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News

MONEY DOES GROW ON TREES – DOESN’T IT?? BUDGETING
Budgeting – Now that my kids are old enough to enjoy the pleasures of shopping,...
OPTIONS TRADING – A closer look
Something happened recently that made me realise that even the most sensible of people can...
SINGLE TOUCH PAYROLL – OUT WITH THE OLD, IN WITH THE NEW
Tax and superannuation reporting obligations have just gotten easier and digital! What does this really...
TAX PLANNING TIPS
If you operate your own business, then now is the time to start planning for...
Tax reform is on the agenda
There has been a lot of long overdue talk recently about the Australian Tax System....
Self Managed Superannuation Funds investing in collectibles and personal use assets?
Are you a trustee of a self managed superannuation fund (SMSF)? Do you have a knack...
Offshore Income – Australia and Switzerland building closer ties
Australia has recently signed a joint declaration with Switzerland to increase cooperation between the two...
Tax Return Planning
As the 2014/2015 financial year end fast approaches it’s time to begin planning so you’re...
Negative gearing is good, but positive gearing is better!
Most people understand the benefits of a negatively geared rental property or financial investment. An...
APP REVIEW: Receipt Bank
Summary Receipt Bank is a great application to help record your expenses,with the ability to...
FUTURE IN THE CLOUD
Future in the cloud – myob/xero, cloud accounting How many of our wonderful clients still...
TRANSITION TO RETIREMENT
TRANSITION TO RETIREMENT Beginning a transition to a retirement pension from as early as 55...

Latest News

How to Start Business Succession Planning
Most business owners can tell you exactly how their business runs. Fewer can tell you...
Key Dates — October 2026
Staying on top of your compliance deadlines keeps your business running smoothly and avoids unnecessary...
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...