dat to day fire fightingGood ForecastInadequate protectionSuccessionMake the most of lifeBullet-proofing your profitability

Contact OBT for a free one-hour consultation - Gatton: 07 5462 2277 - Bribie Island: 07 3408 3444

Welcome to OBT Financial Group

Established in 1984, the OBT Financial Group comprises three divisions: OBT Accounting & Tax, OBT Business Solutions and OBT Financial Planning.

OBT's divisions are specifically tailored to meet the demands of business today giving you and your business the peace of mind and the assurance that all matters receive our utmost attention.

  • OBT's Building Blocks©

    OBT's research over the years has indicated that a common purpose evident amongst our clients is the ability to provide financial security for themselves and their families both during their working lives as well as in retirement. We help achieve this by proactively stepping our clients through OBT's Building Blocks© to ensure their financial security is achieved.

Client case studies

  • Did you hear the one about the worker who put a backhoe through a cable and lost his boss’s house?

    It doesn’t bear thinking about the events that could grind your business to a halt: adverse weather, fire, burglary, flu pandemics, power failures, legal action… they’ve all hit our headlines in recent years. If your business is affected, it could damage your customer service continuity, your reputation and your profitability.

  • Structure your structure right to sleep well at night

    At OBT Accounting & Tax we see many business owners being totally consumed with the day to day aspects of running their businesses. As a result, they fail to realise that the choice of entity under which they choose to operate their business can have a significant bearing on their financial assets as well as the stress and emotional distress it causes if something untoward happens.

  • “I was galloping on a crystal horse, then crashed into a brick wall. My wife had to pick up the splinters”

    Retirement often seems like a distant speck on the horizon, let alone handing over your business.  Establishing a sound business succession plan is beneficial for most business owners and can be absolutely necessary for some. Take for example a business owner running a number of very successful activities within his business, organised adeptly by his wife and providing a lifestyle for their family.

  • OBT soothes BAS backlog headache for small transport business

    tpt traffic

    It is not an uncommon practice to outsource some of the functions of running your business to reliable suppliers.  When this turned pear-shaped for one business owner, OBT quickly mobilised resources to stem damage and negotiate a favourable outcome with the ATO.

  • OBT re-allocates and protects agri-business assets to save the day when staffer sues

    grain farmer

    Protecting assets is no longer a consideration for only certain businesses.  The fact is that all business owners are negligent unless they have carefully considered and water tight asset protection measures in place.  Here OBT looks back at how doing just that saved one business when staff relations became difficult.

Information & advice