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26-Jun-2018 Fortunity

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Central Coast Not-For-Profit Forum 3 - Grants, Sponsorship and Fundraising

The Central Coast Not-for-profit Forum is a 2018 initiative committed to supporting the not-for-profit sector on the Central Coast through seminars, educational workshops and support services.


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Managing Growth Workshop - 6th of June

Managing Growth Well. Not all Growth is equal!
Complimentary Morning Workshop - 6th of June.
As businesses grow they become challenged on a number of fronts. Growth comes with inherent risks which are sometimes not fully understood.


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Director Roles and Responsibilities proves a popular topic for Central Coast Not-for-profits

On Tuesday last week the second Central Coast Not-for-profit Forum was held at Breakers Country Club at Wamberal. The special guest speaker was Phil Butler, Not-for-Profit Sector Leader for the Australian Institute of Company Directors.

20-Apr-2018 Fortunity

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Central Coast Not-For-Profit Forum 2

The Central Coast Not-for-profit forum is a 2018 initiative committed to supporting the Not-for-profit sector on the Central Coast through seminars, educational workshops and support services. The topic of the next session to be held in May is Director Roles and Responsibilities.


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Central Coast Not-For-Profit Forum

The Central Coast Not-for-profit forum is a 2018 initiative committed to supporting the Not-for-profit sector on the Central Coast through seminars, educational workshops and support services.

24-Aug-2017 Fortunity

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Have you entered the "Living the Dream" Competition?

Do you have a dream, passion or idea? Are you ready to take action and make it happen? Enter for a chance to WIN $5,000, and #getaplan to kickstart your dream.

21-Aug-2017 Fortunity

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Happy Financial Planning Week

Every year, the Financial Planning Association (FPA) holds Financial Planning Week, to remind Australians about the importance of financial planning.

14-Aug-2017 Fortunity

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How Productive are you? Here are 8 ways to find out

There’s a difference between being busy and being productive. While it’s true that both types of people are able to check items off of their to-do-lists, productive people check off the right items. Productive people focus on the ways that are going to have the biggest impact in both their personal and professional lives.

03-Aug-2017 Fortunity

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Important New: Minimum wage up by 3.3% from July 1 2017

The Fair Work Commission has handed down the decision to increase the minimum wage by 3.3% in its annual wage review.

24-Jul-2017 Fortunity

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Surf Life Saving Central Coast Awards of Excellence 2017

Congratulations to Surf Life Saving Central Coast Branch on a very successful Awards of Excellence 2017 evening with almost 400 members, supporters and stakeholders in attendance.

17-Jul-2017 Fortunity

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Employee record obligations - are you compliant?

In a timely reminder to Business Owners about employee record keeping obligations, the Federal Court has penalised two employers and their director over $37,000 for failing to keep proper employee records.

10-Jul-2017 Fortunity

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icare - What does it mean for Workers Compensation going foward?

You may have recently received correspondence from an organisation called icare. icare (Insurance & Care NSW) is a Public Financial Corporation that delivers workers compensation insurances (and other care services).

03-Jul-2017 Fortunity

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How to prevent Payroll Fraud

As the end of financial year approaches, it’s time to finalise your PAYG reports . This is also the time to check if there are any anomalies in your payroll system.

27-Jun-2017 Fortunity

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Penalty Rates Great Debate

Effective 1 July 2017, the Fair Work Commission’s decision to reduce penalty rates will be implemented. The reduction of penalty rates is a win for small business struggling with overheads.

29-May-2017 Fortunity

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Federal Budget FY17/18

The 2017-18 Federal Budget was handed down on 9 May with various tax changes announced.
The Budget focuses on boosting the economy and households so that “we live within our means and are able to return the Budget to balance in 2020/21”.

23-May-2017 Fortunty

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Superannuation Changes in 2017

You may be aware that in the 2016 Budget, the Government announced a range of changes to Superannuation legislation. These changes will be implemented from 1 July 2017 and may affect you in some way. The following provides a brief summary of the key issues.

09-May-2017 Fortunity

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Opportunities for business growth

You might be looking to create new products, find new business processes, or just be motivated to grow your existing operations. Whatever path you pursue, considering ways you can grow your business and adding them to your business plan will help you towards your business goals and finding new ways to achieve success.

