Our Services

Simple shouldn’t be underestimated, it should be the end goal.

Key Services

We offer a comprehensive range of accounting and taxation services. Here are some of our key services.

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Taxation & Compliance

Our experienced accountants can help you to obtain the best possible tax outcome for you, your partnership, trust, company or self-managed super fund. Maximise your entitlements while staying compliant with tax laws and lodgement deadlines.

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Business Establishment & Structure

We can assist with establishing, managing and restructuring your business. Our staff have extensive experience in providing understanding and practical solutions for our business clients through financial performance review and business planning.

Bookkeeping

As qualified accountants, we can help keep your bookkeeping up-to-date and compliant with the relevant requirements. We support several client/advisor collaborative systems including Xero and MYOB.

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Accounting & Business Services

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Tax Planning & Advice

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Self Managed Superannuation Funds

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Business Administration

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Forecast Budgeting

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Company Secretarial

Taxation & Compliance

Navigating the Australian taxation system can be a complex and tedious exercise, often requiring expert advice and support.

When it comes to tax, it’s often worthwhile seeking expert assistance to ensure you maximise your entitlements (minimise your tax) while being sure to comply with all of the relevant tax laws and to meet the lodgement deadlines.

The accountants at Optimal Chartered Accountants are experienced in working with all kinds of entities across many different industries, from individual PAYG-earners to partnerships, trusts, companies and self-managed super funds.

We can help you to obtain the best possible tax outcomes across all your tax obligations. Our taxation and compliance services include:

Income Tax Returns and Financial Statements (all entity types)
Capital Gains Tax (CGT)
Fringe Benefits Tax (FBT)
Small Business Entity Concessions
Goods and Services Tax (GST)
Business Activity Statements (BAS)
General taxation advice
Liasing with the ATO on your behalf

Business Establishment & Structure

Set yourself up to succeed by choosing a business structure that meets your needs.

It’s important to choose a business structure that meets the needs of the enterprise and its stakeholders. We have extensive experience in establishing new businesses as well as restructuring old ones to stay ahead of the competition. We can assist you to make well-informed decisions regarding the establishment and development of your business.

Once your business is established and operating, regular reviews of its performance will help you stay on track and in control. Our qualified accountants can help you to understand what your financial statements and management reports say about how your business is running.

Bookkeeping

Keeping your books up-to-date while running a business can be difficult and stressful.

Outsourcing your bookkeeping to qualified accountants means you can be sure your books are always up-to-date and compliant with the relevant requirements. When tax time comes around, your records will be organised which will save you hours in data entry and balancing headaches. Allowing us to handle your bookkeeping needs enables you to focus more time on running your business.

Like to be involved? We support several systems that allow us to work together with a client on their bookwork. Our favourites are Xero and MYOB — ask us about them to find out more.

Self Managed Superannuation Funds

Superannuation is one of the most tax-effective ways to save for your retirement, but it is an increasingly complex area of regulation that is in constant flux. Let us help you.

From 1 July 2016, advice about superannuation must be provided through an Australian Financial Services Licence.

In order to provide personal advice to our clients in relation to superannuation and self-managed superannuation funds, Optimal has chosen to be authorised through the SMSF Advisers Network Pty Ltd (SAN) – the Australian Financial Services Licensee of the National Tax and Accountants’ Association (NTAA).

SAN supports our practice in providing advice regarding:

Establishment of SMSF’s
Contribution strategies (amounts, types, withdrawal and recontribution)
Pension strategies (account based and transition to retirement)
Transfer of business real property into superannuation
Withdrawals, commutations and death benefit payments
Limited Recourse Borrowing Arrangements
Provision of an asset class investment strategy (based on an assessment of your risk profile)
Winding up of SMSF’s

Financial Services Guide