Advisor liability risk from super death benefit nominations



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

by Stephen Gethin | Jan 27, 2020 | Blog, Lease, Business

When selecting new leased premises, tenants must be careful of two critical issues in the ‘Offer to Lease’ (OTL). The commercial rental market is now very tenant-favoured in many areas of Perth. Many tenants think they have done a great job by beating the landlord down on rent and negotiating a large fit-out contribution or a long rent-free period. Feeling satisfied with themselves, they then...


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.


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.  


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.


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...


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...


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.


Which Type of Super Fund is Right for You?

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


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.


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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