Blog

Trauma insurance fills the gaps
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According to an Australian Bureau of Statistics report published in March 2016, heart disease and stroke continue to remain two of three most common causes of death in Australia accounting for over 30,000 fatalities in 2014. Incredibly, thousands of Australians are underinsured or have no insurance in place to cover the expenses incurred by such […]


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Has your life changed recently?
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The busier we get the more we tend to put off the important things. Often the last subject we want to think about is our will or other estate planning requirements. Living life always seems to get in the way! Sometimes that’s not our fault, especially if there has been a crisis or major change […]


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Explaining the upcoming $1.6m transfer balance cap
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Of all the major changes to superannuation coming this year, probably the most confusing is the new “transfer balance cap”. In this article we’ve answered the most common questions to help you understand how it will work and to plan ahead. What is the transfer balance cap? The transfer balance cap is a new limit […]


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Trust Deed Upgrades
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A common question asked by Trustees of Self Managed funds is: “How often should I update my Trust Deed?” In particular, we recommend that the trust deed has clauses that allow for the following issues to be dealt with: Amendment of the Trust Deed, The appointment of a corporate trustee, The fund is able to […]


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When your kids won’t leave home
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Remember a time when kids couldn’t wait to leave home so they could have their own “pad”? Those days are definitely over with one and a half million adult children now preferring to continue living with Mum and Dad well into their late twenties (and sometimes older!).


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Super in your 40s. It’s time to get focused
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Typically your forties is a time of established careers, teenage kids and a mortgage that is no longer daunting. There are still plenty of demands on the budget, but by this age there’s a good chance there’s some spare cash that can be put to good use. As you pass the halfway mark of your working life, it’s time to give retirement planning a bit more attention.


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Get your super together and save
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If you have had different jobs with different employers over your working career you will probably have superannuation accounts in many different funds. Apart from the time it takes to keep track of these accounts, there are three more serious concerns of which you should be aware.


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Tried and true money tips
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Life gets so busy and the months soon roll into years when suddenly you find that your finances are off track and you’re nowhere near achieving your goals. Instead of thinking it’s all too hard take a few moments to review the following tips.


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When can you access your super?
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From 1 July 2015, new superannuation preservation ages will take effect. Those of us born after 1960 will feel the impact so it might be time to consider what this will mean for your retirement plans.


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Licensee Economic Update – February 2015
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January proved to be an eventful but positive month for the global financial markets. In Australia, speculation about a cut in interest rates intensified through the month…


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The Right Start
Bronnie Abraham recently featured in the Financial Planning Magazine as the latest winner of the Gwen Fletcher Memorial Award for being the highest achiever in the CFP Certification Unit.
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Bronnie Abraham wins Gwen Fletcher Memorial Award
Dolfinwise financial planner Bronnie Abraham is the winner of the latest FPA Gwen Fletcher Memorial Award
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Planning on Investing? Have you considered a Super option?
Dolfinwise adviser Jason Bragger has been selected as the Superannuation Expert in the Financial Planning Association's "Financial Planning Week". Read Jason's Super & Investment Blog here.
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Dolfinwise announce merger
Dolfinwise is proud to announce the merge of Cameron Renshaw & Associates with Dolfinwise commencing 1st June 2013. Financial adviser Howard Querido will join the merged firm
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