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.
While investing isn’t brain surgery, you do need some level of knowledge and experience to make consistently good decisions. To help you on your path to success as an investor, we’ve outlined some of the most common and expensive investment mistakes, and how to avoid them.
How to help your parents and still save for retirement
If you’ve now found yourself with parents you need to help, you may be wondering how this will affect your own retirement plans. So, here’s a few things you can do to help both you and your parents improve your chances of retiring comfortably.
What Is Your Business Worth? And Why It Matters
Building a business can be a long, challenging process. One way to assess how you are doing is to VALUE your business… and then try to grow that valuation.
2021/22 Federal Budget
Our team is available to assist you to capitalise on any of the Budget measures or minimise your risk. As always, the detail is important so please let us know if we can assist. We’ll keep you up to date as the detail of these measures comes to hand.
3 trends driving real estate investments in a post-pandemic economy
Office real estate is undergoing a fundamental shift, while COVID-19 has accelerated a number of global real estate investment trends, including the continued growth of e-commerce and falling home ownership. However, new trends have also emerged, in particular, the decentralisation of work.
Active asset allocation
Normally you wouldn’t draw many similarities between a nutritionist, a balanced diet and a fund manager. However, we have some food for thought.
Investment options in retirement explained
Getting the balance right between a safe spending rate and having enough income to enjoy retirement takes some careful planning. Investing for a reasonable return is one approach to helping your savings go the distance.
Fight the flight when investing
It is absolutely important that investors avoid emotional, panicked decision making. Investors who panic sell run the risk of selling low and crystallising losses in their portfolios. Read why.
$150,000 instant asset write-off extended
Farmers have applauded the federal government’s decision to extend its $150,000 instant asset investment write-off offer until December after many businesses highlighted the previous deadline was too short to make practical use of the incentive.
Investment strategies for your super
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.
