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Category: Estate Planning

I DARE YOU …. SAY NO TO LIFE INSURANCE
Look your partner in the eye – right now – and tell them you don’t...
COPING WITH REDUNDANCY
COPING WITH REDUNDANCY Being made redundant can turn your world upside down in a heartbeat....
WILL, EPA, POA, EPG, AHD – WHAT ARE THEY AND DO I REALLY NEED THEM?
WILL, EPA, POA, EPG, AHD – WHAT ARE THEY AND DO I REALLY NEED THEM?...
LIFE CAN BE TRAUMATIC – TRAUMA INSURANCE
While most of our clients understand Death, Total and Permanent Disablement and Income Protection insurance...
MONEY DOES GROW ON TREES – DOESN’T IT?? BUDGETING
Budgeting – Now that my kids are old enough to enjoy the pleasures of shopping,...
1 in 3 …. do you like those odds? Life Insurance – worth it?
1 in 3 ….do you like those odds?  Talking about winning Lotto, you probably do! In...

Latest News

Buying an existing business in Australia
Buying an existing business in Australia can be an efficient and strategic path to ownership,...
Major changes announced to controversial super tax
Federal Treasurer Jim Chalmers has announced sweeping changes to the controversial Division 296 proposition. ...
Maintaining corporate compliance in Australia
Maintaining corporate compliance in Australia is a fundamental responsibility for every company director and business...
Key Dates – November 2025
21 November: Lodge and pay October monthly activity statement. 21 November: Due date for...
Payday Super: Deadline approaches for SMEs
The Federal Government’s long-awaited Payday Super reforms became official on November 4, following the Treasury...
Official Statement – New ATO correspondence system
Optima Partners has recently introduced a new system to manage ATO correspondence for our registered...
How to set up a self-managed super fund (SMSF)
A self-managed super fund (SMSF) can provide flexibility, investment choice and potential tax benefits for...
Peak bodies declare support for removal of red tape
Federal Treasurer Jim Chalmers announced on September 24, 2025 that the government is looking at...
Succession planning: a comprehensive guide
Succession planning is a key component of a successful business strategy. It is a crucial...
Key Dates – October 2025
21 October: Lodge and pay September monthly activity statement. 28 October: Lodge and pay Q1,...