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The No-Plastic Challenge – spend using cash only

In an environment where we rely on our plastic cards so much, one of our professional financial experts has gone bank-card free in an effort to show how we can win with battle of budgeting. Louise Davies from Infinity Wealth Management (a subsidiary of Fortuna) recently decided to self-impose a ban on using plastic bank cards – including credit and debit cards in order […]

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ATO’s ‘Justified Trust Initiative’ – Do you need to be worried?

The agenda? – To shape and preserve the Australian community’s confidence that taxpayers are indeed paying the correct amount of tax. With this in mind, the ATO recently introduced its Justified Trust Initiative and its already leaving its mark on businesses in WA! Did you know that if you are a company director you have […]

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Fortuna sponsors Edith Cowan University for the ‘Big Idea’ student competition

At Fortuna we strongly believe in building a better future for the next generation by empowering businesses and individuals that share this belief. Driven by this belief, we sponsored ‘The Big Idea’ competition, hosted by ECU at their Joondalup campus on the 25th of October. Run conjointly with the ECU School of Business and Law, The Big Idea […]

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Fortuna brings back national glory to WA – Wins IABCA 2018 SME of the Year

We are humbled to have succeeded in bringing back glory to WA yet again.  Fortuna Advisory Group won the prestigious 2018 SME of the Year award at the India Australia Business & Community Awards (IABCA) held at the Brisbane City Hall on 12th October. Melvyn Gilbert received the award on behalf of the team. In […]

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Naturality – The New Normal in CRM

There are hundreds of management jargons which revolve around us on a normal day – while some of them are quite impressive to use at lectures, most are practically hilarious to real professionals. I had some time today and thought of writing about this new jargon – something I have been thinking about for a […]

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The WA economy – How its affecting your business

Small businesses represent more than 96 percent of all businesses in Western Australia – making a contribution of almost $40 billion per year and as global growth has picked up, so has demand for WA’s commodities. It is expected that export growth will continue to be the state’s most important economic engine over the next […]

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Are you a Start-up?: Here are some creative ideas on how you could boost your sales

As a person associated with marketing of professional services, I have often questioned myself as to which channel is the best of all and I can, with certainty say that there is not a single one better than another. At the end of the day, I suppose if a channel works great for your business, […]

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Negative gearing: What does this really mean?

If you’ve heard the term ‘negatively geared’ thrown around, not knowing what in the world was being spoken of and always had it fly right over you, then please read on. It may have far arching effects on your pocket and  how much tax you ultimately pay. In simple terms, negative gearing is when you […]

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Little Known Tax Savings to Lower What You Owe

Trying to figure out how much money you can save on your taxes can be difficult, especially since the tax guidelines seem to change just slightly every year.  While it might seem like you have a number months to prepare the information for your taxes, the reporting deadline will arrive faster than it seems like […]

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High alert issued over myGov scam

The National Cyber Security Alliance website – ‘Stay Safe Online’ has issued a high alert concerning a bogus myGov email. The email promises taxpayers a tax refund but instead is being used to steal financial and personal information. The email has the subject line, ‘Important information regarding your account’, has the myGov logo and claims […]

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