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.
With the end of financial year approaching quickly, NOW is the time to discuss with us the actions you can take before 30 June 2022 to reduce your tax and grow your wealth.
December 2021 quarter economic review
December 2021 quarter economic review in OBT’s Autumn 2022 outlook. If you have any questions or would like to discuss this further, please speak to your Financial Adviser.
Disaster Recovery Allowance — Income Support
The Disaster Recovery Allowance (DRA) is a short term payment to help you if a disaster directly affects your income. You have until 3 September 2022 to make a claim.
Managing the financial impacts of a mid-life crisis
Financially speaking, if you or a loved one are actually going through something that resembles a mid-life crisis, you probably have fewer reasons to chuckle.
September 2021 quarter economic review
The COVID-19 pandemic remains a major feature on the global stage, although with growing vaccination rates and declining cases, the focus for the world’s economies has shifted to China and inflation.
10 Obstacles to Investing
Even though the investment principles we run on are simple, they aren’t always easy to understand and accept. Here are some of the objections we commonly encounter.
The quest for secure retirement income
The ‘bucket strategy’ has been a common way to help deal with retirement income risk. It works by managing the selling of assets at retirement, balancing the need for steady income and capital growth.
Fixed income: Top 10 things you should know
Fixed income – also known as bonds and credit – is a commonly used type of debt investment. It is a type of ‘asset class’, meaning a category of asset into which an investor can invest. Here are the top 10 things you should know.
Economic outlook March 2021
The COVID-19 pandemic remains a major feature on the global stage, but indicators suggest that there is economic expansion on the horizon.
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.
