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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

Is Your Business Growing in the Right Direction?
Growth feels good. More revenue, more clients, more staff, a fuller calendar. It’s easy to...
How to Make Better Business Decisions Using Your Financial Data
Most business owners make their biggest decisions based on how things feel: revenue appears strong,...
Beyond the Numbers: What Optima Partners Does for Australian Business Owners
Most accounting firms do the same thing: lodge returns, reconcile accounts, and meet deadlines. This...
Watch Out for Misleading ASIC Annual Company Statement Notices or Business Name Registrations
A number of our clients have recently received official-looking letters requesting payment for an Annual...
Key Dates – September 2026
Staying on top of your compliance deadlines keeps your business running smoothly and avoids unnecessary...
Unpaid Super Is No Longer Just a Company Problem
It is a director’s problem. From 1 July 2026, the way Australian employers pay...
Tax Planning and Compliance Strategy: Turning Obligations into a Business Advantage
For most WA business owners, tax planning and compliance strategy is treated as a once-a-year...
How WA Business Owners Can Win the New Financial Year
The new financial year has started. For most business owners, July comes and goes without...
Anti-Money Laundering Laws Have Changed and Accountants are now Included in these Reforms
You may have heard that Australia’s anti-money laundering and counter-terrorism financing laws have changed. From...
Division 296 Is Now Law: What SMSF Trustees Should Know
From 1 July 2026, the taxation of superannuation earnings for individuals with larger balances will...