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.
Kathy jokes that she is a Financial Planning chief cook and bottle washer! In reality she covers a wide-ranging number of services as one of the keystones of OBT’s Financial Planning team.
Many know Debbie from when she ran reception with a big smile and a warm welcome
Since being in her new role for the last 12 months as Client Accounting Support, Debbie Robinson works closely with the accountants helping keeping OBT’s clients organised.
RBA announces it will be keeping cash rate on hold at 2.5 per cent
The Reserve Bank of Australia announced last week the outcome of its third board meeting of the year. The latest housing market statistics are likely to have caused the Reserve Bank some additional deliberation. While headline growth is very high, it is Australia’s two largest… Read More >>
Farmers get nod for $40m Grantham cannery
The Lockyer Farmers United board of directors approved the construction of a cannery near Grantham last week. The cannery will employ up to 70 local workers and will provide more certainty to local vegetable growers. “Our goal as a company is that everything that we… Read More >>
Superannuation changes and how they impact you
Given that we are now well into the 2013/14 financial year, OBT reflects on the key changes and identifies some of the possible impacts to your financial situation: So what has changed? A number of areas of the superannuation system have been targeted to make the system fairer… Read More >>
Thinking of helping your children buy property?
In addition to being considered tech savvy, one characteristic that has defined Generation Y is their bond to the family home. There are good reasons to stay at home, including rental/housing affordability and studying for a tertiary education. Financial concerns however are cited as the most common reason for… Read More >>
Make, keep and grow it – why you need a Wealth Manager
In a world where ‘wealth management’ and ‘retirement strategy’ are now commonplace buzzwords, David Osborne recently wrote how today’s wealth managers (aka financial planners) do a lot more than select stocks and stare at computer monitors akin to the actors in Wall Street. To his… Read More >>
Finding lost or ATO-held superannuation deadline
Claim it or lose it puts frighteners on lost or unclaimed super members. The Australian Taxation Office is likely to receive a massive windfall after recent changes allow it to hold untouched super accounts with balances of up to $2,000. Previously it could receive super… Read More >>
Changing accountants made easy
Changing your accountant may seem like an unnecessary stress you’d rather avoid, especially at this time of year. Perhaps you justify staying with your current firm because you’ve always been with them. Or convince yourself that changing is too much hassle – even with an… Read More >>
With OBT by your side, be empowered to achieve your goals
What have you resolved to do in 2013? Many of us at some point over Christmas and New Year think about the year that was and turn our attention to the year ahead. We make resolutions about the things we want to spend more time… Read More >>
