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CLY Financial Planning is here to assist you with all your financial planning needs regarding Insurance, Investment, Super and Retirement.

Our services include risk planning, investment advice, retirement planning and super advice.

09/06/2021

Have you taken into account the management of total super balance? Feel free to contact CLY Financial Planner Vermont if you need any advice regarding SMSF.

SMSFs can utilise the management of the total super balance (TSB) and take into account timings of super changes to streamline an efficient contributions strategy heading into the end of the financial year, according to a technical strategist.

14/05/2021

Government proposed to extend the downsizer eligibility age from 65 to 60. If you need any advice regarding SMSF, feel free to contact our CLY Financial Advisor Vermont.

The government’s extension of the downsizer age provides a unique opportunity for SMSFs to tap into the strategy mix, but there also needs to be caution especially around the interactions with non-concessional contributions.

06/05/2021

UniSuper has announced to accept new members from outside the higher education sector. If you need any advice regarding your super, please contact our experienced CLY Financial Adviser Blackburn.

The super fund for the higher education and research sector, has announced readiness to open to new members from outside the sector from July this year.

26/04/2021

Are your super enough to support your lifestyle in retirement? CLY Financial Planning Vermont is willing to help you plan for your retirement.

Women retire on average with a balance of $122,848 in super compared to men who, on average, retire with $154,453, according to the Association of Superannuation Funds Australia (ASFA).

23/04/2021

Do you have adequate insurance cover? Contact CLY Financial Planner Blackburn to discuss your situation in detail.

Two-fifths (42 per cent) of people who aren’t currently advised have indicated they will be more likely to see an adviser now than before the pandemic, according to a new survey. Research by MetLi

20/04/2021

Latest update regarding SMSF. Contact CLY Financial Planning Melbourne if you need any advice.

As a result of new account categories being reported under the Reuniting More Super initiatives, SMSFs may now receive additional consolidated payment amounts from the ATO.

19/04/2021

Potential merger of EISS Super and TWUSUPER. If you need help with super, please contact CLY Financial Planner Melbourne.

The two industry funds are edging towards a consolidation, having now stepped into a period of due diligence. EISS Super and TWU Super have signed a Memorandum of Understanding (MoU) to commence a fo

15/04/2021

Three forces will push the personal investments market to grow at 4.4% annually. Talk to our CLY Financial Planner Vermont to discuss your situation.

Superannuation legislation, product development, and governance and technology will have a huge impact on the personal investments market, according to Rice Warner.

29/01/2017

If you don't want to regret financial decision, talk to Kent Financial Planners!

One in every three Australians regrets financial decisions they made without guidance from a professional, according to Mortgage Choice.

Address

15 Meadowgate Dr, Chirnside Park
Melbourne, VIC
3116

Telephone

+61387196912

Website

http://www.clyfinancialplanning.com.au/

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