“Fortunity is here to support you while you are busy supporting the community”
For more than 30 years Tim Davidson has been the lead auditor and accounting partner for a variety of organisations operating in the not-for-profit area including schools, charitable organisations, aged care, retirement villages, service organisations, etc. Tim has also served on the Regional Advisory Board of Uniting Care Aged Care and was also a member of their finance committee which was tasked with the selection and implementation of new financial and care systems, as well as monitoring the financial well being of the organisation during the difficult transition to the new aged care funding model. Tim has also assisted many not-for-profits with the application, and acquittal of grant funds from a variety of grant providers.
For 30 years Paul Bolton has specialised in business valuations, taxation law and business planning. He is a former Board Member of Lakes Grammar School, having served in this capacity for 11 years. In addition, he is a former Treasurer for Catherine Hill Bay SLSC; a position he occupied for 7 years. Paul has extensive involvement in the not-for-profit sector both professionally and personally. He has been instrumental in Fortunity sponsoring Surf Life Saving Central Coast where our services are aimed at making a significant contribution to the clubs’ financial operation and management and help to improve governance and transparency. Paul and his team are certainly well equipped to provide our services to your organisation too.
How we look after not-for-profit organisations?
At Fortunity, we are more than Accountants, Financial Planners and Auditors. We believe we have an expertise in the not-for-profit sector with a strong understanding of what it means to have a community focus. This experience and industry knowledge will allow Fortunity to align with the mission of your organisation. Fortunity provides the highest quality care and support responding to the changing needs of your patrons.
We will help your organisation by providing tailored, practical solutions that include:
- Being your virtual CFO, providing ongoing accounting, assurance, auditing, financial planning and taxation advice
- Maintaining tax concessions and exemptions
- Salary packaging and remuneration structure advice
- Managing your regulatory compliance obligations
- Funding applications
- Financial forecasting and budgeting
- Benchmarking and consulting
- Establishing charitable trusts
- Corporate governance advice for boards
History of experiences
Your organisation will be supported by a proven team of not-for-profit specialists who become your trusted business partners. Our history of experience extends to multiple organisations from sectors such as:
- Religious organisations
- Disability services
- Age care
- Sporting clubs
- Early, Primary and Secondary Education
- Community agencies
- Organisations for the disadvantaged
- Veteran support services and emergency accommodation
Why Choose Fortunity?
With each of Fortunity’s six Directors contributing long-term client relationship portfolios, specialist expertise and a vast array of client-specific experiences, Fortunity has been built on the strength of a consistent track record that offers clients knowledge, understanding, customer service, reliability and professionalism like no other. Together they have accumulated an impressive 140 years of experience in the financial services sector.
Give us a call today on 02 4304 8888 and let us support your not-for-profit organisation today.