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.
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.
Investing with confidence
When it comes to investing for a comfortable retirement, could you be your own worst enemy? Here’s how your unconscious fears and biases could impact your financial decision-making – and what you can do to keep them in control.
Superannuation Guarantee (SG) increase from July 2021
The current rate of compulsory Superannuation Guarantee (SG) is due to increase to 10% in July 2021. It has been frozen at 9.5% since July 2014 and there have been many arguments for and against increasing SG contributions from the current rate of 9.5% to 12%.
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.
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.
Big Tech’s market might in five charts
How would the US market have performed without Big Tech? How do their profits compare? Our charts reveal the market dominance of the “FAMAGs”.
Economic recovery watch
After the economic downturn and uncertainty that COVID-19 has brought this year, the big question is when growth will return.
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.
