Tax Advisory
Our expert tax advisors at Optima Accountants provide tailored guidance and strategic advice to optimise your tax position. Whether you're an individual or a business entity, our team is equipped to assist you in understanding the complexities of taxation and developing effective strategies to minimise liabilities while maximising benefits.
Our taxation services include:
- Preparation and lodgement of taxation returns
- Capital gains taxation planning
- Tax planning and minimisation
- PAYG and superannuation compliance
We coordinate with ATO for private rulings, determinations, interpretations, negotiations, amendments and audits. We proactively work with ATO to resolve the matter raised by responding to their requests promptly.
Tax Returns
Filing tax returns accurately and on time is crucial. Our dedicated professionals ensure that your tax returns are prepared meticulously, minimising errors and maximising deductions to help you achieve the best possible outcome.
We specialise in taxation services for:
- Individuals
- Partnerships
- Trusts
- Companies
- Self-Managed Superannuation funds
Tax Planning
Strategic tax planning is key to financial success. We collaborate closely with our clients to create tax plans that align with their short and long-term goals. Our proactive approach aims to identify opportunities for savings and optimise tax efficiencies.
Through our tax planning sessions, we advise on the following:
- Superannuation strategies
- Small business entity tax concessions
- GST
- Fringe Benefits Tax
- Capital Gains Tax
- Payroll Tax
- Land Tax
Tax Structuring
The structure of your business can significantly impact your tax obligations. Our experts analyse your business structure and offer guidance on structuring options that help minimise tax liabilities while ensuring compliance with regulations.
Our team can assist in:
Creating tax-efficient investment plans:
Channel your tax funds into long-term investments like residential properties, businesses, and shares to exponentially grow personal wealth while benefiting from substantial tax savings.
Utilising potent tax structures: Lower income and capital gains taxes by employing tax-effective structures such as family trusts, property trusts, companies, and self-managed super funds when buying or transferring assets.
Structuring home and investment loans:
Implement strategies to convert non-tax-deductible debt into tax-deductible debt, facilitating easier debt repayment in significantly less time.
Tax-efficient wealth transfer to future generations: Establish appropriate tax structures to ensure smooth asset inheritance for future generations while avoiding unnecessary tax losses.
Enhancing investment tax efficiency:
Implement tailored tax strategies to maximise after-tax returns and retain more investment income for further wealth-building endeavours.
Personalised Approach
At Optima Accountants, we recognise that each client has unique circumstances. That's why we provide personalised tax advisory services, tailored to your specific needs and goals. Our team works closely with you to develop strategies that are aligned with your objectives.