Salary sacrifice, super contributions splitting, Government co-contribution and small business CGT concessions are just a few strategies involving superannuation and contributions that can provide a number of benefits to individuals.
Dolfinwise is a Brisbane based firm that provides financial advice, retirement planning, superannuation and investment advice to select clients. Dolfinwise prides itself on avoiding conflicts of interest and is an authorised representative of Paragem Pty Ltd (AFSL no.297276).
Our mission is to make a difference in the lives of our clients through the highest standards of both financial advice and service. Acting with integrity, we will challenge those who commit to working with us to achieve their aspirations, while assisting them to navigate both life’s adversities and opportunities. Jason Bragger & Howard Querido, Principals
FPA Professional Practice
Dolfinwise is a proud FPA Professional Practice. As an approved FPA Professional Practice, we comply with the highest ethical and professional standards set by the Financial Planning Association of Australia (FPA). We have met their rigorous eligibility and ongoing commitment criteria, and employ a high proportion of CERTIFIED FINANCIAL PLANNER® professionals – the most qualified financial planners in the world.’
E-Books see more
A TTR pension is generally established by people working towards retirement to either assist them in winding down their working hours or to take advantage of the tax concessions associated with superannuation.
Many Australians do not have sufficient insurance cover in place. Personal insurance such as life, total and permanent disability, trauma and income protection can provide a lump sum benefit or regular income stream to financially support a person and their family should the unexpected occur.
This guide outlines the steps to setting up a Self Managed Super Fund and provides a simple explanation of the rules and regulations that apply to SMSFs and their trustees.