OPTIMA PARTNERS | Professional service

OPTIMA PARTNERS

Phone: 08 6267 2200

Address: Suite 3 128 Main Street 6017 Osborne Park, WA

Website: https://www.optimapartners.net.au

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23.01.2022 UPDATE: Be sure to check in at our website for more details as they come - www.optimapartners.net.au/stimulus/ Monday 30th March 2020: Scott Morrison on Monday announced and pledged a A$130 billion to further save up to six million jobs. ... - The incentive is known as "Job Keeper" incentive, which eligible employers will have access to $1,500 per fortnight for each full-time or part-time staff on their payroll - Casuals and sole traders who have been under employment or operation for more than 12 months will also be eligible for the payments. - Eligibility is accessed on businesses which can prove a reduction in turnover of at least 30% and that you had an active and genuine payroll system in place as at 1st of March 2020. - Payments are to be backdated from March 30th and are expected to be run for a total of 6 months in duration, but will not be paid until May. - The incentive will be reviewed on an ongoing basis by the ATO via the STP program, which requires employers to use the funds to pay their staff or face fines/penalties for breaking for law.

23.01.2022 Happy Birthday Tahlia Howatson!! Our Guildford office admin assistant is celebrating her 21st birthday today. We hope you have a great day! Our much loved Jackie Dalton also celebrated her birthday yesterday too :)

22.01.2022 Every small business owner wants their business to thrive, but it can be tough to keep the money coming in the door while staying on top of all the necessary paperwork. One way to ensure success is to understand the behaviours that separate a well-managed business from one thats just muddling through. Surprising as it may sound, the ATO is keen to help small business owners prosper and to share its insights on running a successful business....more

22.01.2022 Working from home? Heres a few tips to help you stay productive and happy while working remotely.

21.01.2022 The Optima Partners Team along with a few of the Southern Cross Financial crew meet together for the Annual 2019 Melbourne Cup. Winners in our $5 Random sweepstakes were Cherie Anglesey, Amy White & Phil Carulli . $2 Sweepstakes winners were Christy Ju, Cherie Anglesey & Jas Rance. $1 reverse sweepstakes winners were Jackie Dalton, Jody Newman & Amy White. Not sure if you can see in one of the pics but Daniel Causerano is one very organised bookie - check out that spreadsheet! Definitely an accountant

21.01.2022 Director, Rosario Stagno shares a few thoughts on the current Covid-19 situation in Perth and how we can help.

20.01.2022 LIVE: Shadow Minister for Industrial Relations, Tony Burke on the wage subsidy and the recall of parliament

20.01.2022 COVID update: Our Osborne Park office is open again! We are taking all the required safety precautions, social distancing and wearing masks. The Guildford office will remained closed this week and only open by appointment only. The staff will be working remotely.... Feel free to give us a call if you need any help. Stay safe all

19.01.2022 ARE YOU NOW WORKING FROM HOME? Recently announced by the Australian Taxation Office is a remodel to a concept many taxpayers will already be familiar with; Home office running costs. Its purpose is to simplify and increase a taxpayers right to a deduction for working from home as result of the COVID-19 virus while performing genuine work duties.... The changes are directed at the set rate method which will see a rate of 80 cents per hour come into effect from the period 1 March 2020 to 30 June 2020, an increase from 52c per hour. The 80c per hour is set to cover: Electricity expenses Cleaning costs of a dedicated workspace Phone and Internet expenses Computer consumables including printing/stationery Depreciation on office equipment The ATO have temporarily removed the requirement that a taxpayer must have a dedicated work area to be eligible to claim the 80c per hour and that multiple people in the same residence can individually claim the 80c per hour deduction. The only recording requirement is that the taxpayer must keep a record of the number of hours worked during the period 1 March 2020 to 30 June 2020 and can include time sheets, notes, rosters or diary entries. Prior to 1 March 2020 any home office running costs incurred will still need to be substantiated and apportioned to be an allowable deduction. Not all taxpayers stand to benefit from this newly revised rate as existing arrangements for home office running costs may outweigh the benefit in which the 80c per hour has to offer and will be determined on a case by case basis. Adam Kitching OP Accountant

18.01.2022 Your financial well-being and plans for the future can be impacted by various economic events. Below is a video to assist you to stay up to date with the latest indicators. Global growth forecasts were downgraded to 3.3% this year and 3.4% in 2021 on the basis of geopolitical and trade tensions. Locally, the impact of summer bushfires and ongoing drought is being felt.... The cash rate was held at the current record low of 0.75% for the time being. We also look at the other economic indicators that paint a picture of the health of the economy, including consumer sentiment, movements in the Australian dollar, unemployment and wages as well as the state of the property market across all of the capital cities.

