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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

Cash flow crunch: SIC, GIC and super guarantee increase
Small and medium businesses could be facing a cash flow crunch in the wake of...
Planning for EOFY 2024-25
With the end of the 2024-25 financial year in sight, the time has come again...
2025 Federal Election: Key tax changes under Labor’s second term
The Australian Labor Party has declared victory in the 2025 Federal Election, establishing a second...
Sustainability reporting: ASIC urges SMEs to brace for impact
The Australian Securities and Investments Commission (ASIC) has reminded small and medium entities to be...
Key Dates: May 2025
15 May: Lodge 2024 tax returns for all entities that did not need to lodge...
Understanding business structures: tax, liability and asset protection
Your chosen business structure has massive implications for your tax liability, asset protection and cost....
New GST reporting rules for small businesses
The Australian Taxation Office (ATO) recently announced that over 3,500 small businesses will be moved...
Optima Partners to host 4th annual Perth Car Club meet
Optima Partners is proud to host Perth Car Club’s fourth annual anniversary meet-up at our...
Key Dates: April 2025
21 April: Lodgement and payment of March 2025 monthly business activity statement 21 April:...
Selling your business: Best practices
Selling your business is a major decision and a milestone in your career. Whether you’re...