Fortuna Advisory Blogs

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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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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When should you update your Will?

While no list can capture every scenario where changing your will would be desirable, the list below covers most cases...

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

Fortuna Accountants & Business Advisors along with Fortuna Legal combined to successfully object to an amended...

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Passing of Superannuation after death

The critical objective of estate planning is to ensure that the right people get your assets after you pass away....

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What happens if a person dies without a Will?

It is a topic that no one likes to think about, but the importance of making a proper Will cannot be emphasised enough.

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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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