Category Archives: Blogs

What to do if you get Audited by the ATO

Does panic set in the moment you receive a call from the ATO or your Accountant telling you that you are about to have your taxes audited? If it does, and you lose your sense of control & begin stressing, the first thing to do is just stop and breathe. Many times, its not what […]

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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. If a person dies without leaving a Will this is known as dying “intestate”. This can also happen if a person has a will, but the Will is invalid because, for example […]

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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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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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