Fortuna Advisory Blogs

Are you prepared for the changes to the Age Pension assets test?

How the assets test will work in 2017 could increase your Age Pension entitlements, or take some or all of them away.

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How NALI can affect your SMSF – An Overview

Non-arm’s length income (NALI) has received a lot of attention lately, particularly in regards to Limited Recourse...

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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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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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