---
title: Altus Insights
---

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Request a Consultation

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## Request a Consultation

- [Insider](https://www.altusfinancial.com.au/insights/topic/insider)

# [Fortunity is now Altus](https://www.altusfinancial.com.au/blog/fortunity-is-now-altus)

For many years, Fortunity has proudly supported individuals, families and businesses across the Central Coast with trusted financial advice and deep local relationships. Today, we are excited to enter our next chapter as Altus. This evolution brings together t.....

###### Altus Team

#### Latest Posts

[Insider](https://www.altusfinancial.com.au/insights/topic/insider)

##### [Fortunity is now Altus](https://www.altusfinancial.com.au/blog/fortunity-is-now-altus)

[Wealth](https://www.altusfinancial.com.au/insights/topic/wealth), [Family Office](https://www.altusfinancial.com.au/insights/topic/family-office), [Families Who Thrive](https://www.altusfinancial.com.au/insights/topic/families-who-thrive)

##### [The Great Wealth Transfer](https://www.altusfinancial.com.au/blog/the-great-wealth-transfer)

[Wealth](https://www.altusfinancial.com.au/insights/topic/wealth), [Super](https://www.altusfinancial.com.au/insights/topic/super), [Tax](https://www.altusfinancial.com.au/insights/topic/tax)

##### [Division 296 tax: what high-balance super members need to do now](https://www.altusfinancial.com.au/blog/division-296-tax-what-high-balance-super-members-need-to-do-now)

[Business](https://www.altusfinancial.com.au/insights/topic/business), [FBT](https://www.altusfinancial.com.au/insights/topic/fbt), [Accounting](https://www.altusfinancial.com.au/insights/topic/accounting)

##### [Common FBT Questions and Answers](https://www.altusfinancial.com.au/blog/common-fbt-questions-and-answers)

[Super](https://www.altusfinancial.com.au/insights/topic/super), [Business](https://www.altusfinancial.com.au/insights/topic/business)

##### [Pay Day Super Is Coming: What SMEs Should Be Doing Now](https://www.altusfinancial.com.au/blog/pay-day-super-is-coming-what-smes-should-be-doing-now)

<https://www.altusfinancial.com.au/insights/shane-brennan-joins-as-principal-client-adviser-to-grow-private-client-advice-offering>

[Business](https://www.altusfinancial.com.au/insights/tag/business) - 2 min read

#### [Shane Brennan Joins as Principal Client Adviser to Grow Private Client Advice Offering](https://www.altusfinancial.com.au/insights/shane-brennan-joins-as-principal-client-adviser-to-grow-private-client-advice-offering)

 Shane Brennan Joins as Principal Client Adviser to Grow Private Client Advice Offering

###### Altus Team

<https://www.altusfinancial.com.au/insights/simple-mortgage-tips-to-save-you-thousands>

[Investments](https://www.altusfinancial.com.au/insights/tag/investments) - 6 min read

#### [Simple Mortgage Tips to Save You Thousands](https://www.altusfinancial.com.au/insights/simple-mortgage-tips-to-save-you-thousands)

 The cost of buying a home today is nearly triple what it was in 2000.

###### Altus Team

<https://www.altusfinancial.com.au/insights/important-estate-planning-questions-to-ask-yourself>

[Wealth](https://www.altusfinancial.com.au/insights/tag/wealth) - 4 min read

#### [Important Estate Planning Questions to Ask Yourself](https://www.altusfinancial.com.au/insights/important-estate-planning-questions-to-ask-yourself)

 Estate planning may not be the most exciting or pleasant thing to think about. However once you begin, you’ll see that i.....

###### Matt Smith

<https://www.altusfinancial.com.au/insights/the-5-pillars-of-integrated-business-succession-planning>

[Wealth](https://www.altusfinancial.com.au/insights/tag/wealth) - 7 min read

#### [The 5 Pillars of Integrated Business Succession Planning](https://www.altusfinancial.com.au/insights/the-5-pillars-of-integrated-business-succession-planning)

 Entrepreneurs are valued for their ability to start businesses, but another one of their responsibilities is to arrange .....

