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Home 2017 February

Joint tenancy & Tenancy in common

By admin | Blog, Rental / Property Investment | 0 comment | 23 February, 2017 |

The Difference between Joint Tenancy and Tenancy in Common I recently had an appointment with a client who had a new property and they asked if they needed to include it in their tax return. The client owned it with a sibling and that sibling lived in the house with their partner, while my clientRead more

Work Related Travel Expenses

By admin | LIfe Lessons, Tax time / planning | 0 comment | 17 February, 2017 |

Work Related Travel Expenses – What are your substantiation requirements? You may find yourself in the situation where you have received a travel allowance from your employer and you are spending money while on work related travel for the cost of meals, accommodation and incidentals – so where do you stand with the tax man andRead more

2017 New Years Resolutions

By admin | Blog, LIfe Lessons, Tax time / planning | 0 comment | 9 February, 2017 |

2017 New Years Resolutions Keeping up to date with your tax and accounting obligations It’s the beginning of a new year and we’re motivated enough to do something better. Why not use this time to get all your accounting and tax affairs in order? Here are some tips and tricks on how you can meetRead more

Superannuation – moving from Australia to New Zealand

By admin | Blog, LIfe Lessons, SMSF & Superannuation | 0 comment | 6 February, 2017 |

Super Transfers to New Zealand If you’re planning to move permanently or indefinitely to New Zealand, you may transfer your retirement savings from a participating Australian super fund to a New Zealand KiwiSaver scheme. You may only transfer retirement savings between a complying APRA-regulated superannuation fund and a KiwiSaver scheme. Check with your fund andRead more

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    Optima Partners is an energetic and innovative accounting, taxation and business advisory firm with offices in Osborne Park, Guildford and Fremantle.

    To discover how we help businesses across Perth please drop us a line today.

    Tel: (08) 6267 2200

    Email: reception@optimapartners.com.au

    Osborne Park Office

    Suite 3, 128 Main Street,
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    WA 6017

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    WA 6917

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    WA 6055

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