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March 16, 2023 by VentureBendigo

Time changes for TBAR lodgments

estate planning

From 1 July 2023, self-managed super funds (SMSFs) must report transfer balance account events by lodging a quarterly transfer balance account report (TBAR) – which is more frequent than what currently applies. The first quarterly TBAR report obligation will be due by 28 October 2023, to report all unreported events that occurred from 1 July […]

February 10, 2023 by VentureBendigo

2023 self managed superannuation fund updates

If you’re thinking of starting a self managed superannuation fund (an SMSF) in 2023, you need to be aware of the recent changes made by the ATO on fund registration, and the application of the Director ID regime to funds with corporate trustees. Previously, after an SMSF was established and trustees were appointed, the trustees […]

December 19, 2022 by VentureBendigo

Christmas 2022 Newsletter

Like many of you, we are in disbelief that another year is almost gone. It has been fantastic to have so many face to face appointments again and to help so many clients. This year Venture launched a Centrelink Only service which assists with ongoing maintenance as well as new applications for Age Pension, Commonwealth […]

November 21, 2022 by VentureBendigo

Income Limit Changes for the Commonwealth Seniors Health Care Card

From 4 November 2022 the income thresholds for the Commonwealth Seniors Health Care Card (CSHC) have been increased, allowing more Australians access to medical and pharmaceutical discounts and concessions. These changes will greatly benefit self-funded retirees who were previously unable to access the benefits of the CSHC. Current CSHC holders will not be affected by […]

October 4, 2022 by VentureBendigo

ATO and compliance with super laws

When self-managed superannuation fund (SMSF) trustees have not complied with super laws, the ATO has several courses of action in order to deal with the trustees. Education direction When a SMSF trustee has been found to have contravened super laws, the ATO may provide written direction where the trustee must undertake education. The trustee must […]

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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.