Fortuna Advisory Blogs

Gifts to clients – are they deductable for tax?

Giving gifts to clients at Christmas time is always popular and may help win new clients and generate more income for...

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Salary sacrificing super changes coming Jan 2020! *Important update*

Changes to Salary Sacrificing to Super

There’s been an important change to employee super guarantee calculations. The...

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Gifts to staff – are they tax deductable or subject to FBT?

Christmas is a time where employers like to give gifts to their employees, in the spirit of the season. Along with this...

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When should you update your Will?

While no list can capture every scenario where changing your will would be desirable, the list below covers most cases...

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Insurance in Superannuation – The hidden trap that could leave you vulnerable

Many Australians have a false belief that the insurance policy they hold within their superannuation funds will protect...

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Understanding Your Pension after Retirement in Australia

Are you looking to retire soon? - Knowing how much you’ll need to live comfortably in retirement can be a challenge.

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The Million Dollar Question - Buy or Rent?

Owning a house has long since been an Australian dream. The process was the same; rent at first, save for a deposit...

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Black-tie dinner to end homelessness – Really?

Fancy dining experiences and black-tie functions seem to be somewhat becoming a trend in fundraising lately. However,...

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Standing up to the ATO: Fortuna Advisory Group wins $0.5 million tax objection

Fortuna Accountants & Business Advisors along with Fortuna Legal combined to successfully object to an amended...

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Which Type of Super Fund is Right for You?

Superannuation.

Every working Australian has it, we all need it, but not all of us take the time to think about exactly...

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