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.
What would happen to your business if you suddenly had to step away? Many owners delay succession planning until options, value and control have already started slipping away.
Reduce Business Dependence on You
Reducing owner dependence is about creating a business that works for you — not the other way around.
Smoother, smarter, more successful business sales
If you’re a business owner thinking about retirement or your next chapter, selling your business might be on your radar. But who do you turn to when it’s time to make the move?
OBT Financial Planning named Qld Regional Business of the Year
OBT Financial Planning wins MLC EXPAND’s 2025 QLD Regional Business of the Year and welcomes new advisers to the team.
OBT farewells Sue Dobinson
Sue Dobinson has retired from OBT as of 20 December 2024. While Sue passes on her heartfelt thanks to her loyal clients, OBT has ensured that professional support and service standards remain uninterrupted.
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.
OBT celebrates 40 years in business
OBT commemorated our 40th year in business with a milestone celebration and bright anticipation for the future at Porters Plainland’s Hotel on 4 July.
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.
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.
