Helping navigate the world of tax.

Gathering resources and building understanding is crucial but sometimes overwhelming. fortune5 knows that.....how refreshing.

Our Services

fortune5 is a dynamic accounting practice with an established reputation for delivering individually tailored solutions to its clients in areas of:

Accounting

Financial Statement Preparation
Financial Analysis
Budget and Cash-Flow
Regular Performance Reviews
Business Management Advice
Corporate Secretarial Services

Taxation

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

Business Structuring - Set-up and Advice
Business Growth Strategies
Managing the Business
Cash-flow Management

Consulting

Business Valuations
Succession Planning
Resources Management
Business Strategies
Consultant to your Board

Financial Services

Financial Planning Services
Investment Strategies
Portfolio Management
Business & Capital Equipment Funding
Bank Finance Liaison

Superannuation

Set up Self Managed Super Funds
Transition to Retirement Pensions
Estate Planning
Retirement Planning
Audit and Taxation Compliance

COVID Job Keeper

Our team of accounting specialists at fortune5 is available to guide you through the JobKeeper Payment process.

Accounting Software

Need help with invoicing software or help setting up cloud-based financial management software? Our team can help with QuickBooks, Xero and many more.

Need Tax Help?

Need Tax help or assistance? Our team is standing by to make sure you get the help you need.

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