Add Listing Sign In

About Us

Optimum Advisory is a Sydney-based firm of professionals with more than 30 years in accounting, taxation and business development.

We provide accounting and business advisory services to Australian businesses across a broad range of industries. We can assist businesses at all development stages, from startups and small businesses to mid-tier and large corporations with $100 million turnover.


Our services are carefully tailored to solve your unique financial challenges and enable you to grow your business sustainably and profitably.

Service

ACCOUNTING FOR SMALL BUSINESS
  • Accounting and assurance services
  • Accounting software support
  • Bookkeeping services
  • Budgeting
  • Business and management consulting
  • Business planning
  • Cash management
  • Disaster recovery planning
  • Growth planning
  • Performance reviews and reporting
  • Purchasing or selling a business
ACCOUNTING FOR MID TIER BUSINESS
  • Accounting and technical support
  • Accounting software support, including MYOB andXero
  • Asset protection
  • Business compliance
  • Business planning
  • Business valuation
  • Cash flow and profitability
  • Financial diagnostic analysis
  • Forensic accounting
  •  Intergenerational change and succession planning
  • Performance review meetings, quarterly and adhoc
  • SMSF, business structures and family trusts
  • Specialised industry services
  • Strategic planning
  • Wealth generation
  • Wealth maximisation
ACCOUNTING FOR LARGE BUSINESS
  • Accounting and technical support
  • Accounting software support, including MYOB and Xero
  • Asset protection
  • Business compliance   
  • Business planning, including seminars for senior personnel
  • Business valuation
  • Cash flow and profitability
  • Feasibility studies
  • Financial diagnostic analysis
  • Forensic accounting
  • Intergenerational change and succession planning
  • Performance review meetings, quarterly and adhoc
  • SMSFs, business structures and family trusts
  • Specialised industry services
  • Strategic planning
  • SWOT analysis (strengths, weaknesses, opportunitiesand threats)
  • Taxation and GST
  • Wealth generation
  • Wealth maximisation
CHARTERED ACCOUNTING SERVICE
  • Income Tax Returns
  • Financial Reporting
  • Taxation and GST Advice
  • Business and Personal Tax Planning
  • Tax Effective Structuring including establishment of Companies, Trusts and Self Managed Superannuation Funds
  • TFN, ABN, PAYG Withholding & GST Registration
  • Business Activity Statements (BAS)
  • Capital Gains Advice
  • Company Secretarial Services
BUSINESS ADVISORY/COACHING
  • Reviewing and advising on your business entity structure
  • Developing a strategic plan across all your business areas
  • Preparing and monitoring budgets
  • Forecasting your cash flow
  • Business planning seminars for senior staff
  • Preparing your business for sale
  • Evaluating other businesses for prospective purchasers
  • Maximise sales person and sales lead efficiencies
  • Developing marketing and sales processes
  • Developing lead generation strategies including a structured approach to your website and internet marketing
MEDICAL & HEALTH
  • Asset protection
  • Practice profitability & productivity structuring
  • Tax deductible debt reduction
  • BAS & Cash flow management
  • Financial statements and income tax return preparation
  • Practice valuations
  • Self managed fund administration
  • Trust Services
SUPERANNUATION
  • Greater control/flexibility
  • Wider investment choice
  • Possible reduction in administration charges
  • Capacity to borrow to acquire assets
  • Opportunity to purchase certain assets from fund members (limited to business real property and listed securities)
  • In-specie contributions (certain assets rather than cash contribution)
  • SMSF Set up
  • SMSF Rules

Add Review

Get In Touch

Working Hours

Now Closed UTC + 0
  • Monday 7:30 AM - 4:00 PM
  • Tuesday 7:30 AM - 4:00 PM
  • Wednesday 7:30 AM - 4:00 PM
  • Thursday 7:30 AM - 4:00 PM
  • Friday 7:30 AM - 4:00 PM
  • Saturday Day Off
  • Sunday Day Off