OBP Group

OBP Group Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from OBP Group, Unit 95/262 Lord Street, Perth.

We are small business specialists and We deliver the best possible result for our clients and provide a personal service that is accurate, proactive and timely. Our services include everything from preparing a simple tax return to providing comprehensive taxation and business advice to all types of small to medium businesses. The firm currently operates as a boutique practice with professional acc

ountants and financial planners who have many years of experience providing Advisory, Audit, Tax, financial planning advice to clients in a broad range of industries. Our professional accountants and financial planners have extensive knowledge of the Australian taxation system including areas such as Income Tax, Goods and Services Tax (GST), Self-Managed Superannuation Fund (SMSF) and Fringe Benefits Tax (FBT).

Please join us in welcoming DanDan Fu, our new Office Manager at Victoria Park Office! Daniel brings with him a wealth o...
26/10/2023

Please join us in welcoming DanDan Fu, our new Office Manager at Victoria Park Office! Daniel brings with him a wealth of experience, having worked as a financial accountant at City of Subiaco, an auditor at Pitcher Partners and as a senior associate at PKF. With his CPA designation and expertise in audit & assurance, statutory reporting, and team management, he is a great addition to our team.

Outside of work, Daniel is a passionate cyclist and runner, and a dedicated supporter of Liverpool Football Club. We look forward to learning from his experience and knowledge, and are excited to have him on board at OBP.

Director IDs: It's the final countdown!As most of you are aware, there was an introduction of Director ID that was comme...
20/10/2022

Director IDs: It's the final countdown!

As most of you are aware, there was an introduction of Director ID that was commenced on 1st November 2021. With this introduction, all Australian company directors are required to identify themselves with the Australian Business Registry Services via My Gov before 30th November 2022.
Please be mindful that if you don’t apply for the Director ID, you may have a fine.

We're . Know anyone who might be interested?Seeking an Intermediate Tax AccountantOur firm offers tax, audit and financ...
23/08/2022

We're . Know anyone who might be interested?

Seeking an Intermediate Tax Accountant

Our firm offers tax, audit and financial planning services to individual, small/medium business and SMSF clients. Based in Perth, our small team is currently seeking the right person to fill the role as Intermediate Tax Accountant.

The Role
Reporting to the principal directly, your duties will include:
• Preparing financial statements for all entities including companies, partnerships, trusts, and superannuation funds
• Preparing Income Tax returns for the above entities as well as Individuals
• Preparing and lodging Business Activity Statements and Instalment Activity Statements
• Assist with developing client relationships
• Liaise with the ATO. regulatory bodies and the Auditor
With exceptional service being our main vision, a strong emphasis is placed on developing team skills with internal and external training.

The successful applicant will be:
• At least 2 years public practice experience in Australia
• Experience in Xero Tax/Practice is preferred but not essential
• Bachelor of Commerce or equivalent
• Strong interest and knowledge in tax law
• A team player with good organisational skills
• Good communication and eye for detail

Please email your resume to: [email protected]

We're hiring - Part-time Receptionist / AdministratorOur firm is a public accounting practice based in East Perth. We a...
20/06/2022

We're hiring - Part-time Receptionist / Administrator

Our firm is a public accounting practice based in East Perth. We are looking for a part time receptionist / administrator to start immediately.

Your key responsibilities include:
• Answering telephones, making appointments & handling general enquires
• General administration duties such as filing, scanning, faxing, photocopying and follow up clients’ enquiries
• Management of office facilities including keeping the common areas tidy and ordering amenities
• Mail distribution and dispatch
• Data entry and word processing

Our ideal candidates will possess:
• Meticulous attention to detail
• Excellent phone manner
• Be able to work unsupervised
• Demonstrate superior verbal and written communication skills
• Show the passion to provide exceptional and friendly client services
• Working with database systems/be computer literate

We're hiring - Full-time Tax Accountant (0 to 2 years' experience)Our firm offers tax, audit, and financial planning ser...
20/06/2022

We're hiring - Full-time Tax Accountant (0 to 2 years' experience)

Our firm offers tax, audit, and financial planning services to individual, business and SMSF clients. Based in East Perth, our small team is currently seeking the right person to fill the role as Junior Tax Accountant.
The Role
Reporting to the Director directly, your duties will include:
• Preparing financial statements for all entities including companies, partnerships, trusts, and superannuation funds
• Preparing Income Tax returns for the above entities as well as Individuals
• Preparing and lodging Business Activity Statements and Instalment Activity Statements
• Assist with developing client relationships
• Liaise with the ATO and other regulatory bodies.
With exceptional service being our main vision, a strong emphasis is placed on developing team skills with internal and external training.
The Successful Applicant
The successful applicant will be:
• Experience in Xero is preferred but not essential
• Bachelor of Commerce in Accounting or equivalent
• Strong interest and knowledge in tax law
• A team player with good organisational skills
• Good communication and eye for detail

Peace of MindNo matter what stage of life we are at, insurance is necessary. If our family depend on our financially sup...
19/05/2022

Peace of Mind

No matter what stage of life we are at, insurance is necessary. If our family depend on our financially support to enjoy a good standard of living, then we need protect our greatest asset which is our ability to earn an income. We human do not have the ability to foresee the future, unforeseen tragedies such as illness, injury, permanent disability or death can leave us and our family facing tremendous emotional stress. Insurance offers a payout so it can reduce stress during difficult times so we can focus on recovery and keep moving forward.

