Tax and Compliance Services

We work with individuals, sole traders, SMEs, and large corporates to simplify compliance, minimise liability, and ensure accurate, timely lodgement across all tax obligations throughout the year.

Individual and business returns: accurate lodgement for all entity types, on time, every time.

BAS, IAS and payroll tax: end-to-end management of activity statements and reporting obligations.

Fringe benefits tax: FBT preparation and compliance support for employer obligations.

Financial statement preparation: special-purpose and general-purpose reports for SMEs and reporting entities.

Tax risk management: proactive strategies to identify and address compliance gaps before they become problems.

SGC and superannuation: superannuation guarantee charge statements managed correctly and on schedule.

Your Tax, Handled From Start to Finish

We manage the entire tax compliance cycle on your behalf, from preparing and lodging returns to advising on your obligations as they change. You focus on your business, and we make sure nothing slips through the gaps.

Integrated Advice Across Your Whole Picture

Because our tax specialists sit alongside Fortuna's accounting, legal, and financial planning teams, your tax position is always considered in the full context of your financial life, not as a standalone obligation.

Making Complex Operations Simple for ASX-Listed Companies

Experience That Makes a Difference

Our tax team brings deep expertise across individual, corporate, trust, and not-for-profit tax, delivering practical advice with genuine care for your outcome.

Award-winning, internationally experienced and genuinely one of a kind, Melvyn leads Fortuna's Perth metro accounting operations with deep expertise, a sharp strategic mind and a sense of humour that keeps everyone guessing.

Melvyn Gilbert

Managing Director - Accounting

A Chartered Accountant with close to 40 years of regional WA experience, Steve is the trusted adviser of choice for farming, fishing and rural business communities from Geraldton to the Mid-West.

Steve Cross

Managing Director - Accounting Geraldton

With more than 35 years of accounting experience and deep roots across the Southwest, Mark is the trusted adviser of choice for individuals and family businesses from Mandurah to Denmark.

Mark Polglase

Managing Director - Accounting Southwest