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Expert Accounting So Your Mission Gets the Resources It Deserves

Managing the financial obligations of a not-for-profit organisation is more complex than it looks. From compliance with ACNC reporting standards to grant acquittals, payroll tax exemptions, and governance requirements, there’s a lot riding on getting it right. Fortuna Advisory Group’s specialist NFP accounting team understands the unique landscape you operate in - and we’re here to make sure your numbers work as hard as your mission does.

Our Not for Profit Accounting Services

ACNC compliance and reporting: from Annual Information Statements to financial reporting standards specific to your NFP tier, we handle the detail so your leadership team can focus on delivering impact - not deciphering regulatory requirements.

Grant acquittals and funding compliance: accurate acquittal reporting is critical for maintaining funder relationships and securing future grants. We prepare thorough, timely acquittals that meet the requirements of government bodies, philanthropic foundations, and other funding partners.

Payroll tax exemptions and FBT concessions: eligible NFPs can access valuable tax concessions - but only if they’re correctly structured and claimed. We assess your eligibility, manage your Fringe Benefits Tax obligations, and ensure you’re capturing every concession available.

Financial statements and audit preparation: we prepare clear, accurate financial statements that satisfy your board, your auditors, and your funders. Whether you require a full audit, review, or compilation, our team provides the groundwork and support to make the process smooth and stress-free.

Budgeting, forecasting and cash flow management: NFPs often operate on tight margins with unpredictable funding cycles. We help you build realistic budgets, model cash flow scenarios, and plan ahead - so you can make informed decisions and avoid the financial surprises that derail programmes and operations.

Governance and board reporting: we provide board-ready financial reports and governance support that give your directors the confidence to lead - and the clarity to ask the right questions.

Charity tax returns and DGR status: from income tax exemptions to Deductible Gift Recipient status, we navigate the tax framework so your organisation remains compliant and maximises its tax-effective position. We also assist new organisations in applying for DGR endorsement and charity registration.

Payroll and HR financial support: we support you with payroll processing, superannuation compliance, and award interpretation - ensuring your people are paid correctly and your obligations are met without the headache.

Matched to Your Organisation and Obligations

Not-for-profit accounting requirements vary significantly depending on your organisation’s size, structure, funding sources, and regulatory obligations. A small community association has different needs to a large registered charity managing multiple government grants or an NDIS provider operating across several states. We assess your circumstances and tailor our services to reflect how your organisation actually operates - not a generic compliance checklist.

Trusted Advisors to Organisations That Make a Difference

Our not-for-profit accounting services are available for registered charities and ACNC-regulated organisations, community service and social enterprise organisations, disability and NDIS service providers, health promotion charities and allied health NFPs, religious organisations and faith-based groups, peak bodies, industry associations and member organisations, cultural, arts and sporting organisations, and education and school-based foundations. If your organisation exists to serve a mission, we can structure our support around your obligations.

Making Complex Operations Simple for ASX-Listed Companies

Experience That Makes a Difference

Our NFP accounting specialists combine deep technical knowledge with a genuine understanding of the not-for-profit sector. We know that behind every balance sheet is a mission worth protecting - and we take that responsibility seriously.

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