17.01.2022 The Australian Federal Government has recently announced an extension to the JobKeeper scheme which will effectively extend the scheme for a further six months until 28 March 2021. Key points to note are: The existing JobKeeper rules will continue to apply as originally introduced until 27 September 2020.... The JobKeeper Extension will apply for an additional 6 months from 28 September 2020 until 28 March 2021. The current $1,500 per fortnight JobKeeper subsidy is to be reduced to the amounts noted in the table below with effect from 28 September 2020. Under the JobKeeper Extension, the turnover tests will now be based on actual rather than projected turnover. The existing JobKeeper and JobKeeper Extension will be available to new participants if the relevant tests are met. See more info at: https://www.optimapartners.net.au/jobkeeper-update

16.01.2022 ITS A SMALL WORLD Our SMSF manager Liz Gibbs has been meeting with a client, Robert Atkins at our Osborne Park office for the last 5 years. Since merging with the Guildford Office, Liz suggested they might like to meet to discuss Roberts superfund affairs at the Guildford office being closer to his home. After further discussion Robert mentioned that his great grand aunt, Grace Brockman lived at what is now our office - Brockman House, 143 James Street, Guildford - and tha...t he had always wanted to have a look around the home. Today they met at Brockman House! Its wonderful to think that Roberts ancestors stood in the very place he did. A little history - Grace & Frederick Brockman moved to their home in about 1876. Frederick Brockman was the son of Swan Valley pioneer William Brockman. Grace Bussell was historically known for her heroic involvement with the rescue of ship wrecked passengers aboard the Georgette. Grace and her servant, Sam Isaacs, rode backwards and forwards through the surf bringing passengers from the wreck. Grace was later awarded the Silver Medal of the Royal Humane Society. Frederick Brockman heard of her bravery and rode 170 miles to Margaret River, where he fell in love with her . They were later to have seven children.

15.01.2022 COVID RESTRICTIONS - From Monday 1st Feb to Friday 5th Feb 2020 our office will be closed but we ARE working remotely! We are still here to assist so give us a call or email!

14.01.2022 JUST ANNOUNCED: Weve frozen WA household fees and charges. In the State Budget, household fees and charges were set to go up by, on average, $127 per household... from 1 July this year. This decision means that wont happen - and West Aussies wont have to pay more for power, water, public transport, vehicle charges and the emergency services levy in 2020-21 than they do now. It also means there is more relief available for those who need assistance to pay their bills. Its part of our $607 million stimulus package to provide immediate additional relief for WA households, seniors and small businesses. The package includes a freeze on household fees and charges until at least 1 July 2021, a doubling of the Energy Assistance Payment to $600 and a number of measures to support small business. We are in uncharted territory and theres no doubt our economy is going to feel the effects of COVID-19. We had been examining ways to provide relief to households as part of the upcoming State Budget but, due to the ongoing concerns around COVID-19, we have opted to announce the freeze now, to give families some certainty going forward. I urge Western Australians to continue to support local businesses, and each other, as we continue to manage the impacts of the virus.

13.01.2022 Great to be supporting local footy. Looking forward to seeing the kids back on the track next week.

13.01.2022 Heres a quick recap of 2019

13.01.2022 #LIVE: Were getting more information about $66 billion in stimulus measures announced by Prime Minister Scott Morrison, including relief for retirees and a new wage or "safety net" for workers who lose their jobs. Read more: https://ab.co/2WxUIRl

12.01.2022 What are the Top 7 Characteristics of Great Leaders? To grow your business you need Great Leaders! How do you measure up? Do you recognize these traits in your staff?

11.01.2022 Whats new in September?

09.01.2022 An update on The Government Economic Stimulus Package - 23 March 2020. We will post future updates on our website!

