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Venture Financial Planning Pty Ltd

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September 15, 2020 by Venture

Getting retirement plans back on track

After a year when even the best laid plans have been put on hold due to COVID-19, people who were planning to retire soon may be having second thoughts. You may be concerned about a drop in your super balance, insecure work, or an uncertain investment outlook.

August 11, 2020 by Venture

Super changes add flexibility

Elderly superannuation members keen to top up their savings are set to benefit from the most recent changes to the rules of superannuation.

March 4, 2020 by Venture

Women and money: Seize the day!

As the world celebrates International Women’s Day and all that women have achieved, it’s a good opportunity to take stock. Australia has undoubtedly come a long way in terms of workplace participation, equal pay and financial independence, but there is still some way to go.

November 12, 2019 by Venture

Keeping on the right side of SMSF rules

The lure of greater control over your retirement savings with a Self Managed Superannuation Fund (SMSF) may be enticing but the freedom to chart your own destiny also comes with the responsibility to comply with the rules.

January 17, 2019 by Venture

Can you afford your dream retirement?

Planning your dream retirement can be an exciting time. The chance to travel overseas or around Australia without having to rush back to work, time to pursue new hobbies, learn a language or spend time with the grandkids. The possibilities are endless, but what will it cost?

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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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Our Financial Services

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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.