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.
For many, the market volatility of 2020 has been difficult to navigate. Some people only realised that they had too much exposure to risk in their investment portfolio after markets fell dramatically.
Economic Outlook Summer 2020
Looking ahead, there has been a recovery in business conditions and confidence. Conversely, retail sales weakened in late September as households reduced their spending with the tapering of the JobKeeper program from October onwards.
Transitioning to retirement
If you are over 55 (and have reached your preservation age) the Australian Government has made it possible for you to access your super as a non-commutable income stream while you are still working. Read how.
Staying on track for retirement
Regularly checking in on your retirement plan is always a sensible strategy. Keeping track of your finances becomes even more important in times of economic uncertainty. Given the changes we’ve seen due to Coronavirus, now is a good time to take a look at your retirement income plan with fresh eyes. We’ve put together a list of resources to help you.
What can retirees do about longevity risk?
When life starts to wind down, read how retirees can have cash flows for all the essentials that they need and can take comfort in the knowledge that they are able to enjoy life on their terms.
Using diversification to combat risk
One of the most important principles of investing is to ensure that you have a diversified portfolio. Read why.
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.
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.
Will you be comfortable with comfortable
If you’re older and not where you want to be in the quest for a comfortable retirement, it’s not too late. Take a look at these 5 steps to take action.
Bulk ABN cancellations set to continue
The ATO will carry on with its bulk ABN cancellation program in a bid to stamp out inactive ABNs, as the government continues to mull reforming the system.