09.01.2022 Your financial well-being and plans for the future can be impacted by various economic events, so below is a video to assist you to stay up to date with the latest indicators. September was a month of continuing uncertainty for global markets. The ongoing US-China trade dispute, the looming Brexit deadline and a drone strike on a Saudi Arabian oil processing plant all weighed on financial markets. Despite the uncertainty US shares were up around 3% for the month, with Austral...ian shares also recording gains of close to 2%. The RBA cut interest rates to a new record low of 0.75%. The decision was undertaken to support employment and income growth and to provide greater confidence that inflation will be consistent with the medium-term target. We also look at the other economic indicators that paint a picture of the health of the economy, including consumer sentiment, movements in the Australian dollar, unemployment and wages as well as the state of the property market across all of the capital cities.

09.01.2022 Enrico out and about with Robert Barkla & Tanja Ravlich at Saturday nights Dockers vs Essendon AFL game :)

08.01.2022 IMPORTANT ANNOUNCEMENT - A word from the Optima Partners. Are you prepared financially? Weve taken this opportunity to provide some guidance to help you best prepare your business.

08.01.2022 Thanks to concept on for the invite to your one year anniversary! You put on a great show!! @ Vin & Flower - Phil Carulli, Enrico De Pietro & Rosario Stagno

07.01.2022 THE BRAVE NEW WORLD VIP CLIENT SESSIONS We have had such a positive response from attendees at our recent boardroom seminars that well be running similar sessions in the coming weeks on the Stimulus Package. Keep an eye out for dates but register your interest early so you dont miss out!! Until then, head over to our website for our review on the Governments Stimulus package.. www.optimapartners.net.au/stimulus

07.01.2022 Farewell to this little ray of sunshine!! We have been fortunate enough to have this amazing crazy cool girl from the Southern Cross Financial team entertain (and feed)us for years. Shes moving on to a new ventures and we will miss her dearly xx good luck Shan!!! It wont be the same without you!! Thanks to the SCFIN team for sharing the love and yummy lunch. OH and HAPPY BIRTHDAY PHIL NOLIS!!!!

07.01.2022 Though we arent working in office, we are working!! Covid-19 restrictions have forced most businesses/offices to close doors BUT technology means we can work anywhere!! Call or email us! SO? WHERE ARE YOU WORKING TODAY??

06.01.2022 Out with these guys - The Optima team are out at the Osborne Park Bowling Club... less the lawn bowls .. A yummy bbq, great company, a few games of pool and some funky seniors dancing the night away.

06.01.2022 Phil Carulli gives a summary of yesterdays announcement from the Prime Ministers for Commercial Landlords and Tenants. How does the code work? The code will be mandatory, and includes the following set of principles: ... - Landlords must not terminate the lease or draw on tenant security; - Tenants must honour the lease; - Landlords will be required to reduce rent proportionate to the trading reduction in the tenants business over the course of the pandemic, through a combination of waivers of rent and deferrals of rent; - Waivers of rent must account for at least 50% of the reduction in the rental provided to the tenant during that period; and - Deferrals must be covered over the balance of the lease term, and in no less period than 12 months. Please carefully consider how you will structure the rent relief package and legally document it. Both parties will need to work together and have open and frank discussions with the underlying principle being that everyone shares some of the pain. The moratorium on evictions for a period of six months still applies. Hopefully this provides some clarity to move forward.

05.01.2022 Happy Birthday to our much loved partner 'Ross Stagno!! We hope you enjoy your day :)

04.01.2022 Be safe everyone!!. The number of calls we are getting from our clients regarding fake emails and demands for payment is on the rise. The emails can look legitimate. Be thorough!, Check the email addresses of senders. Read everything before giving out your personal information or payment details. If in doubt send it to us and we will check it out for you.

03.01.2022 Flash back alert!! Its 2014 and our Quarterly theme was Optima Grand Prix - Getting the team moving! Gotta love our partners for their enthusiasm in getting into the theme. Our decorating skills arent too bad either

02.01.2022 With a property market recovery underway, most notably in Sydney and Melbourne, Australian investors are once again pursuing their love affair with property investing. For many investors, a popular way to invest directly in residential or commercial property is through their self-managed super fund (SMSF). In fact, ATO statistics show property is the third most popular asset class in SMSF portfolios...MORE.

01.01.2022 The Optima social club enjoyed a great night of cocktails and old school gaming at Palace Arcade

01.01.2022 Positive/Negative Gearing??