Fairy-tales aren’t only for children – they can keep on teaching for many years. Take Goldilocks – the girl always in search of ‘just right’. When it comes to spending, Goldilocks would be in the zone everyone should aim for – where we don’t spend… Read More >>
Back to basics natural approach for future business sale strategy
Back to basics natural approach for future business sale strategy. Just as Anita Lyne makes it her business to nourish Gatton, Queensland with good food and wellbeing, so does OBT Financial Group make it theirs to ensure Anita’s business has all the right ingredients to run well.
Are you ahead of Account-Based Pension changes?
Previously we have looked at key Federal Government reforms impacting on the superannuation environment. One of these areas has been the changes to the ‘Deeming of Account-Based Pensions’ which will take effect from 1 January 2015. Here we take another look at what an Account-Based Pension is, the… Read More >>
To fix or not to fix – is that the question?
Australian borrowers have traditionally been somewhat reluctant users of fixed rate borrowing options. Even with rates at historic lows, 80% of new lending is still being drawn at variable rather than fixed rates. The Australian experience is quite unusual by international standards where fixed rate… Read More >>
Business owners get smarter about building wealth
Australia’s small business owners getting richer and smarter with their money There are more than 2.1million owner-operators of small or micro-sized businesses in Australia. Using data collected over the last 10 years, researchers found business owners are income-short but asset-rich. Interesting patterns emerged when examining… Read More >>
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