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March 4, 2020 by Venture

Hatching your nest egg early

The summer bushfires have touched the lives of all Australians. For individuals who lost homes, businesses or livelihoods, the financial hardship lingers, prompting many to ask whether they can dip into their superannuation to tide them over.

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.

September 23, 2019 by Venture

How super is your life insurance?

For most people, life insurance provides a safety net against unexpected events. This is particularly the case if you have a mortgage, debts or family who are dependent on you earning an income. In many cases, life insurance has been automatically offered through superannuation.

July 13, 2018 by Venture

Super and inheritance: making your wishes known

People often think their superannuation will be treated as part of their estate when they die and distributed according to their Will, but that’s not the case. Unless you have nominated your beneficiaries, the decision as to who receives your superannuation is in the hands of the trustees of your fund.

June 14, 2018 by Venture

Budget changes support a brighter retirement

Tax cuts received most of the attention in the May 2018 Budget, which meant some quiet tweaks to superannuation and retirement income were drowned out in all the noise.

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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.

Download our FSG

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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.