03-May-2017 Fortunity

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Instant Asset Write-Off

Don't miss your opportunity to access the Small Business Instant Asset Write-off, which end on the 30th June 2017.

18-Apr-2017 Fortunity

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Dealing with Natural Disasters

If you have been affected by disasters, such as a cyclone, flood, bushfire or storm, don’t worry about your tax affairs right away. Be assured that the ATO will give you time to deal with your more immediate problems first and they can help you to sort out your tax affairs later.


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Fortunity Corporate Video

Come and meet the team at Fortunity. For an impressive approach to integrated business and financial advice, contact Fortunity today on 4304 8888

28-Mar-2017 Fortunity

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What Business Insurance should you consider?

Whoever said, “You can never have too much insurance” obviously never had to pay the premiums. Still, there’s no denying the fact you need it to protect your business and its assets.

So you probably have building and contents, public liability and public indemnity insurance. But what else should and can you get cover for?

21-Mar-2017 Fortunity

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Why modern business means adopting cloud-based software

“The cloud” is a phrase that means something very different these days, due to the increasing use of cloud computing. But what exactly is cloud computing? And is it a good option for SMEs (Small Medium Enterprises)?

14-Mar-2017 Fortunity

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Does your Not-for-Profit need a Compliance helping hand?

Ask our charities and not-for-profit organisations why they value Fortunity, and you will hear its our empathy and hands-on engagement with their work and understanding of the regulatory environment they now operate in.

13-Mar-2017 Fortunity

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The Business of Medicine

Are you a GP in business and want to improve your financial performance? Or are you interested in knowing how to set up a GP or Specialist Business?

09-Mar-2017 Fortunity

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Challenges Facing the Construction Industry

Some of the challenges the construction industry is facing right now include, Bad Cash Flow & Reduced Workplace Productivity to name but a few.

22-Dec-2016 Fortunity

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Do you trust your financial advisors?

If the answer is yes, it is most likely that your trust is well placed. We’re not a bad bunch overall and generally have your best interests at heart. However, maybe you are finding it difficult to completely trust the people you have put in control of your financial future. If this is the case, there are a few questions you can ask yourself to make sure you’re on the right track.

22-Dec-2016 Fortunity

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How long will your savings last into Retirement?

Retirement can be an exciting new chapter of life, but can also create a level of anxiety around whether you have enough money and how long that money will last.

Try our "Money Life Calculator"

22-Dec-2016 Fortunity

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Superannuation Packaging - how will you be affected?

The federal government has made significant changes to its superannuation package, including dumping plans for a backdated, lifetime cap of $500,000 on non-concessional contributions, in order to win over the back bench and ultimately, the Senate.

15-Sep-2016 Shaun O'Farrell

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The Importance of a Comprehensive Estate Plan

When it comes to the possibility of death or disability it pays to plan ahead… It’s more than just writing a Will and it certainly shouldn’t be left to the last minute.

17-Aug-2016 Fortunity

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How the government can help make your business idea a reality

Thomas Edison once said that “Genius is one percent inspiration and 99 percent perspiration”.

11-Aug-2016 Shaun O'Farrell

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Where does all my money go?

Ever logged into your account and thought you had more money available than you actually have displayed on the screen? As a result have you stood there in disbelief and frustration and thought “Where does all my money go?” What if the team at Fortunity could guide you to finding out where all your money goes?


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2016 SLSCC Charity Golf Day

Come join Team FORTUNITY at the SLSCC Charity Golf Day at Shelly Beach Golf Club.

03-Aug-2016 Craig Ayling

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What level of insurance cover does your family need?

If something unexpected happened and you could no longer financially support your family, it would be comforting to know that your life insurance would provide for you. Recent research suggests that wouldn’t be the case for most Australian families.

11-Jul-2016 Craig Ayling and Shaun O'Farrell

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What does Brexit mean for me?

As it is now a little time since the unexpected results of the UK ‘Brexit’ referendum became known, we thought it would be worthwhile to provide a brief update on what this may mean for investors & financial markets.

30-Jun-2016 Fortunity

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The Inaugural Fortunity SLSCC Club Conference, 2016

The team at Fortunity had the great pleasure of sponsoring the Inaugural Surf Life Saving Central Coast Club Conference on 25th June, 2016.

