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Make the Most of Your Most Significant Financial Asset.
We cut through the complexity of the superannuation system and help you make the most of your super at every stage of life, whether you are building it, restructuring it, or preparing to access it.
Superannuation Advisory Services
Superannuation is one of your most significant financial assets, yet the rules and available strategies are notoriously difficult to navigate. The right advice at the right time can make an enormous difference to your long-term outcome.
Fund review and consolidation: existing funds assessed for fees, performance, and suitability.
Contribution strategy: concessional and non-concessional strategies advised to maximise tax efficiency.
Salary sacrifice: employer contribution arrangements structured and documented correctly.
Catch-up contribution rules: prior year unused concessional cap carried forward and utilised.
Investment strategy: investment option appropriate to your age, risk tolerance, and retirement timeline advised.
Death benefit nominations: binding nominations and reversionary pensions coordinated with your estate plan.
Most People Are Not Getting Nearly Enough From Their Super
Contribution caps, concessional strategies, carry-forward provisions, and the interaction between super and tax all present significant planning opportunities that most people simply do not know to ask about. Our advisors apply this knowledge to your specific situation.
Estate Planning and Legal Advice in the Same Team
Superannuation does not automatically form part of your estate and the rules around death benefits are complex and frequently misunderstood. Our advisors work alongside Fortuna's legal team to ensure your super is structured to pass to the right people in the right way.
Making Complex Operations Simple for ASX-Listed Companies
Making Complex Operations Simple for ASX-Listed Companies
Experience That Makes a Difference
Our superannuation advisors combine deep technical knowledge of the super system with genuine care for your long-term wellbeing, working closely with Fortuna's accounting and legal specialists.
With 15 years of global experience and a passion for meaningful outcomes, Mili leads Fortuna's wealth management division with the belief that financial freedom is just the beginning.
Mili Aggarwal
Director - Wealth Management
Winner of Australian Accounting Awards 2022 (New Partner of the Year), Melvyn is a qualified CPA with 2 master’s degrees and over 15 years of international experience. Melvyn specialises in Business Strategies and CFO Services, Accounting & Australian Tax.
Andrew O'Neil
Senior Financial Planner
Winner of Australian Accounting Awards 2022 (New Partner of the Year), Melvyn is a qualified CPA with 2 master’s degrees and over 15 years of international experience. Melvyn specialises in Business Strategies and CFO Services, Accounting & Australian Tax.
Louise Davies
Senior Financial Planner