News

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...
October 12, 2015
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COPING WITH REDUNDANCY
COPING WITH REDUNDANCY Being made redundant can turn your world upside down in a heartbeat....
July 29, 2015
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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?...
May 8, 2015
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LIFE CAN BE TRAUMATIC – TRAUMA INSURANCE
While most of our clients understand Death, Total and Permanent Disablement and Income Protection insurance...
May 5, 2015
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MONEY DOES GROW ON TREES – DOESN’T IT?? BUDGETING
Budgeting – Now that my kids are old enough to enjoy the pleasures of shopping,...
April 22, 2015
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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...
March 25, 2015
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Latest News

Official Statement – New ATO correspondence system
Optima Partners has recently introduced a new system to manage ATO correspondence for our registered...
October 8, 2025
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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...
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Peak bodies declare support for removal of red tape
Federal Treasurer Jim Chalmers announced on September 24, 2025 that the government is looking at...
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Succession planning: a comprehensive guide
Succession planning is a key component of a successful business strategy. It is a crucial...
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Key Dates – October 2025
21 October: Lodge and pay September monthly activity statement. 28 October: Lodge and pay Q1,...
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Debt enforcement, payday super headline ATO’s 2025-26 plan
The Australian Taxation Office (ATO) has released its 2025-26 corporate plan, outlining key priorities, challenges...
September 11, 2025
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Official Statement – Phishing attempts
We are aware that some clients have recently been receiving fraudulent emails and phishing attempts...
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Effective strategies for debtor management
Debtor management is a key component of long-term business success. Poor debtor management can quickly...
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Choosing the best client accounting software for your business
Good client accounting software is essential for business growth and improvement. The right software will...
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Key Dates – September 2025
September 21: Lodge and pay August monthly activity statement. September 30: Lodge PAYG withholding payment summary...
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