When we build our client’s insurance cover portfolio, we start with the following four standard cover types:

Type of Insurance
Total and Permanent Disablement (TPD)
Trauma
Income Protection Insurance

Our message to readers:

“When was the last time you review your insurance cover? If you have been working for a few years, most likely you have some insurance under your superannuation. Get in touch with our team and let us review your current insurance policies.

If you do not have any life insurance policy, what will happen if something happens to you? You pay for the car insurance If you own a car. You pay for home and content insurance if you own a house. It does not make sense if you do not protect your most valuable asset which is you? Give us a call and have a chat with our team.”

Australian shares suffered their most bruising session since February on Friday because of concerns that aggressive tigh...
09/05/2022

Australian shares suffered their most bruising session since February on Friday because of concerns that aggressive tightening by central banks could stall economic growth. The ASX 200 index plunged 2.2 per cent or 159.1 points to 7205.6 on Friday. This made for a weekly loss of 3.1 per cent over the 5 days.

Macquarie bank dived 7.8 per cent to $186.90 after the group expressed caution on the economic outlook and declined to issue guidance, despite a 56 per cent increase in net profit in its financial year ended March 31. The other four major banks also closed the session lower. Westpac fell 0.8 per cent to $22.83, Commonwealth Bank dropped 1.3 per cent to $102.40, National Australia Bank tumbled 2 per cent to $31.62 and ANZ declined 0.6 per cent to $26.76.

REA Group, another tech market darling which is owned by News Corp tumbled 8.1 per cent to $112.15 after reporting revenue growth of 23 per cent year-on-year for the March quarter. News Corp dropped 7.8 per cent to $26.60 despite delivering a 7 per cent increase in its third quarter revenue to a record $US2.49 billion compared with the previous year.

The major miners also posted losses despite the price of the bulk commodity advancing 2 per cent to $US145.80 a tonne. BHP dropped 1.4 per cent to $46.80, Rio Tinto tumbled 2.1 per cent to $109.26, and Fortescue closed flat at $20.83.

Western Australia doctor sentenced to jail for non-lodgment of returnsA WA doctor, Dr Iain Russell has recently been sen...
21/04/2022

Western Australia doctor sentenced to jail for non-lodgment of returns

A WA doctor, Dr Iain Russell has recently been sentenced to seven months’ jail and placed on a good behaviour bond for failing to comply with court orders to lodge 18 outstanding income tax returns and business activity statements (BAS).

In 2020, Dr Russell was previously convicted at the Perth Magistrates Court and fined $50,000 for failing to provide the Commissioner of Taxation with the outstanding income tax returns and BAS. In sentencing, Dr Russell was ordered to make the outstanding lodgments within two months. However, he still failed to lodge and was now prosecuted once more.

Dr Russell was sentenced and convicted of 18 charges of failing or refusing to comply with court orders. He will be released from jail after two months, upon entering into a $10,000 recognisance to be of good behaviour for the remainder of his sentence. As part of the good behaviour bond, he will need to lodge each of the outstanding tax returns and BAS by 30 September 2022.

The Treasurer has delivered a budget that focuses on key spending measures to drive Australia’s economic recovery in a p...
30/03/2022

The Treasurer has delivered a budget that focuses on key spending measures to drive Australia’s economic recovery in a post-pandemic, natural disaster and conflicted international environment.

Key announcements are:
• a one-off $420 cost of living tax offset for low and middle income earners, and a $250 payment for pensioners and welfare recipients
• fuel excise will be reduced by 50 per cent for six months
• for small businesses, the Skills and Training Boost will provide a new 20 per cent bonus deduction for eligible external training courses for upskilling employees from Budget night.
• small businesses will receive a similar 20 per cent bonus deduction for expenditure on digital technologies (e.g. cloud computing, einvoicing, cyber security and web design) for investments of up to $100,000 per year.

For furthur information, please contact us at 08 6162 8288.

OBP Capital weekly Market WatchThe ASX 200 Index closed over 7,400 points last Friday, its highest level since January 1...
28/03/2022

OBP Capital weekly Market Watch

The ASX 200 Index closed over 7,400 points last Friday, its highest level since January 18. The Australian share market rallied to a two-month high last week supported by strong gains from the big 4 banks and miners getting an uplift from increasing commodity prices.

