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December 15, 2020 by Venture

Client Update – December 2020

For many, Venture included, 2020 will go down as the most challenging years we have faced. However, with time to reflect, from these challenges came moments that would never have occurred if it weren’t for the restrictions COVID-19 created.

Staff update

Despite almost a year of lockdown, we welcomed new team members to Venture with Jake van Dalen and Hamish McLean-Perry both obtaining their Authorised Representative status. In addition, Kayla Rayner joined the support team taking on the trainee administration assistant role while completing her Certificate 4 in Business through CVGT.

 

We hope you enjoy this edition of our client update which covers:

  • Year in review from Nicola Chaffe
  • Staff update
  • The value of being insured
  • Tax-effective ways to boost your super
  • Changes to income protection insurance
  • ‘Tis the season for wise spending decisions
  • First home buyer with government support: just how good can it get?!

 

Click here to read the full update.

 

Financial Services Guide

Our Financial Services Guide (FSG) is a detailed guide to our business and the advice services we offer. It describes the fees we may charge, the information we may collect about you, and the ways we use that information.

If you have any questions, or if anything is unclear, please feel free to contact us.

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Venture Financial Planning Pty Ltd ABN 62 095 194 559 wholly owns Venture Financial Advisers Pty Ltd ABN 60 648 465 445. Venture Financial Advisers is a Corporate Authorised representative of Count Financial Limited ABN 19 001 974 625 Australian Financial Services Licence Holder Number 227232 ("Count Financial"). Count Wealth Accountants® is a trading name of Count Financial. Count Financial is 85% owned by Count Limited ABN 111 26 990 832 ("Count") of Level 8, 1 Chifley Square, Sydney 2000 NSW and15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. Count is listed on the Australian Stock Exchange. Count Member Firm Pty Ltd is owned by Count Member Firm DT Pty Ltd ACN 633 956 073 which holds the assets under a discretionary trust for certain beneficiaries including potentially some corporate authorised representatives of Count Financial.