Tax Agent · Practice
Optima Partners
Osborne Park, Western Australia
- TPB registration
- 76449004
- Register status
- Registered
- Registered since
- March 2006
- Business address
- Suite 3 128 Main Street Osborne Park Western Australia 6017 Australia
- Contact details
- Shown once the practice claims this listing. Use “Send an enquiry” and we'll pass it on. Is this your practice?
About
In the practice's own words, from its website
Optima Partners provides holistic, personalised accounting services. The practice describes itself as accessible and approachable, and as proactive in offering timely advice and real solutions.
Its range of services covers accounting and bookkeeping, from preparing financial statements and looking after self-managed super fund compliance through to business advice. Four directors lead the work, each with their own area, supported by managers, accountants and bookkeepers.
The practice has offices in Osborne Park, Midland and Fremantle, and an exclusive partnership with the Chamber of Commerce and Industry WA.
- Offices in Osborne Park, Midland and Fremantle
- Exclusive partnership with the Chamber of Commerce and Industry WA
- A dedicated SMSF team assisting over 250 funds
- Registered ASIC agent
Services
Business advisory
Mentoring and coaching, business and tax planning, budgets and cash flow projections, structuring for asset protection, valuations, software and digital advice, purchase and sale advisory including due diligence, and succession planning.
Taxation services
Returns for individuals, companies, trusts, partnerships and self-managed super funds; end-of-financial-year planning and estimates; property tax; capital gains tax; GST and BAS; fringe benefits tax and salary packaging; payroll tax; superannuation guarantee; and employee share schemes.
Self managed superannuation
A dedicated SMSF team assisting with setup, rollovers and administration, the annual financial report and return, audit of the financial reports, investment acquisitions, pensions, estate and succession planning, and limited recourse borrowing arrangements.
Client accounting services
Selection, installation and implementation of an accounting system, day-to-day bookkeeping or cover between bookkeepers, wages, PAYG withholding and superannuation, BAS reporting, debtor management and credit control.
Corporate secretarial services
ASIC lodgements and annual company statements, appointments, resignations and changes in shareholding, resolutions and minutes, board meeting papers, incorporation and business name registration, and company wind-up. Optima Partners is a registered ASIC agent.
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AusTax AI is a directory, not a tax agent, and does not provide tax advice. A listing is not an endorsement. Registration data is sourced from the Tax Practitioners Board public register (data.gov.au, CC BY 4.0) and may lag the live register by up to a month — always verify at tpb.gov.au before engaging a practitioner.
Source: Tax Practitioners Board, TPB Public Register (data.gov.au), CC BY 4.0.