Family law financial advice

Dolfinwise has built a specialty in helping clients of family lawyers with financial advice prior to property settlements particularly where the asset pool is in dispute. We are referred clients by a number of family lawyers and are able to help clients with the following matters:

Pre-mediation considerations

Working through post separation life plans and whether or not to request superannuation, cash, property or other assets as part of the settlement.

Asset Pool calculation assistance

Establishing the values of Superannuation assets including help with form 6 paperwork to request spouse’s balances and entitlements.
Assistance getting valuations of properties including historic information.
Capital gains tax consideration advice and strategy support to family lawyer.

Superannuation splitting advice

Establishing and advising on superannuation strategies where super may need to be split including defined benefit fund advice.

Insurance policy advice

Recommendations for Life Insurance policy ownership, cash/flow legal fee funding advice, including advice on finance options available, cashflow alternatives and advice on how to arrange affairs prior to property settlement.