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.
As accountants, we like our clients to think ahead… even on a 3 to 10-year timeframe. A major part of this is Succession Planning. Where Succession Planning is concerned, clarity brings opportunity… and the risks of “getting it wrong” can be significant.
Protecting Your Assets and Securing Your Future
Our article focuses on the importance of having a proper plan in place to protect business assets.
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.
Financial matters for the over 60s
Considering retirement and starting to plan the rest of your life? There are some important decisions you need to make. When you see your OBT financial adviser, you might be surprised to find we’re not always financial. These are some questions you might need to… Read More >>
Easing the journey into aged care
Whether you’re considering options for yourself, or deciding how best to help someone close to you, a transition into aged care is an emotional and life changing process. It’s a daunting move for anyone to make. On top of trying to figure out where to… Read More >>
Power of attorney – more than just a Will
Protect yourself and your family with a power of attorney If you have an accident or fall ill, you may need someone to make decisions on your behalf. A power of attorney is a legal document that allows you to nominate someone you trust to make… Read More >>
4 top estate planning tips
The most important tip is to have a Will, keep it up to date when circumstances require a change and make sure your family knows where it is kept. Marriage/Divorce If you get married, any pre-existing Will is revoked unless it is made in contemplation… Read More >>
Why do you need an executor?
An important part of making a Will is deciding who should act as the executor of your estate. An executor acts as your representative and will make sure that your wishes, as detailed in your Will, are followed. The job of an executor initially appears… Read More >>
Investing for children
One of the world’s leading investors and philanthropist, Warren Buffet once said, “A very rich person should leave his kids enough to do anything, but not enough to do nothing”. It’s only natural that every parent, regardless of their financial position, wants the best for… Read More >>
Nominated the kids as beneficiaries to your super?
Have you nominated your children as beneficiaries to your super fund account? If so, you may have inadvertently exposed their super inheritance to future legal proceedings. Consider this scenario. Jane passes away at the age of 68 leaving a remaining super balance of $1,200,000. Her… Read More >>
