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Author Archives: Melvyn Gilbert

FIFO Workers: What to Do to Avoid a Financial Disaster

Given the previously seen volatility of the resources sector in WA, our expert Financial Planner, Louise Davies is warning those who have jobs as high paid fly-in-fly-out (FIFO) workers to spend wisely and make a financial plan or face some dire consequences. As WA sees an increase in the demand for FIFO workers, Ms Davies […]

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Improving business efficiency in 2019 – 7 ‘killer’ tips

The New Year is the perfect time for organisations to reassess their operations, and to implement new and more efficient processes. If done correctly, this will lead to better productivity and greater profits, as well as more satisfied customers and better employee morale. Of course, improving business efficiency is not ‘rocket science’. With this in […]

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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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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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Dinesh takes charge as the President of Wanneroo Business Association

We are excited to have our Managing Director, Dinesh Aggarwal, as the new president of the prestigious Wanneroo Business Association (WBA). The new board was appointed during the AGM held on 18th of July 2018 and was witnessed by members of the Wanneroo small business community. The city of Wanneroo Mayor- Tracy Roberts also graced […]

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