Take our 5-minute questionnaire and get personalised advice for your business challenges. Get started.

News

Category: SMSF & Superannuation

Concessional Caps – Superannuation
As you may or may not be aware superannuation concessional contribution caps are changing from...
What’s happening in the Superannuation Space
WHATS NEW? The new Limited Recourse Borrowing Arrangement rules should now be well and...
How will I EVER afford to retire?
How will I EVER afford to retire ? Don’t worry, we all think it....
Superannuation – moving from Australia to New Zealand
Super Transfers to New Zealand If you’re planning to move permanently or indefinitely to New...
What is an Investment Strategy ?
SMSF’s are required to have an investment strategy however it’s probably fair to say that...
What payments are included in the SG regime ?
A QUICK OVERVIEW Basically SG payments are made on Ordinary Time Earnings (OTE) – just...
Limited Recourse Borrowing Arrangements ATO Safe Harbour Terms
Limited recourse borrowing arrangements (LRBA) ATO Safe Harbour Terms (if you or a related entity...
Trust Deeds
Trust Deeds I recently went to an SMSF Seminar where trust deeds were discussed and...
Budget Changes to Superannuation
If you are feeling a little battered and bruised from the announced changes in the...
Confused over the proposed new $1.6 million dollar pension cap?
The government has proposed that an individual may only have a balance of $1.6 million...
BINDING DEATH NOMINATIONS
[kkstarratings] Some people think that their ‘Will’ will cover everything. Many people may be surprised...
SUPERANNUATION NON CONCESSIONAL BRING-FORWARD RULE
Superannuation NON CONCESSIONAL BRING-FORWARD RULE How does the non concessional bring forward rule work? The...

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,...