AccountingWealth ManagementLending

Accounting

Our team work closely with you to provide professional proactive advice on tax planning, tax management, and asset protection. We can assist you with all business and taxation requirements and help you make smart decisions.



Business Services

The Optima Group provides a professional pro active business service to its clients. Our business services include the following:-

  • Preparation and advice on periodic management accounts
  • Preparation of annual financial statements
  • Advice on the purchase and sale of businesses
  • Assistance with Industrial relations matters, wage rates, and workers compensation issues
  • Assistance with loan applications
  • Advice on estate planning issues
  • Access to qualified bookkeeper services
  • Business performance review and benchmarking

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    Taxation Services

    Optima Services has the experience and technical knowledge to advise and assist you in relation to the many taxation requirements of small business, including:-

  • Preparation and review of regular BAS statements
  • Preparation and electronic lodgment of annual taxation returns for all types of entities and business groups, including individuals, partnerships,companies, trusts, self managed superannuation funds, estate returns and non residents
  • Assistance with Taxation Office audits and questionnaires
  • Providing pro active advice on legitimate tax planning strategies
  • Salary packaging and fringe benefits tax advice
  • Industry specific taxation advice on income, salary packaging, and deductions
  • Managing company franking accounts and dividends to maximize tax refunds and shareholder benefits
  • Advice and assistance on director loan accounts to avoid severe tax penalties
  • Structuring your business to maximize returns and provide greater asset protection
  • Advice on trust distributions
  • Assistance with tax effective investments in conjunction with Optima Wealth Management
  • Year end tax planning advice to maximize your returns
  • Advice on capital gains tax related matters
  • Assistance with State tax issues, including land tax, payroll tax, stamp duties, etc

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    Self Managed Superannuation Funds

    In conjunction with Optima Wealth Management we provide a full investment, taxation and statutory service for self managed superannuation funds. This area of Taxation is ever changing, and our designated team of SMSF experts ensure your Fund complies with the law and maintains its legal compliance obligations at all times. We do so whilst providing the following:

    Investment advice regarding appropriate assets allowed to owned by the fund
  • Advice on the transfer of assets into the Fund and the tax consequences
  • Information on the use of business real property in the Fund and the advantages of this investment strategy
  • Up to date advice regarding a Fund’s ability to borrow money for investment purposes
  • Other ways to introduce geared investments into a Fund
  • Statutory Audit of the Fund
  • Preparation and electronic lodgement of BAS returns for the Fund
  • Preparation of annual financial statements and electronic lodgement of income tax returns for the Fund

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    Tax Planning

    The Optima Group provide a professional pro active service to ensure our clients are tax compliant and have received the advice to claim all legitimate deductions in their taxation returns. In addition to regular newsletter and specific advice to our ideal clients, we encourage a review of your financial affairs before year end. In consultation with Optima Wealth Management and Optima Lending we offer advice to legitimately reduce your annual tax liability, provide asset protection advice, and increase your wealth over time.

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    Business Structures

    The right business structure is an essential part of any successful business. Optima Services have the knowledge and expertise to advise the best structure to suit your current and future financial needs. Apart from expert advice regarding income tax and capital gains tax using alternative business structures, we consider the impact of asset protection and wealth creation opportunities available in your circumstances.

    We advise on the cost and taxation implications on the creation and change of business structures. Optima Services arrange the creation of the entities, and apply for the ABN, tax file number, GST, and other registrations as required.

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    Asset Protection

    A successful business should consider the effect of an unforeseeable event that may put business and personal assets at risk. Optima Services recognize the need for asset protection advice.

    We can establish a business structure and provide ongoing advice to minimize the risk to business and personal assets. We discuss ways to isolate assets from business and personal creditors and increase your personal wealth over time.

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    Financial Coaching and Budgeting

    The success of a business is often in its planning. Whilst a business can succeed by repeating its performance year after year, more successful business plan for that success.

    Optima Services can assist you with the preparation of a business plan to highlight the objectives and goals of your business. That way, you can focus on your business objectives and work towards achieving greater success.

    Part of that success is in the preparation and implementation of financial and cash flow budgets. We can develop a budget to suit your business goals and objectives and work with you to reach those goals.

    In addition to developing a business plan, Optima Wealth Management can advise on:-
  • Wealth creation strategies to achieve your business and personal goals
  • Advice in preparation for sale, including checklists, valuation advice and liaison with potential buyers and their advisors or brokers in relation to the sale.
  • Advice on the potential purchase of a business, including valuation and review of prior year accounts and adjustments

    In conjunction with Optima Lending, advice on financing in relation to any business or private matter.

    Advice on family succession planning and planning for retirement.

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    Company Secretarial Services

    Optima Services provide a professional company secretarial service to our clients, including:-
  • The purchase of business entities such as companies, family and unit trusts, corporate trustees, and self managed superannuation funds
  • The maintenance of private company registers
  • Lodgement of amendments to statutory details that can often lead to fines
  • Preparation, lodgement, and advice on share transfers
  • Periodic review and advice on legislative changes that affect companies, trusts, and self managed superannuation funds
  • Fully equipped boardroom facilities for executive or staff meetings

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    Client Checklists

    Optima Services believes that part of being a pro active advice based business is in providing our clients with relevant information to assist them in their business and personal lives.

    We also assist them to provide us with a comprehensive summary of their financial affairs so that we can perform the necessary checks and balances to ensure they are provided with a high quality taxation and statement of financial position each year. To this end, we provide a series of client checklists for them to complete and forward to us.

    Click here to access our client checklists.

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