

Fortuna Legal Pty Ltd
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About Us
Fortuna Legal Pty Ltd is dedicated to delivering tailored, efficient, and affordable legal solutions that allow clients to focus on what truly matters. The firm is committed to assisting with the management of business, property, and personal affairs by maximising legal and tax planning opportunities. Whether enforcing or defending rights through court processes, Fortuna Legal stands as a robust ally. The firm's expertise spans business and tax law, self-managed superannuation funds (SMSFs), and company secretarial services for ASX-listed companies. Fortuna Legal is renowned for providing practical, cost-effective, and modern strategies in tax-effective wills and estate planning. Clients benefit from comprehensive advice on SMSFs, property law, business law—including business sales and purchases, ASX compliance, corporations law, takeovers, trusts, shareholders' agreements, and tax-effective structuring—and a wide array of taxation advice. This includes business tax structuring, capital gains tax, GST, stamp duty, tax disputes, international tax, and R&D tax claims. The team at Fortuna Legal excels in offering objective guidance on succession planning, wealth extraction, asset protection, and probate and estate administration. The firm is known for its friendly and efficient service, where many matters are handled on a fixed-price basis. Fortuna Legal prides itself on making complex legal and tax issues understandable, working collaboratively with accountants to ensure seamless service.
Practice Areas
Specialisations
Commercial Law
Fortuna Legal provides a comprehensive suite of services tailored to meet the diverse needs of businesses and individuals navigating the complexities of commercial law. Their expertise encompasses various aspects, including business sale and purchase, compliance with ASX regulations, and intricate matters related to corporations law and trusts. By offering practical solutions and clear guidance on issues such as shareholders' agreements and tax-effective structuring, they empower clients to make informed decisions that align with their goals. The firm also excels in tax law, offering insights into business tax structuring, capital gains tax, GST, and disputes, as well as international tax matters and R&D tax claims. Fortuna Legal’s collaborative approach with accountants and focus on areas such as succession planning and asset protection ensures that clients receive well-rounded advice. Their commitment to providing friendly, efficient service and fixed pricing helps demystify complex legal issues, allowing clients to focus on their core pursuits with confidence.
Estate Planning
Fortuna Legal provides comprehensive estate planning services designed to protect your assets and ensure your wishes are honoured. With a focus on practical and cost-effective strategies, the team works collaboratively with clients to create personalised wills and navigate the complexities of succession planning, wealth extraction, and asset protection. Their approach simplifies the often intricate legal landscape, making it easy for clients to understand their options and make informed decisions. In addition to traditional estate planning, Fortuna Legal offers expert guidance on probate and estate administration, ensuring that all legal processes are handled efficiently. By integrating tax planning opportunities and collaborating with accountants, the firm ensures that your estate is structured to maximise benefits while minimising liabilities. Their commitment to clarity and accessibility empowers clients to secure their legacies with confidence.
Our Team
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Office Locations
Practice Categories
- Company Secretarial
- Superannuation
- Tax Law
- Trusts
- Deceased Estates
- Estate Administration
- Power of Attorney
- Probate
- Wills and Estates
- Leases
- Mortgages
