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.
If you’d like the peace of mind that comes with a guaranteed income for life, a lifetime annuity might be right for you.
Knowing the super rules can make a big difference
Read why Peter Switzer says, If I want to get fit, I hang out with fit people. If I want to learn to play golf, paying a golfing pro for lessons would make sense. If I want to grow wealth, investing in guidance from a specialist seems sensible.”
Will you be comfortable with comfortable
If you’re older and not where you want to be in the quest for a comfortable retirement, it’s not too late. Take a look at these 5 steps to take action.
Employers, are you STP ready?
After a staggered rollout, Single Touch Payroll now requires all employers to transfer their payroll transaction data to the Tax Office each time employees are paid. Is your payroll geared to handle new reporting requirements?
Barriers to women investing
Finding ways for women to unlock their financial power is a change that will not just benefit women, but society and the economy as a whole. Read the findings.
Superannuation tax hints
Superannuation is a very tax-effective vehicle to save for retirement. We outline some tips to help you maximise your super.
Tax tips and tax return hints
Find out if you’re entitled to the following tax offsets (rebates) and deductions for the year ended 30 June 2019.
What the 2019 Federal Election means for you!
We’re not trying to recommend who you should vote for, but instead we believe that it is vital that our clients understand how they will be affected by the result of the Election.
Boosting your super balance
Super is the biggest investment we are likely to make, yet too many unknowingly behave as if wearing blindfolds. They commit to something they haven’t gotten to know or understand. Here are a few ideas on how to send some of that money your way.
Self-funded retiree case study
Lockyer Valley retirees Glen and Marlene Reinke have been clients of Rodney Turner’s for some 30 years and they wouldn’t have it any other way.
