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Let's Answer Some of Your Questions.
Get quick answers to common queries about our services, processes, and financial advice.
What services does Optima Accounting offer?
We specialise in self-managed superannuation funds (SMSFs), business advisory, accounting, and personal tax services. We provide tailored financial solutions to help secure your financial future and achieve your business goals.
Where is Optima Accounting located?
We are based on the Gold Coast, Queensland, Australia.
What is an SMSF?
A Self-Managed Superannuation Fund (SMSF) is a private superannuation fund that you manage yourself. It provides flexibility and control over your investment choices for your retirement savings.
How do I set up an SMSF with Optima Accounting?
Our team will assist you with every step of the SMSF setup process, including preparing the trust deed, establishing the fund, and registering with the ATO.
What ongoing services do you provide for SMSFs?
We offer ongoing management services for SMSFs, including administration, accounting, auditing, and compliance support.
How can Optima Accounting help my business?
We provide a range of business advisory and accounting services, including business structures, strategic planning, accounting services, tax advice, bookkeeping, and cloud accounting.
Do you offer tax planning for businesses?
Yes, we offer comprehensive tax planning services to help businesses optimise their tax position and ensure compliance with tax laws.
What personal tax services do you offer?
We provide a variety of personal tax services, including tax return preparation, tax planning, investment advice, superannuation advice, and capital gains tax management.
How can I maximise my tax benefits?
Our tax experts will work with you to identify and utilise all available deductions, offsets, and tax planning strategies to maximise your tax benefits and achieve your financial goals.
Can you help with investment income and capital gains tax?
Yes, we offer advice and management services for investment income and capital gains tax, helping you minimise liabilities and maximise returns.