Build your financial security with OBT Financial Group – Lockyer Valley Business of the Year recipients and specialist financial advisers to individuals, business owners and farming families on accounting, tax, business advice and wealth planning for over 40 years.
OBT Financial Planning wins MLC EXPAND’s 2025 QLD Regional Business of the Year and welcomes new advisers to the team.
Building Your Financial Security with OBT
Specialising in accounting, tax strategies, business consulting and wealth creation, OBT’s team is dedicated to building your financial security.
Staying on Top of Important Trends in your Business
There are many things to juggle as a business owner, but setting aside time to examine the financial health of the business is a smart move. We recommend conducting a periodic ‘self-audit’ to track performance in five important areas.
TTR Pension Strategies
TTR pensions enable eligible individuals, typically those between the ages of 55 and 60, to access up to 10% of their TTR pension account balance each year, even if they continue to work. Here’s what you need to know.
Engaging a Virtual or Fractional CFO
Outsourcing is a common way to save overhead, and ‘remote work’ is increasingly accepted in business culture. This has led to more organisations engaging a CFO on a part-time or contract basis. What should you look for in an outsourced CFO?
Unlocking tax benefits before retiring from your business
In this article, we explore various options available for small business owners and delve into how timely tax planning can be leveraged to maximise wealth accumulation.
Compound interest vs simple interest
When it comes to managing your finances and making investments, understanding the definition of compound interest vs simple interest can make a huge difference.
Building and Accumulating Retirement Income
Retirement is a significant life milestone that requires careful planning and consideration. The process of building and accumulating funds that will sustain your desired standard of living during retirement is a central strategy.
The case for having business insurance — 5 reasons
Explore why having insurance should be given paramount importance, providing peace of mind and ensuring the long-term stability and success of your business.
Maximising Tax Efficiency
The Transition to Retirement (TTR) strategy offers a unique opportunity for individuals aged 55-plus to reduce their tax burden while still working part-time. In this article, we further explore the TTR strategy with practical steps to optimise its benefits with respect to tax and tax planning.
