Fortuna Advisory Blogs

    2024-25 Australian Federal Budget Breakdown: Your Financial Strategy Insights

    Business, small business owner, Superannuation, Budgeting, Financial Planning, Business Advisory, Wealth Management, Australia, budget, federal budget

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    Budget written on piece of paper

    What Happens To Your Property and Super if You Die Without a Will?

    Superannuation, Wills, Legal Advice

     Stephen Gethin, Legal Director at Fortuna Advisory Group, answers some commonly asked questions around how your assets...

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    Super Funds Above $3 Million Hit With New 30% Tax Rate

    News, Tax, Superannuation, Australia, Government

    After hearing weeks of rumours surrounding superannuation concessions, the change has been announced. The Australian...

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    Hammer being brought down on new tax and superannuation legislation

    Superannuation Explained: Your Entitlements and How it Works

    Superannuation, workers compensation, Business Advisory, retirement, Australia, Accountants, super

    Pay and perks or good earnings in businesses are an important part of Australians’ lives. These sources of income help...

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    Retired couple looking at each other laughing in the park on a bench.

    Insurance in Superannuation – The Hidden Trap Costing People Thousands

    Superannuation, Investment, riskmanagement, Financial Planning, Wealth Management, policy, insurance

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    Superannuation

    Top 5 Costs to be Aware of When Employing Staff

    employee, Superannuation, cfo, business costs, CFO Services, annual leave, staff, workers compensation, CFO Advisory

    So, your business has grown from being a one-man band micro-business and you are ready to start employing staff. You...

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    Advisor liability risk from super death benefit nominations

    Blog, Superannuation, Death Benefit, legal, DBN

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    When is a Superannuation “Death Benefit” not a Death Benefit?

    Tax, Superannuation, Death Benefit, legal

    The question in the headline is of major significance in estate planning. As readers are aware, the taxable component...

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    Superannuation

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