Fortuna Advisory Blogs

Stephen Gethin

Recent Posts

Australia's Poor Corruption Scorecard Questioned

The recent Transparency International report “finding” that Australia slipped 12 places in its Corruption Perceptions...

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Lost Trust Deed Case – All Trust Property Held to Belong to Transferor's Estate

The recent Victorian case Mantovani v Vanta Pty Ltd (No 2) [2021] VSC 771 involved a lost discretionary trust deed. The...

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How to Mitigate Risks and Get Paid

In these challenging economic times, the last thing any business needs is late or non-payers. Below are various common...

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How do I sell my business and pay no capital gains tax (CGT) on the proceeds?

You may be eligible for one or more of the CGT discounts and exemptions below when selling your business. With...

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When is a Superannuation “Death Benefit” not a Death Benefit?

The question in the headline is of major significance in estate planning. As readers are aware, the taxable component...

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Challenging a Superannuation Death Benefits Payout

Everyone is familiar with the potential to challenge a will if they feel they were unfairly left out. With many...

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Leasing new business premises? DON’T sign that Offer to Lease…

When selecting new leased premises, tenants must be careful of two critical issues in the ‘Offer to Lease’ (OTL). The...

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Unscrambling the nest egg: Removing an SMSF member on relationship breakdown

It is normally too late to implement this strategy when a relationship separation occurs. The framework to enable a...

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