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 change relates to employers who pay salary sacrificed amounts into an employee’s superfund. The following information is therefore an update for employers. Please contact us if you would like to chat.

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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 they also need to know -

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When should you update your Will?

by Stephen Gethin | Oct 17, 2019 | Blog

While no list can capture every scenario where changing your will would be desirable, the list below covers most cases where updating your will would be advisable, in addition to the obvious one: if it no longer reflects your wishes.

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

by Louise Davies | Oct 02, 2019 | Blog

Many Australians have a false belief that the insurance policy they hold within their superannuation funds will protect them when they need it most.  

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Understanding Your Pension after Retirement in Australia

by Melvyn Gilbert | Sep 18, 2019 | Blog

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?

by Gerald Chikwanda | Sep 06, 2019 | Blog

Owning a house has long since been an Australian dream. The process was the same; rent at first, save for a deposit then jump into ownership at the earliest. This way of life made for a predictable housing pattern. Nowadays, however, behaviours have changed, especially in Western Australia. A need for lifestyle flexibility, difficulties in saving for a home deposit and a lack of confidence in...

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Black-tie dinner to end homelessness – Really?

by Charles Rinaldi | Aug 30, 2019 | Blog

Fancy dining experiences and black-tie functions seem to be somewhat becoming a trend in fundraising lately. However, does that extravagance hurt the cause more than it helps? With several charities taking this approach, it is increasingly coming under scrutiny and becoming much criticised. People have more than often voiced disappointment over such classy evenings being nothing more than another...

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

by Stephen Gethin | Aug 13, 2019 | Blog, News

Fortuna Accountants & Business Advisors along with Fortuna Legal combined to successfully object to an amended assessment issued by the ATO which sought to impose additional tax, penalties and loss denials on a restaurant group of over $500,000.

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Which Type of Super Fund is Right for You?

by Louise Davies | Jun 12, 2019 | Blog, News

Superannuation.

Every working Australian has it, we all need it, but not all of us take the time to think about exactly what is happening with our money.

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What are Variable Home Loans all about?

by Louise Davies | May 23, 2019 | Blog

When considering a home loan, you need to decide on the type of loan to apply for. Because of their flexibility and low rates when compared to other types of mortgage products, many people opt for variable loans. So, what are these variable home loans all about - is this type of loan right for you? 

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