ACCOUNTING & BUSINESS ADVISORY
- Tax and Compliance Services
- Business Advisory
- Strategic Business Development
- Self-Managed Superfund
- Bookkeeping & CFO services
Fortuna Advisory Group was born to create the joy that comes from seeing dreams become reality. A conglomerate of professional service providers, we believe that financial understanding and security are often keys that enable this. Our work brings people on a journey with us empowering businesses and individuals to reach their full potential, while positively impacting the lives of business owners, their teams, customers, and society itself.
Located in Balcatta, WA and branch office in Carnarvon, we demonstrate our belief by providing award-winning solutions in the areas of Accounting & Tax Advisory, Finance & Mortgage Broking, Legal Services and Wealth Management. We also believe in giving back to society through our philanthropic arm – The Fortuna Foundation.
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As of the 1st of July 2018, those who purchase new residential premises or potential residential land need to withhold an amount from the purchase price and pay it directly to the ATO on or before settlement[...]
"We have been using the services of Fortuna Advisory Group for over 7 years and worked with their Smart Finance Division last year to assist us to navigate the purchase of an investment property through our SMSF.
The whole process was well managed and efficiently executed with the Fortuna Team providing helpful and well- informed advise at all stages along the way.
We would highly recommend their services to other small businesses."
Fortuna staff have always listened to what I need and then provided me with excellent support, advice and strategies to achieve my business and financial goals.
“Fortuna has done my business’s tax returns for the past few years and I have found them easy to deal with, very knowledgeable and prompt in the return.
I’ve had to ask for extra work done regarding my selling the business and they have been most helpful.
I wouldn’t hesitate to recommend Fortuna for any accountancy work as they are the best accountants I’ve ever dealt with!
I would highly recommend Fortuna and all their services to any business.”
"We found Fortuna on google after exploring a couple of other accountancy firms which offered a complementary consultation service. Fortuna showed us the value of having an active accountancy firm by our side. Fortuna has been of great support in directing us rightly, contributing towards our objectives and keeping track of all the “NUMBERS”. Their contributions are absolutely helping us in moving forward each day towards our goals!"
"We crossed to Fortuna and were not only impressed by the professional and organised set up Fortuna had then, but 3 years later even more so. We underestimated (due to past experiences) just how diligent accountants could be, and have continued to be impressed by avenues Dinesh and the crew have looked at to help our business grow, be more efficient or become more organised.
We have already recommended Fortuna to close friends and have no hesitation in putting Dinesh forward to people asking our opinion on accountants and business advisors."
"We would like to start by thanking Fortuna Accountants for all their hard work, dedication and continuous commitment towards our financial expectations, regular tax meetings and our ad hoc conversations to touch base and ensure our progress and stability. Our family always feels welcome at Fortuna. Our daughter Mercedes has grown up knowing who our accountants are and who we trust to help us with our financial decisions. We are most grateful for the assistance that the team at Fortuna have provided us, the friendly service and their commitment in providing the best financial outcome at all times. As a result of their hard work we have been able to enjoy yearly holidays to Europe and Asia. A big thank you"