We have a dedicated, experienced and innovative team of SMSF specialists to guide you through all things SMSF from setup, accumulation, pension phases to the eventual wind up of the fund. We can also help guide trustees through the roles and responsibilities involved in running the SMSF.
Optima Partners have a team of registered SMSF auditors and can ensure your audits are completed quickly and efficiently. We are also lucky to work alongside Southern Cross Financial, a licenced financial planning firm which allows us to provide an extensive list of SMSF services including:
Call us to discuss the setup of your new SMSF or for a review or audit of your existing fund.
Optima Partners is an energetic and innovative accounting, taxation and business advisory firm with offices in Osborne Park, Guildford and Fremantle.
To discover how we help businesses across Perth please drop us a line today.
Tel: (08) 6267 2200
Suite 3, 128 Main Street,
Weekdays 8:00am – 5:00pm
Locked Bag 5000,
143 James Street,
Weekdays 8:30am – 5:00pm
Level 1, 72 Marine Terrace,
Please call for appointment