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Category: Tax time / planning

Capital gains tax in Australia: what you need to know before you sell assets
Capital gains tax (CGT) in Australia applies when you sell certain assets. Understanding the consequence...
August 14, 2025
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Small business tax deductions in Australia: what you can and can’t claim
The small business sector is the backbone of the Australian economy, representing over 95% of...
July 15, 2025
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Tax misinformation: CPA warns against AI and influencers
Taxpayers are increasingly turning to unreliable sources for tax advice as the 2024-25 financial year...
June 4, 2025
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Planning for EOFY 2024-25
With the end of the 2024-25 financial year in sight, the time has come again...
May 7, 2025
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2024 -25 Fringe Benefits Tax year: Preparing for the 21 May deadline
March 31 marks the end of the 2024-25 Fringe Benefits Tax (FBT) year, meaning that...
March 12, 2025
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Minimising your Capital Gains Tax
Understanding the consequence of capital gains tax (CGT) before you make significant investment decisions can...
August 23, 2024
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Preparing for EOFY 2023-24
With the end of the 2023-24 financial year in sight, the time has come again...
June 18, 2024
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Work-related Expenses in the Firing Line
 Work-related Expenses in the Firing Line – On 5 July 2017 Australian Taxation Office (ATO)...
March 7, 2018
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Why Systemize Your Business?
As a small to medium business owner you’d have experienced at some point the overwhelming...
February 5, 2018
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Insurance in Super or Not?
Insurances and Super – What you need to know which could result in a superior retirement...
July 13, 2017
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Tax deductions for Uni Students
Are you studying to improve your current job or field of employment? If so, you...
June 19, 2017
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What you need to know about claiming Self-education expenses
Have you undertaken studies at an educational institution, attended conferences/seminars or commenced an online learning...
May 3, 2017
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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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