###### Scott Young

<https://www.altusfinancial.com.au/insights/smsf-changes-there-are-new-reporting-obligations-you-need-to-be-aware-of>

[Wealth](https://www.altusfinancial.com.au/insights/tag/wealth) - 3 min read

#### [SMSF Changes – There are new reporting obligations you need to be aware of](https://www.altusfinancial.com.au/insights/smsf-changes-there-are-new-reporting-obligations-you-need-to-be-aware-of)

 There are new reporting obligations for self-managed super funds (SMSFs). This is to support the introduction of the tra.....

###### Roy Ditmarsch

<https://www.altusfinancial.com.au/insights/motor-vehicles-data-matching-are-you-on-the-atos-radar>

[Wealth](https://www.altusfinancial.com.au/insights/tag/wealth) - 1 min read

#### [Motor Vehicles Data Matching – Are You On The ATO’s Radar?](https://www.altusfinancial.com.au/insights/motor-vehicles-data-matching-are-you-on-the-atos-radar)

 The ATO have advised they are continuing their data matching program for motor vehicles, by acquiring information for 20.....

###### Matt Smith

<https://www.altusfinancial.com.au/insights/finding-the-right-fit-selecting-a-family-office>

[Wealth](https://www.altusfinancial.com.au/insights/tag/wealth) - 6 min read

#### [Finding the Right Fit: Selecting a Family Office](https://www.altusfinancial.com.au/insights/finding-the-right-fit-selecting-a-family-office)

 Family office structures make it possible for families to “professionalise” their money management and wealth creation. .....

###### Scott Young

<https://www.altusfinancial.com.au/insights/the-5-pillars-of-successful-retirement-planning>

[Wealth](https://www.altusfinancial.com.au/insights/tag/wealth) - 5 min read

#### [The 5 Pillars of Successful Retirement Planning](https://www.altusfinancial.com.au/insights/the-5-pillars-of-successful-retirement-planning)

 A successful retirement plan doesn’t happen by accident. Just as physically healthy people can trace their success to go.....

###### Rod Dickinson

<https://www.altusfinancial.com.au/insights/how-to-invest-surplus-cash-flow>

[Wealth](https://www.altusfinancial.com.au/insights/tag/wealth) - 4 min read

#### [How to Invest Surplus Cash Flow](https://www.altusfinancial.com.au/insights/how-to-invest-surplus-cash-flow)

 Having extra money left in your bank account each month may be a sign that you can invest more for your retirement, and .....

###### Rod Dickinson

<https://www.altusfinancial.com.au/insights/cash-flow-management-best-practices>

[Wealth](https://www.altusfinancial.com.au/insights/tag/wealth) - 4 min read

#### [Cash Flow Management Best Practices](https://www.altusfinancial.com.au/insights/cash-flow-management-best-practices)

 What happens when you don’t feed your body? You slow down, have trouble concentrating and can’t function normally. What .....

###### Sarah Pyke

<https://www.altusfinancial.com.au/insights/why-good-financial-advice-is-worth-the-cost>

[Wealth](https://www.altusfinancial.com.au/insights/tag/wealth) - 5 min read

#### [Why Good Financial Advice is Worth the Cost](https://www.altusfinancial.com.au/insights/why-good-financial-advice-is-worth-the-cost)

 If you want to remove the wall between your kitchen and your living room, you’ll probably hire a professional to ensure .....

###### Rod Dickinson

<https://www.altusfinancial.com.au/insights/invest-with-confidence-in-volatile-markets>

[Wealth](https://www.altusfinancial.com.au/insights/tag/wealth) - 5 min read

#### [Invest With Confidence in Volatile Markets](https://www.altusfinancial.com.au/insights/invest-with-confidence-in-volatile-markets)

 11 October 2018 (Forbes) - “Market Volatility is Surging”

###### Matt Smith

<https://www.altusfinancial.com.au/insights/financial-advisers-are-worth-the-cost>

[Wealth](https://www.altusfinancial.com.au/insights/tag/wealth), [Lending](https://www.altusfinancial.com.au/insights/tag/lending), [Refinancing](https://www.altusfinancial.com.au/insights/tag/refinancing) - 5 min read

#### [Financial Advisers are Worth the Cost](https://www.altusfinancial.com.au/insights/financial-advisers-are-worth-the-cost)

 When you’re trying to plan and save for the future, it can seem counterintuitive to spend some of your hard-earned money.....

