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.
Budget 2024–25 key insights you must know — we unpack what the Budget means for tax, superannuation and business.
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.
Having enough super to retire
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?
2023-24 Federal Budget Summary
Modest but meaningful — we outline the highlights for personal tax, small business tax, superannuation and more announced in last night’s Federal Budget.
Reduced eligibility to make downsizer contributions from age 55 now law
The reduced eligibility age to make a downsizer contribution from age 55 is now law.
October 2022/23 Federal Budget
This year’s Federal Budget focuses on providing relief for those with children, homebuyers and social security recipients whilst maintaining pre-election commitments.
Your Super – who to nominate as your beneficiary?
Nominating your super beneficiary is something you have most likely been asked to do if you have a superannuation fund. But who should you nominate?
Consider making a (larger) personal deductible contribution before 30 June
By making personal contributions to your super, you may be able to claim a tax deduction to reduce your tax liability which may allow you to pay less tax and invest more in super. If you have not fully used your concessional contribution cap in previous years, now might be the time to make a larger personal deductible super contribution.
Super Guarantee Changes
From 1 July 2022, two important super guarantee (SG) changes will apply to your business: here’s what you need to do.
Tax planning factsheets for 2022
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.
