Business Details
Expert Accounting Services in Maryborough
At Optimal Chartered Accountants, we prioritise trusted advice, tailored support, and lasting relationships. Based in Maryborough and serving clients across Australia, our team brings experience, professionalism, and a personal approach to every interaction. With a focus on accounting, taxation, and self-managed superannuation funds (SMSF), we deliver expert guidance tailored to individual client needs. Our adoption of cloud-based solutions like Xero ensures efficient, real-time collaboration and compliance.Led by Director Rachelle Wilson, our practice combines technical expertise with practical insights, supporting clients in navigating complex financial landscapes. We pride ourselves on modernising systems while maintaining integrity, providing clear communication and reliable solutions. Our commitment to evolving with industry changes ensures clients receive up-to-date, strategic advice to safeguard their financial futures.
Services
Tax Compliance
SMSF Advisory
Xero Setup
Bookkeeping
Business Structuring
Highlights and features
- We offer 20+ years of SMSF expertise with Director Rachelle Wilson.
- Our team provides Xero-certified cloud accounting and real-time collaboration.
- Personalised tax strategies ensure compliance and optimal financial outcomes.
- We combine local Fraser Coast knowledge with national service reach.
- Client-centric approach prioritises clear communication and proactive support.
Associations and certifications
- Chartered Accountants Australia and New Zealand
What people say
Exceptional service
Knowledgeable and proactive
Stress-free process
Clear communication
Trusted partner
Services
Tax & Compliance
We provide comprehensive tax compliance solutions, including income tax returns, GST/BAS lodgements, and ATO liaison. Our team ensures adherence to evolving legislation while optimising entitlements for individuals and businesses. With expertise across entity types, we deliver strategic tax planning to minimise liabilities and maximise returns.
SMSF Advisory
Specialist SMSF guidance covers fund setup, compliance audits, and retirement planning. Director Rachelle Wilson offers tailored strategies for contribution planning, pension structuring, and regulatory adherence. We coordinate with auditors and provide ongoing administration to ensure ATO compliance and long-term fund efficiency.
Xero Setup
Our Xero-certified team handles software setup, chart of accounts configuration, and customised training. We integrate real-time bookkeeping with tax compliance, ensuring accurate financial reporting and seamless tax preparation. Ongoing support includes automation and workflow optimisation for business efficiency.
Bookkeeping
We offer outsourced bookkeeping services with real-time Xero collaboration. Services include payroll processing, financial statement preparation, and BAS lodgement. Our cloud-based systems ensure up-to-date records, regulatory compliance, and timely financial insights for informed business decisions.
Business Structuring
Expert advice on selecting optimal business structures, including company incorporation and trust establishment. We assess tax implications, liability protection, and growth requirements to create foundations for commercial success. Regular structure reviews ensure alignment with evolving business objectives.
People
Rachelle Wilson
Principal
With 20+ years in accounting, Rachelle specialises in SMSF advisory and tax compliance. A Chartered Accountant and registered tax agent, she combines technical expertise with local industry knowledge across diverse sectors including agriculture and healthcare.
Michelle Langusch
Client Manager
Over 25 years of regional accounting experience, Michelle serves as Client Manager. A CPA Australia member, she delivers tailored financial solutions to businesses across construction, agriculture, and retail sectors from her Maryborough base.
Tammy Rice
Client Manager
Tammy provides dedicated client support with five years in Maryborough and remote service from North Queensland. Her expertise in bookkeeping and tax compliance ensures consistent, high-quality service delivery for business clients nationwide.
Georgia Lynch
Client Manager
Georgia manages bookkeeping and tax matters with a Bachelor of Commerce background. Her skills in payroll, financial reporting, and compliance support clients across the Fraser Coast region in achieving financial objectives.
Gemma Feasey
Administration Officer
Gemma supports operations as Office Administrator while completing her Business Administration degree. She maintains efficient workflows and client communication, ensuring professional service delivery in the Maryborough office.
Questions
What accounting services do you offer?
We provide tax compliance, SMSF advisory, Xero setup, bookkeeping, and business structuring services tailored to individual and business needs.
Do you specialise in SMSF management?
Yes, Director Rachelle Wilson personally manages SMSF services including setup, compliance, and retirement planning with ATO-authorised advice through SAN.
Can you help with Xero accounting software?
Our Xero-certified team offers setup, training, and ongoing support to ensure efficient cloud-based accounting and real-time financial management.
Are your services available outside Queensland?
We serve clients nationally through cloud-based systems, supporting businesses and individuals across Australia with remote accounting solutions.
