Our Services

We regularly deal with a broad range of personal and corporate taxation issues and make a point of understanding the individual needs of every client.

We provide quality service through a deep understanding of industry challenges and by providing practical advice to address our clients’ specific tax needs.

We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

Optima customises personal tax strategies that can significantly reduce the amount of tax you pay so you have more money to spend, save, and invest.

We can attend to all of your business and GST related needs including ABN and GST registration.

We provide comprehensive bookkeeping service using fully complaint cloud accounting software.

We can help you by setting your business up with cloud software so every payroll run is reported to ATO accurately.

We can identify strengths and weaknesses in the finances of your business, helping show the way to future success and profitability.

Your Optima financial adviser will be able to advise you on what type of asset classes and products may be suitable to your needs.

We provide our clients with above market returns over time whilst effectively minimising downside exposure.

At Optima, retirement strategies are individually tailored to support the long-term preservation and growth of your nest egg.

By taking control of your superannuation using a Self-Managed Super Fund (SMSF) you can expect to enjoy many benefits.

Debt recycling is a financial strategy that can help you get ahead by replacing your home loan (non-deductible) debt with investment (tax deductible) debt over time.