30-Jun-2016 Fortunity

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We have a Sulman Prize entry on our hands

Fortunity for many years has had a proud professional affiliation with award winning Artist, Peter Smeeth.

09-Jun-2016 Fortunity

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East Coast Storms: Unprecedented effort helps save homes and Clubhouses battered by king tides

It has been revealed that during the recent storms, more than 500 volunteers put over 12,000 sand bags in front of buildings put at risk by king tides and gale force winds.

30-May-2016 Fortunity

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Fortunity supports Central Coast Community College, Student of the Year 2016

On Wednesday night (27 April 2016) our Director Tim Davidson had the privilege to present Brittany Wales with the accolade of being the Central Coast Community Colleges Student of the Year, 2016.

19-May-2016 Fortunity

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The Release of the Federal Budget 2016

How will it effect you?
The Treasurer Scott Morrison has delivered his first Budget, but his Government’s third. It is based on a lot of things going Australia’s way.

21-Apr-2016 Fortunity

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Budget & Investment Update Event 2016

Join guest speaker Olivia Engel from State Street Global Advisors, as well as Director of Financial Planning, Craig Ayling for an update on the current state of the economy and investment markets.

21-Apr-2016 Fortunity

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Contractors and Employees… What’s the Difference?

Do you know the difference between employee and a contractor? Do you use contractors in your business?

29-Mar-2016 Fortunity

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A 9-point checklist for paying less tax (Providing you act quickly)

Depending on your situation, this tax planning process could save you many thousands of dollars. That’s cash in your bank account, rather than the Tax Office’s.

10-Mar-2016 Fortunity

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Minimising the Cash Gap and Increasing your Cash Flow

Whether your business is growing or struggling, managing your cash flow effectively is absolutely essential, and for many, the very key to business survival. You may have heard the statistic that over 60% of businesses that go bust are still profitable, but just ran out of cash.


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The Business of Medicine

Want to know how to set up a GP business? Or are you a new GP to Australia?

03-Feb-2016 Fortunity

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Toowoon Bay Nippers and Fortunity

A big Thank you to all the Nippers of Toowoon Bay SLSC. We were chuffed to receive this photo from all the juniors proudly smiling on their beach in front of our flag.

20-Oct-2015 Fortunity

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Tax Scam Hits the Hunter

Hunter residents have been warned that a taxation scam is doing the rounds across the region.

07-Oct-2015 Fortunity

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Fortunity partners with Surf Life Saving Central Coast

Fortunity is pleased to announce that we have signed a new partnership agreement as the new 'business and financial advisors' of Surf Life Saving Central Coast (SLSCC) and the Central Coast Surf Clubs.

07-Oct-2015 Fortunity

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Unmasking Liability: 6 Signs That Contractor Is Really Your Employee

In a lot of situations, hiring a contractor to get a particular job done makes perfect sense. It may require expertise or skills that none of your current employees have. You may only need someone for a short timeframe to clear a backlog of work, or maybe you just want to avoid having to go through a formal recruitment process.


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3 Reasons Personal Budgeting is Brilliant, Not Boring!

If a business owner said to you that they run their business without a budget, what would you think? You’d think they were incompetent. Or perhaps lazy? Or both?

But what do most families do?

When you think about it, a family is actually a mini business. There is income, there are expenses and there is, hopefully, something left over to invest and to enjoy.

So why don’t most families operate to a budget?


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Why Every Business— Regardless of Size—Needs a Cash Flow Forecast

There’s a saying in business, “You can go broke making a profit.” And another, “Cash is king. Profit is theory.” As you know only too well, you don’t pay rent, meet payroll or pay your bills with profit. You pay them with cash.


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3 Reasons Your Business Needs A Budget Now...

For many, the word ‘budget’ is about as appealing as the word ‘diet’. It seems to imply what you will go without, rather than what you will achieve. To a successful business owner, however, the word ‘budget’ has a very different meaning.


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Your business, government grants and tax incentives. Are you cashing in?

Thomas Edison once said that “Genius is one percent inspiration and 99 percent perspiration”.

Unfortunately, going from that inspirational idea to the finished product takes a lot more than hard work. Just like Edison, you also need to invest in a lot of research and development.

And R&D doesn’t come cheap.

Fortunately the Federal Government helps business in two ways: Grants and Tax Incentives