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.
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.
When it comes to managing your finances and making investments, understanding the definition of compound interest vs simple interest can make a huge difference.
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.
Explore why having insurance should be given paramount importance, providing peace of mind and ensuring the long-term stability and success of your business.
To truly enjoy your retirement, we need to have enough money to live on. In Australia, this means having a substantial amount of savings and investments to support our later years. But how much money do you need to retire?
As part of our ongoing commitment to providing exceptional tax, accounting and wealth advice to individuals and businesses, OBT Financial Group has opened a second office in Esk.
Life is unpredictable and unexpected events such as accidents, illness or death can occur at any time. Having personal insurance can provide financial protection and security against such events.
As you approach retirement, you may consider how to transition from full-time work to retirement. One option is a transition to retirement (TTR) strategy.