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Venture Financial Planning Pty Ltd

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March 2, 2018 by Venture

Home and away with superannuation

Australians buying their first home or downsizing in retirement are about to receive a helping hand thanks to new superannuation (super) rules which come into effect on 1 July 2018.

February 19, 2018 by Venture

Market Update – January 2018

economic market update

The pulse The global economy is benefiting from a broad based, cyclical recovery, supported by higher levels of investment and accommodative monetary policy The US economy ended 2017 on a slightly shaky footing, although the overall employment situation continues to improve and the bond market is anticipating further rate hikes Growth in Europe continues to […]

February 5, 2018 by Venture

Transition to retirement still a smart move

They say 60 is the new 40. And while it’s true that today’s over 50s are healthy and active for longer than previous generations, many in this position begin to dream about scaling back their work commitments so they can start ticking off their bucket list.

February 5, 2018 by Venture

Myth-busting super

Compulsory superannuation has been around for 26 years, long enough to become a valuable source of retirement income. But even though the vast majority of us have money tucked away in a super account, it’s surprising how many myths and misconceptions there are about super. 

February 2, 2018 by Venture

The golden rules of investing

At first glance, investing can seem daunting. So much complex information and so little time to absorb and act on it when you’re busy getting on with life. It’s little wonder that so many of us put it in the ‘too hard’ basket for longer than is good for our wealth. 

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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.