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Venture Financial Planning Pty Ltd

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Recent Posts:

  • Federal Budget Overview 2024-25
  • Addressing the Services Australia Backlog
  • Self Managed Super Fund Property
  • Federal Budget 2023-24
  • Proposed Additional 15% Tax On Super
  • Time changes for TBAR lodgments
  • 2023 self managed superannuation fund updates
  • Christmas 2022 Newsletter
  • Income Limit Changes for the Commonwealth Seniors Health Care Card
  • ATO and compliance with super laws
  • New superannuation contribution opportunities
  • Social security benefits and asset testing
  • Self-managed superannuation funds: crypto-assets
  • Federal Budget 2022-23
  • Super proposals pass both Houses of Parliament
  • Exciting Venture News
  • Australia’s ageing population: what does it mean for retirement?
  • Client Update – December 2021
  • Selecting the best investment for you
  • COVID-19 relief for SMSFs extended to 2021-22
  • Understanding interest rates to manage your investments
  • Using gearing to grow your investments
  • Residential Aged Care
  • Enjoying retirement from the comfort of home
  • What is estate planning?
  • The financial rewards of optimism
  • Counting down to 30 June
  • Tax-effective ways to boost your superannuation
  • Granny flats: tax tips and tricks
  • Making a superannuation split
  • Weighing up costs and benefits of an SMSF
  • Extending that holiday feeling
  • Mind the insurance gap
  • Is an SMSF right for you?
  • Market Update – January 2021
  • Goal setting made easy with the H.A.R.D approach
  • Lessons from 2020 to secure a bright future
  • 2020 Year in Review
  • Market Update – December 2020
  • Client Update – December 2020
  • ‘Tis the season for wise spending decisions
  • What the US election means for investors
  • Tax-effective ways to boost your super
  • Market Update | November 2020
  • Outsmart your biases: using investor psychology to your advantage
  • Easy ways to boost your credit score
  • Making your savings work harder
  • Market Update | October 2020
  • Life cover: More essential than ever
  • Algorithms driving our narrowing focus
  • Managing investment risk in uncertain times
  • Market update | September 2020
  • SMSFs on the defensive: Is it time to revisit your strategy?
  • Inflation, deflation – what’s in a name?
  • Getting retirement plans back on track
  • Market Update | August 2020
  • Watching our online and social spending
  • Cash is king in a crisis
  • Super changes add flexibility
  • Market Update | July 2020
  • Housing market: shaken but not stirred
  • Making your wishes known
  • New financial year – new perspective
  • Market Update | June 2020
  • Timing the economic reboot
  • How COVID-19 changes tax time
  • Maintaining your mental health through the pandemic
  • Market Update | May 2020
  • Helping you to navigate uncharted territory
  • Time to reassess your financial priorities?
  • Keeping the economy moving
  • Market Update | April 2020
  • Making peace with the unknown
  • Peer to peer lending
  • Coronavirus safety net expanded
  • Market Update | March 2020
  • Hold on… bumpy markets ahead
  • Women and money: Seize the day!
  • Hatching your nest egg early
  • Market Update | February 2020
  • The hunt for dividend income in 2020
  • Are your insurance needs covered?
  • Ins and outs of SMSF property investing
  • Market Update | January 2020
  • Turn your resolutions into strategies for success
  • 2020 vision for financial fitness
  • 2019 Year in Review: A year of highs and lows
  • Market Update | December 2019
  • The changing nature of debt
  • Our retirement system: great, but room for improvement
  • Unwrapping the joys and pitfalls of giving
  • Market Update | November 2019
  • Stretching your travel budget further
  • Keeping on the right side of SMSF rules
  • Steering through choppy seas
  • Market Update – October 2019
  • Caring for a family with a Will
  • The full nest: living with adult children
  • Building wealth in diversity
  • Positives and negatives of gearing

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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Our Financial Services

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  • Financial Services Guide Pt2

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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.