Fortune 5 opening hours in Geelong
Open 7 Days a Week
Phone
(03) 5222 2511
Call
Website
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Fortune 5 opening hours in Geelong
Accountants & Auditors near me
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About Us
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Products and Services
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FAQs
About Us
About Fortune 5
AT A GLANCE
- Business Management Advice
- Income Tax Advice - Personal & Business
- Cash - flow Management
- Financial Planning Services
- Audit And Taxation Compliance
Our expertise and strategies are based on a practical knowledge.
It is important to Fortune 5 that their expertise and strategies are based on a practical knowledge of business and an intricate understanding of your financial position. That way, the balance of integrating the two means that you just feel more relaxed and have greater peace of mind.
About Us
Fortune 5 wants clients to understand their current and future financial options and how their needs will integrate into this process. It is not enough to simply find rapid solutions in reaction to problems. Fortune 5 wants to carefully plan for solid, well-structured long-term solutions that are reflective of a business or person and their future financial goals.
Services
Fortune 5 is a dynamic accounting practice with an established reputation for delivering individually tailored solutions to its clients in areas of:
- Accounting
- Taxation
- Business Development
- Consulting
- Financial Services
- Superannuation Funds
- COVID Job Keeper
- Accounting Software
Financial Strategies And Outcomes:
Financial strategies and outcomes are not fixed however. Fortune 5 is committed to servicing and maintaining long term relationships with its clients. Talking together so that we can respond to your changing needs & circumstances means that you know your options are always flexible.
Our team uses its vast experience in the profession coupled with superior skills & strategies to provide you with comprehensive, relevant business services. Please call on (03) 5222 2511 to make an appointment today.
- Staff
- 1-10
- Established
- 1989
Products and Services
Offering
Business Development, Consulting, Small Business
Services
Taxation
Keywords
Budget and Cash-Flow Preparation, Company, Goods & Services Tax (GST) Payroll Tax, Business Valuations, Managing the Business, Succession Planning, Cash-flow Management, Preparation of Income Tax Returns, Fuel Rebates, Accounting, Investment Strategies., Auditors VIC, Corporate Secretarial Services, Accountants VIC, Personal & Business Income Tax Advice, Capital Gains Tax Property Investments, Superannuation Funds, Research & Development Grants, Business Development, Auditors, Resources Management, Consultant to your Board, Financial Analysis, Financial Services, Auditors Victoria., Financial Goal, Trusts and Superannuation Funds, Business Growth Strategies, Financial Strategies, Accountants, Business Management Advice, Financial Outcomes, Investment Allowances, Entrepreneur's Tax Offset, Regular Performance Reviews, Partnership, Individual, Consulting, Accountants Victoria, Accountants Geelong, Fringe Benefits Tax, Financial Statement Preparation, Financial Options, Taxation, Business Strategies, Small Business, Business Structuring, Auditors Geelong
FAQs
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How do I maximise my tax refund?
Keep all receipts for work related expenses, child education expenses, self-education expenses for work related courses, donations, rental property expenses etc. Keep a log book (for 3 consecutive months) of work related travel. Prepare a summarized list (spread sheet) of the income tax deductions. Keep a record of share purchases and sales. Prepare a schedule of out of pocket medical expenses if you believe it will exceed $1500 for the financial year.
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How do I minimise my taxes?
Taxes are generally the largest expense of any business. It is important to maintain accurate business records which reconcile to your bank statements. These records should include supporting documentation for transactions, wage records and log books. Detailed records of your investments are essential in order to take full advantage of Capital Gains tax concessions. Property developers are able to reduce their GST liability by applying the Margin Scheme in appropriate circumstances.
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What structure best suits my business?
Business structures may comprise companies, partnerships, sole traders, discretionary trusts, unit trusts, trustee companies, joint ventures, a partnership of trusts, or any combination of the above. The structure which best suits your business is dependent on a number of factors and may change as your business grows. Your business structure should provide both asset protection and access to all tax concessions.
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How do accountants charge?
Apart from the preparation of individual income tax returns for once a year clients (where a standard fee is charged), most clients are charged on a time cost basis - this includes services to business clients as well as individuals. Some clients choose to operate on an up-front fixed price arrangement. All staff are required to keep accurate records of time spent on your affairs. Fortune 5's objective is to deliver a professional service at a reasonable price.
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What is the most efficient method of recording my business transactions?
The way you record your business transactions is crucial to your business success. After all, you would not set off across the ocean without a navigation plan. There are a number of time and cost effective software packages available to record your business transactions and do a lot of the mundane and repetitive work for you. The most suitable software application depends on the size and type of each firm.
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Why should I set up a Self-Managed Superannuation Fund?
Superannuation is about creating wealth for your retirement by carefully investing your money. This does not mean that your money has to be invested in the share market. Your money may be invested in other areas to create wealth over the long term. Setting up your superannuation fund initially requires a minimum stake of about $200,000 to $250,000 for it to be cost effective.
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