Fortuna Advisory Blogs

Separating personal and business expenses

There are some things in life that go together well and others that definitely do not. Business and personal finances...

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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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Tips to Keep Your Business Finances in Order

If you’re like most small business owners, you spend the majority of your time managing daily operations, keeping...

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Tips for switching off during the holidays

The holiday season is once again here, and with it comes time to relax, focus on family and friends and take stock in...

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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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The Staff Christmas Party – is it tax exempt?

At this time of year, employers like to throw parties for clients and employees. This is a great way of saying “thank...

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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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