Fortuna Advisory Blogs

Wills and Superannuation Death Benefits: A Disconnect in Many Estate Plans

Passing on super requires the same care as making wills

The key objective of estate planning is to ensure that the...

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Protecting Your Assets from Liability: Part I – Proper Sale/Supply Contract Drafting

Three main controls on liability risk

If you run a business you personally, and the business, are subject to liability...

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Why Your Parents Need Tax-Effective Wills: or how to pay 13% tax on $200,000 p.a.

Author: Stephen Gethin, Director, Fortuna Legal

Large tax savings through “full-family” income splitting

Most people...

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Tax issues for trusts — essential reading for all trustees

A recent ATO publication highlights the importance of planning for year-end trust distributions. If, for instance, the...

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State Government announces funding available for SMEs

The State Government announced, last week, funding of up to $20,000 will be available for SMEs through the 2015...

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