most people would probably say they are investors, but the question is not so easily answered.
ATO Workshops for Small Business
Join the ATO to learn about tax for small business at free face to face tax workshops in Gatton run by ATO staff in September.
