CU Financial Planning in Sydney, Australia | Financial planner

CU Financial Planning

Locality: Sydney, Australia

Phone: +61 2 9231 3080

Address: Suite 4b, Lvl 4, 428 GEORGE ST, Sydney 2000 2000 Sydney, NSW, Australia

Website: http://www.cufinancial.com.au/

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25.01.2022 Please review information if you require early access to Super Post Covid-19.

18.01.2022 End of Financial year Strategies to consider. Please feel free to contact Anjan Das on 02 9231 3080 or e mail [email protected]

12.01.2022 Please read Federal Government boost to Home Improvement.

12.01.2022 Please read latest MLC Update on JobKeeper.

12.01.2022 MLC Fact Sheet on Job Keeper is quite informative.

12.01.2022 World markets performance as on 18 March 2020. Central bank and Governments around the world are throwing in all they can to bring stability in the market.

11.01.2022 We are specialist in Pre Retirement & Retirement Planning. We are open Mon to Fri, our Sydney office located in Sydney CBD, 9231 3080 or e mail [email protected]

10.01.2022 Over the weekend, the Australian Government announced its economic support package to help Australians who are under financial stress as a result of the Coronavirus. Two of the support measures announced include the early release of superannuation for those financially affected by the Coronavirus and a temporary reduction of minimum pension payment requirements for retirees. Please note: The exact timing of these measures will depend on the passage of the relevant legislation.... Temporary reduction of minimum pension payments To provide retirees with more flexibility in managing their retirement incomes, the Government has announced it is reducing the minimum pension payment requirement for account based pensions and similar products by 50% in both 2019-20 and 2020-21. Early release of super The announcement states that from mid-April (subject to legislation), eligible Australians will be able to withdraw up to $10,000 of their superannuation in 2019-20, plus a further $10,000 in 2020-21. These payments are tax-free and will not affect any Centrelink or Veterans Affairs payments. Members will be required apply directly to the ATO, rather than through their super fund.

07.01.2022 Franklin Templeton’s recent survey on retirement income expectations found that many Australians across all life stages are behind on their savings and don’t have a plan for retirement. However, the data showed one clear exception to this rule. While the financial advice sector has come under increasing scrutiny, our survey confirms that most Australians working with a financial adviser have a plan and feel on track for retirement. Australians working with an adviser are bett...er prepared The survey found for Australians working with an adviser, 65% have a strategy to generate income for retirement that could last 30 years or more. The majority of this group also said that they know how they will pay for their medical expenses in retirement and understand their options for turning their super into a stream of income. See more

05.01.2022 Anjan Das holds Post graduate Qualification in Financial Planning and has been a Financial planner over 2 decades and Principal of Boutique Financial planning Practice, office located in Sydney CBD. Please visit www.cufinancial.com.au

04.01.2022 Franklin Templetons recent survey on retirement income expectations found that many Australians across all life stages are behind on their savings and dont have a plan for retirement. However, the data showed one clear exception to this rule. While the financial advice sector has come under increasing scrutiny, our survey confirms that most Australians working with a financial adviser have a plan and feel on track for retirement. Australians working with an adviser are bett...er prepared The survey found for Australians working with an adviser, 65% have a strategy to generate income for retirement that could last 30 years or more. The majority of this group also said that they know how they will pay for their medical expenses in retirement and understand their options for turning their super into a stream of income. See more

03.01.2022 Please watch Shane Oliver, AMP Economist view on Budget.