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Services

Gathering resources and building understanding is crucial but sometimes overwhelming. fortune5 knows that.....how refreshing.
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Accounting
Sometimes managing your money is harder than making it – fortune5’s business
is to make that easier.
• Financial Statement Preparation
• Financial Analysis
• Budget and Cash-Flow Preparation
• Regular Performance Reviews
• Business Management Advice
• Corporate Secretarial Services

Taxation
Helping you to navigate the world of tax. fortune5 loves it!
• Preparation of Income Tax Returns – Individual, Partnership, Company,
Trusts and Superannuation Funds
• Income Tax Advice – Personal & Business
• Capital Gains Tax • Property Investments
• Goods & Services Tax (GST) • Payroll Tax
• Fringe Benefits Tax (FBT)
• Fuel Rebates • Research & Development Grants
• Entrepreneur’s Tax Offset
• Investment Allowances

Business Development
Onwards and upwards. fortune5 knows what it’s like to take a business
to a new level – we answer the hard questions.
• Business Structuring - Set-up and Advice
• Business Growth Strategies
• Managing the Business
• Cash-flow Management

Consulting
Sometimes you just need a sounding board. fortune5 listens.
• Business Valuations
• Succession Planning
• Resources Management
• Business Strategies
• Consultant to your Board

Financial Services
Positioning yourself to be in the best position – fortune5 sees it as a given.
• Financial Planning Services
• Investment Strategies
• Portfolio Management
• Business & Capital Equipment Funding
• Bank Finance Liaison

Superfunds
You’ve worked a lifetime for your money. It’s time for fortune5 to make your money work for you.
• Set up Self Managed Super Funds
• Transition to Retirement Pensions
• Estate Planning
• Retirement Planning
• Audit and Taxation Compliance
Contact fortune5.....it’s refreshing
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