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December 2, 2021 by Venture

Client Update – December 2021

Venture team 2021

A year in review

As another year draws to a close, it’s a great time to reflect on the extraordinary amount of change that has occurred over the last few years. Unique challenges have seemingly arisen at every turn, however, learning to adapt quickly and maintain a flexible mindset is something we can all hold onto in the new year. With the economy now reopening and restrictions easing after reaching COVID-19 vaccination milestones, we look forward to once again meeting our clients face to face in 2022.

The pandemic has shown us, as financial advisers, the true impact of what we do and the value of our work for our clients. That is, giving them certainty in uncertain times and discovering what is truly important to them.

In team news, Chris has obtained his Authorised Representative status, congratulations Chris! We also welcomed a new team member in November with Reece Yarwood joining the support team taking on the trainee administration assistant role while completing his studies with CVGT.

The extended Venture family grew once again with Ryan and his wife Emma having their second child Sophie in September.

Best wishes to everyone over the festive season, stay safe and thank you for the privilege of working with you over the last 12 months.

 

Our office will be closed from midday Wednesday 22 December and will re-open Monday 10 January 2022.
We thank you for your support this year and look forward to working with you again in 2022.

 

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

  • COVID-19 relief for SMSFs extended
  • Director ID requirement has arrived
  • Australia’s ageing population – what do it mean for retirement?
  • Endeavor Finance – Lending options available for SMSFs
  • Selecting the best investment for you.

 

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.

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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.