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Venture Financial Planning Pty Ltd

03 5434 7600 Contact us
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SMSF Accounting & Administration

SMSF accounting

Locally owned and operated in Bendigo Victoria, Venture Financial Advisers has been providing solutions for Self Managed Superannuation Fund (SMSF) trustees and their advisers for over 15 years.

Our qualified accountants are specialists in their field with a client first focus. Our aim is to ensure you are teamed with the right  information to live your best life in retirement

Whether you currently have your own fund or are looking to take control of your retirement by establishing a new SMSF, we can tailor a package which suits your needs and objectives.

We can help you by providing:

● Establishment of a quality SMSF to provide for your future
● Technology and accounting solutions to minimise the time you spend on tax compliance, allowing you more time to focus on your retirement goals
● A proactive and forward thinking partner for SMSF trustees to know they are making the best financial decisions
● Robust attention to detail
● The ability to view your SMSF online so you can monitor your retirement investments at any time
● A straightforward transparent fee structure

The accountants at Venture Financial Advisers also partner with respected professionals to ensure other aspects of your financial future are protected. These services can include:

● Financial planning services that provide strategic, investment and insurance advice
● Business and individual tax accountants that offer comprehensive tax solutions
● Legal services to ensure your wealth is not just protected during your lifetime but also for your loved ones
● Finance and mortgage solutions for your SMSF and other borrowing needs

Book time with one of our SMSF specialist advisers™ to know that you’re making the best financial decisions.

SMSF team Bendigo Ryan Andrew Kayla
Ryan Trickey, Andrew Morris and Kayla Rayner, your SMSF team

 

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.

Download our FSG

Venture Representative Profile

Our Financial Services

  • Superannuation & Retirement Planning
  • Investment Advice
  • Cashflow & Debt Management
  • Personal Risk Insurance
  • Centrelink Services
  • Aged Care
  • Estate Planning
  • Privacy Policy and Disclaimer

Copyright © 2022 Venture Financial Planning Pty Ltd
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Venture Financial Planning Pty Ltd ABN 62 095 194 559 is an Authorised Representative of Count Financial Ltd ABN 19 001 974 625
AFSL No. 227232 which is 85% owned by CountPlus Limited ABN 111 26 990 832 (CountPlus) of Level 8, 1 Chifley Square, Sydney 2000 NSW and 15% owned by Count Member Firm Pty Ltd ACN 633 983 490 of Level 8, 1 Chifley Square, Sydney 2000 NSW. CountPlus 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 Ltd. The information on this web page is not advice and is intended to provide general information only. It does not take into account your individual needs, objectives or personal circumstances.