IMPORTANT Income Tax Return Preparation Delayed Until August 2025

June 2, 2025 By OBT Financial Group Gatton & Esk

Important Notice: Income Tax Return Preparation Delayed Until August 2025

We wish to inform you that due to a scheduled system upgrade, OBT will not be able to begin preparing income tax returns until August 2025.

This upgrade is essential to enhance our efficiency and service quality moving forward.

In the meantime, we kindly ask that you begin submitting your 2025 tax information documents at your earliest convenience. Having your information on file will help us start work on your return promptly once the upgrade is complete.

You can send your documents via email, post or, if you prefer, drop them off in person.

Our team will be ready to assist you as soon as the upgrade is complete, and we appreciate your patience and understanding during this time and sincerely apologise for any inconvenience this may cause.

Please don’t hesitate to reach out to OBT in Gatton or Esk on 07 5462 2277 or via email at [email protected].

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.

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OBT Financial Group

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Important Notice: Income Tax Return Preparation Delayed Until August 2025

We wish to inform you that due to a scheduled system upgrade, OBT will not be able to begin preparing income tax returns until August 2025.

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Liability limited by a scheme approved under

Information we are required to Disclose to You as a Tax Agent and BAS Agent