###### Matt Smith

[All posts](https://www.altusfinancial.com.au/insights/all) [Next](https://www.altusfinancial.com.au/insights/page/2)

### **Could Your Business Benefit from an Outsourced CFO?**

Set your business on the right path with this simple guide.

[Access the Guide](https://www.altusfinancial.com.au/cfo-landing-page)

![Could Your Business Benefit From an Outsources CFO_Resources](https://www.altusfinancial.com.au/hs-fs/hubfs/1.Offers/Could%20Your%20Business%20Benefit%20From%20an%20Outsourced%20CFO/Could%20Your%20Business%20Benefit%20From%20an%20Outsources%20CFO_Resources.jpg?width=582&height=386&name=Could%20Your%20Business%20Benefit%20From%20an%20Outsources%20CFO_Resources.jpg)

## Financial insights you won’t delete. Delivered to your inbox weekly.

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### **Prospective Business Owner** - Succession Checklist

Make sure you’re on the right track with this online checklist.

[Access the Checklist](https://www.altusfinancial.com.au/prospective-business-owner-succession)

![Business Owner - Succession Checklist_Resources](https://www.altusfinancial.com.au/hs-fs/hubfs/1.Offers/Business%20Owner%20-%20Succession%20Checklist/Business%20Owner%20-%20Succession%20Checklist_Resources.jpg?width=581&height=386&name=Business%20Owner%20-%20Succession%20Checklist_Resources.jpg)

#### Featured authors

[Adam Montana](https://www.altusfinancial.com.au/insights/author/adam-montana)

[See all articles](https://www.altusfinancial.com.au/insights/author/adam-montana)

[Alex Bouris](https://www.altusfinancial.com.au/insights/author/alex-bouris)

[See all articles](https://www.altusfinancial.com.au/insights/author/alex-bouris)

[Alex Thomaschuetz](https://www.altusfinancial.com.au/insights/author/alex-thomaschuetz)

[See all articles](https://www.altusfinancial.com.au/insights/author/alex-thomaschuetz)

[Altus Team](https://www.altusfinancial.com.au/insights/author/altus-team)

[See all articles](https://www.altusfinancial.com.au/insights/author/altus-team)

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##### Services

- [Wealth](https://www.altusfinancial.com.au/services-altus-financials)
- [Business](https://www.altusfinancial.com.au/services-altus-financials)
- [Lending](https://www.altusfinancial.com.au/services-altus-financials)

##### Company

- [About Us](https://www.altusfinancial.com.au/our-story)
- [Our Team](https://www.altusfinancial.com.au/our-team)
- [Careers](https://www.altusfinancial.com.au/careers)
- [Contact us](https://www.altusfinancial.com.au/contact-us)

##### Learning

- [Resources](https://www.altusfinancial.com.au/resources)
- [Insights](https://www.altusfinancial.com.au/blog)

##### Social

- [Instagram](https://www.instagram.com/altus_financial/)
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- [Facebook](https://www.facebook.com/AltusFinancial/)

- [Legal](https://www.altusfinancial.com.au/legal-altus-financial#section4)
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- [Privacy Policy](https://www.altusfinancial.com.au/legal-altus-financial#section1)
- [Privacy Wealth Management](https://www.altusfinancial.com.au/legal-altus-financial#section2)
- [General Advice Warning](https://www.altusfinancial.com.au/legal-altus-financial#section7)
- [Loans Privacy Policy](https://www.altusfinancial.com.au/legal-altus-financial#section3)
- [FSG](https://www.altusfinancial.com.au/legal-altus-financial#section6)

© 2022 Altus Financial, All rights reserved.

Altus Wealth Pty Limited ABN 55 649 956 212 is an Authorised Representative of Altus Financial Services Pty Ltd ABN 24 637 026 825 an Australian Financial Services Licensee (AFSL no. 520266). Altus Financial Services Pty Ltd is not responsible for the advice, products and services provided by Altus Accounting. Julie Azzi is a credit representative (CR No. 366834) of BLSSA Pty Ltd ABN 69 117 651 760 (Australian Credit Licence 391237).