Call us: (08) 6267 2200
reception@optimapartners.com.au
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Self Managed
Superannuation

Self-Managed Superannuation Funds (SMSF) are a passion of ours at Optima Partners. We assist over 250 SMSF’s with their compliance obligations and we make the process as seamless as possible.

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:

  • Assistance with Setup, Rollovers and Administration of your SMSF
  • Preparation of Annual Financial Report and Income Tax Returns
  • Audit of the Financial Report
  • Assistance with investment acquisitions whether it be shares, property, managed funds or any other investments you’re considering.
  • Estate and Succession planning, including Binding Death Benefit Nominations
  • Assistance with Superannuation Fund Insurance Policies
  • Setup and monitoring of Pensions
  • Retirement Planning
  • Limited Recourse Borrowing Arrangements for Property Acquisitions in the SMSF

Call us to discuss the setup of your new SMSF or for a review or audit of your existing fund.

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An innovative & experienced accounting service

Optima Partners are experienced, responsive and understanding. Talk to us today to discover how we can help you.

Contact Us Today

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

Email: reception@optimapartners.com.au

Osborne Park Office

Suite 3, 128 Main Street,
Osborne Park,
WA 6017

Office Hours:
Weekdays 8:00am – 5:00pm

Postal Address

Locked Bag 5000,
Osborne Park,
WA 6917

Guildford Office

143 James Street,
Guildford,
WA 6055

Office Hours:
Weekdays 8:30am – 5:00pm

Fremantle Office

Level 1, 72 Marine Terrace,
Fremantle,
WA 6160

Please call for appointment

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  • Home
  • About Us
    • Meet The Team
    • Testimonials
  • Our Services
    • Business Advisory
    • Taxation Services
    • Self Managed Superannuation
    • Bookkeeping Services
    • Corporate Secretarial Services
  • Latest News
  • Contact Us
Optima Partners