Optimal Chartered Accountants

Optimal Chartered Accountants Accountants
Tax Agent
Small Business Consultants
SMSF Advisors

Optimal Chartered Accountants is a locally owned and operated accounting and business advisory service, providing advice to a diverse range of industry sectors.

🎄✨ Holiday Closure Notice ✨🎄Our office will be closed from Friday, 19 December 2025, reopening Monday, 5 January 2026.Th...
16/12/2025

🎄✨ Holiday Closure Notice ✨🎄

Our office will be closed from Friday, 19 December 2025, reopening Monday, 5 January 2026.

Thank you for your support this year. We wish you a Merry Christmas and a joyful New Year 🎁🥂

💡 Did you know about Xero’s new ‘Syft’ feature?Syft uses AI to automate your bookkeeping tasks like data entry and trans...
19/10/2025

💡 Did you know about Xero’s new ‘Syft’ feature?

Syft uses AI to automate your bookkeeping tasks like data entry and transaction matching, helping you save time and reduce mistakes. It’s like having a smart assistant inside your accounting software working 24/7 to keep your books tidy and up to date 🤖✨.

At Optimal Chartered Accountants, we stay on top of these innovations to give you faster, smoother service so you can focus on growing your business! 🚀📊

A quick check-in now can set you up for a stronger financial year 💪📈Ready to grow your business with less stress? 😌✨It s...
17/10/2025

A quick check-in now can set you up for a stronger financial year 💪📈

Ready to grow your business with less stress? 😌✨

It starts with tracking every dollar 💰📊. We help you make sense of the financial data and put it into action 🚀💡

📅 October Key Dates Are Here! ✨Staying on top of your tax and lodgement dates means less stress, no late fees, and more ...
09/10/2025

📅 October Key Dates Are Here! ✨

Staying on top of your tax and lodgement dates means less stress, no late fees, and more time to focus on your business 💼🙌

✅ Check your upcoming ATO dates
✅ Make sure your bookkeeping’s up to date
✅ Reach out if you need support — we’re here to help! 💬

Follow us for more reminders and simple tips to make running your business easier💡

Claiming the cost of managing your tax 👇Yes! You can claim a deduction for the cost of doing your tax return.You can cla...
29/09/2025

Claiming the cost of managing your tax 👇

Yes! You can claim a deduction for the cost of doing your tax return.

You can claim:
✅ Registered tax agent fees
✅ Costs for tax advice related to your income
✅ Travel to see your tax agent
✅ Interest charged by the ATO on underpaid tax

You can’t claim:
❌ Fines or penalties from the ATO
❌ Fees paid to someone not a registered tax agent

Tip: Keep your tax invoice from your accountant - it could give you a deduction next year!

🔍 Market Value Reminder for SMSFsThe ATO requires all SMSF assets to be reported at market value as at 30 June each year...
26/09/2025

🔍 Market Value Reminder for SMSFs

The ATO requires all SMSF assets to be reported at market value as at 30 June each year.

This includes:
🏡 Property
📈 Shares
📊 Managed funds
🖼️ Collectables

Accurate valuations are essential for:
✔️ Member balances
✔️ Contribution limits
✔️ Pension payments
✔️ ATO compliance

💡 Not sure if your asset values stack up? We can help make sure everything’s in order before EOFY.

Reach out if you need support! 📩[email protected]

When your books are happy, your business is too!When your books are clean and up to date, everything feels lighter.✅ Mor...
18/09/2025

When your books are happy, your business is too!

When your books are clean and up to date, everything feels lighter.

✅ More confidence in your numbers
✅ Smarter decisions for growth
✅ Less stress at tax time

Ready to stress less about your numbers?

We’ve opened spots for new clients!

Schedule a call and let’s chat! 📞 (07) 4122 3522

📚 Journal entries might bring back memories from Accounting 101 or business class, or maybe you’ve watched your accounta...
16/09/2025

📚 Journal entries might bring back memories from Accounting 101 or business class, or maybe you’ve watched your accountant create them at month or year-end.

They play an important role in adjusting financial records, but most business owners don’t need to create them manually.

❗ Why? One wrong debit or credit can throw off your entire financial picture — leading to inaccurate reports and costly mistakes.

Most everyday transactions like sales, expenses, and invoices don’t require journal entries at all.

Manual journal entries are typically reserved for adjustments like:
📉 Depreciation
💼 Payroll accruals
🛠️ Error corrections
📅 Year-end closing entries

These adjustments are best handled by a qualified bookkeeper or accountant to ensure accuracy and compliance.

If your accountant advises a journal entry, follow their guidance — but avoid making manual adjustments without professional expertise.

✅ When in doubt, work with a professional!

Looking back on photos from when I first went into business 11 years ago. How things have changed ✨Back then it was lat...
12/09/2025

Looking back on photos from when I first went into business 11 years ago. How things have changed ✨

Back then it was late nights and weekends building the business. Now it’s late nights and weekends running after two little girls (and somehow still work too!) 😅🩷🩷

Here’s to the next 11+ years 🚀

P.S. Don’t judge the after-hours CEO look. It’s very exclusive 😝

Can you start an SMSF with your partner?👫Yes! SMSFs can have up to 6 members, typically:✔️ Spouses✔️ Adult children✔️ Bu...
12/09/2025

Can you start an SMSF with your partner?👫

Yes! SMSFs can have up to 6 members, typically:
✔️ Spouses
✔️ Adult children
✔️ Business partners

But remember:
👉 All members must be trustees or directors
👉 Everyone shares responsibility
👉 Choose your co-members wisely!

It’s a family affair — but with serious legal obligations.

💡 You can also be the sole member if you have a corporate trustee.

Contact us today to find out more. 📞 (07) 4122 3522.

ATO letters don’t have to control your life 📬💥 Whether it’s one notice or a whole stack, we’ll help you sort it out quic...
11/09/2025

ATO letters don’t have to control your life 📬💥

Whether it’s one notice or a whole stack, we’ll help you sort it out quickly and painlessly 🧹📄

Take the first step towards clearing your tax backlog today!
📞 (07) 4122 3522
📨 [email protected]
🏡 92 March Street, Maryborough Q 4650

Claiming Dividend Deductions 📈If you earn dividend income, you might be able to claim certain related expenses to reduce...
10/09/2025

Claiming Dividend Deductions 📈

If you earn dividend income, you might be able to claim certain related expenses to reduce your taxable income!

You can claim:
✅️ Account-keeping fees for investment accounts
✅️ Interest on loans used to buy dividend-paying shares
✅️ Management fees or financial advice related to maintaining investments
✅️ Costs of internet or phone used to manage your share portfolio (apportioned)

🚫 You can’t claim:
❌ Brokerage fees for buying shares (they’re included in cost base)
❌ Upfront financial advice fees not related to income production

💡 Tip: Keep a record of all investment-related costs - even small ones can add up!

Address

92 March Street
Maryborough, QLD
4650

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm

Telephone

+61741223522

Website

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We offer a comprehensive range of accounting and taxation services, including business accounting, business development advice, tax planning, income tax returns, SMSF administration and more. Our goal is to provide quality services at affordable prices.