Phone: 02 6884 2222 | E-mail: admin@fortnumdubbo.com.au

Exit stage left - successful succession planning for small business owners

  • Friday, May 04, 2018
  • Sandy Dunshea

If you are expecting to retire in the next five to ten years and want a smooth business exit that achieves maximum value for yourself and the business, you need a plan. Read More

Super challenges at tax time

  • Friday, April 13, 2018
  • Sandy Dunshea

Many Australians may be overlooking opportunities to improve their super savings or facing penalties by leaving their super planning until the last minute. Read More

Could your adult children affect your retirement plans?

  • Tuesday, September 05, 2017
  • Sandy Dunshea

Like many Australians, you have dreamt about the carefree days of retirement, travelling the country or further afield, or just enjoying some well-deserved rest and time to do as you please. Read More

Retirement Quick Tip #4

  • Tuesday, May 16, 2017
  • Sandy Dunshea

If you have less than $500,000 in Superannuation, this tip is for you... Read More

Retirement Quick Tip #3

  • Tuesday, May 02, 2017
  • Sandy Dunshea

If you want to make large after-tax contributions to build your Super in the lead up to retirement, this tip is for you... Read More

Retirement Quick Tip #2

  • Tuesday, April 18, 2017
  • Sandy Dunshea

If you want to keep working while drawing down some of your Super benefits, this tip is for you... Read More

Retirement Quick Tip #1

  • Tuesday, March 28, 2017
  • Sandy Dunshea

If you have salary sacrificing arrangements in place, this tip is for you... Read More

Fortnum Dubbo and its advisers are Authorised Representatives of Fortnum Private Wealth Ltd ABN 54 139 889 535 AFSL 357306 trading as Fortnum Financial Advisers.

The information contained within this website does not consider your personal circumstances and is of a general nature only. You should not act on it without first obtaining professional financial advice specific to your circumstances. This website holds information for Australian Residents only.

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