Westpac climbed 0.4 per cent to $23.75, NAB firmed 1.4 per cent to $31.66 and ANZ rose 0.1 per cent to $27.61. Commonwealth Bank dipped 0.3 per cent to $105.92.

Macquarie Group advanced 1.6 per cent to $197.87 after Morgan Stanley analyst Andrei Stadnik raised his price target on the shares to $245 off the back of its commodities and global markets business is set to cash in on a rise in trading activity and volatility.

Health care stocks on the other hand led the market losses. CSL slid 2.3 per cent to $264.81, ResMed 9.8 per cent to $31.58, Fisher & Paykel 11.6 per cent to $22.82, Medibank Private 4.1 per cent to $3.06 and Telix Pharmaceuticals 17.6 per cent to $4.21.

Asset managers were also facing pressure during the week. Platinum Asset Management fell 6.7 per cent to $2.10, Pendal Group 5.9 per cent to $4.50, Janus Henderson 3.7 per cent to $46.42 and Magellan Financial Group 9.8 per cent to $14.20.

Coming up: The treasurer will deliver the 2022-23 Federal Budget at approximately 7.30pm (AEDT) on Tuesday March 2022 amid COVID-19 recovery efforts, flooding in NSW and Queensland and a war in Europe.

OBP Capital Weekly Market WatchThe ASX 200 rose 0.6 per cent or 43.6 points to 7294.4 on Friday, lifting its weekly gain...
21/03/2022

OBP Capital Weekly Market Watch

The ASX 200 rose 0.6 per cent or 43.6 points to 7294.4 on Friday, lifting its weekly gain to 3.3 per cent. The index is now back well above 7,000 points and there appears to be a strong tailwind for stocks despite fears of inflation, interest rate rises and world conflict.

The Australian share market has continued to take strong leads from Wall Street where all three major benchmarks have bounced strongly in recent weeks as it appears that money is leaving Europe and Russia and investing in the USA.

Our local markets were led by the energy sector after the Brent crude oil prices rose 8.8 per cent to $US106.64 a barrel. Iron ore prices edged closer to $US150 a tone on renewed hopes for additional stimulus in China to combat the effects of its COVID-19 resurgence. Square led the local technology sector higher again on Friday. The major banks experienced a mixed session.

Marco & Zong

Why Financial Planning is important?The value of financial planning goes beyond dollars and cents. It can simplify your ...
18/03/2022

Why Financial Planning is important?

The value of financial planning goes beyond dollars and cents. It can simplify your life, and give you a sense of security and peace of mind about your future. As your professional financial adviser, we will consider your circumstances, understand your goals, and develop strategies to help you reach them. Whether that may be to help with tax planning, set the foundations for future wealth for you and your family, or have enough money to live comfortably in retirement. Alternatively, you may wish to seek financial advice to help you with a specific circumstance, such as starting a family, buying a house or managing an inheritance. Here at OBP Capital, the services and products we offer you include Investment Planning, Superannuation, Retirement Planning, Self-Managed Superannuation and Life Insurance.

Investing and building wealth
An investment strategy that goes the distance. As your professional financial adviser, we evaluate your risk appetite and the returns you want and tailor investments to suit your goals, develop a tax-effective investment strategy, build a portfolio that’s adaptable in volatile markets and find suitable products for your investment goals and your financial strategy.

Financial advice for changing family needs
Personal and financial circumstances change over time, as your professional financial adviser, we provide financial advice for changing family needs, help you to put a plan together to fund your kid’s education with tax-effective investments, help your children get a house deposit through an investment plan, we educate your parents about different aged care funding arrangements, and we consider your estate planning arrangements to protect your loved ones.

Financial advice for retirement
Retirement is about for spending time with people you love and ticking off your bucket list.
As your professional financial adviser, we help you understand how much you need for your retirement lifestyle. We develop a tailored a strategy to ensure you can maximise growth within your risk appetite and manage the risk that markets may fall just when you want to retire.
If you are passionate about your work and career and you may not want to fully retire and wish to sustain your income while you wind down from work. As your professional financial adviser, we can tailor a plan for your transition to retirement.
You will have choices and decide when you want to work or how much you want to work based on your future income needs. We help you select suitable retirement investments to meet your retirement income needs.
Preserving your capital is the key to enjoying life after you retire. As your professional financial adviser, we invest your money to help make it last, manage market downside risk and keep your portfolio up to date with regulatory changes.

OBP is like your financial GP. We will work closely with other financial professionals to help you to reach your financial goal.

Address

Unit 95/262 Lord Street
Perth, WA
6000

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+61861628288

Website

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