• Facebook
  • LinkedIn

Venture Financial Planning Pty Ltd

03 5434 7600 Contact us
  • Home
  • About Us
    • About Us
    • Our Team
    • Careers
  • Financial Services
    • Superannuation & Retirement Planning
    • Investment Advice
    • Cashflow & Debt Management
    • Personal Risk Insurance
    • Centrelink Services
    • Aged Care
    • Estate Planning
  • SMSF Accounting
  • News & Resources
    • News & Market Updates

June 29, 2021 by Venture

What is estate planning?

estate planning

Estate planning involves much more than having an up to date Will. It is important to ensure that your assets are distributed in the most effective manner and without adverse tax consequences for your beneficiaries.

July 17, 2020 by Venture

Making your wishes known

While Australia’s handling of the COVID-19 pandemic was among the best in the world, the speed and spread of the illness underlined just how fragile life can be. It was also a solemn reminder of the importance of ensuring your affairs are in order, so your wishes are met – in life and death.

October 2, 2019 by Venture

Caring for a family with a Will

Few of us like to think about death, let alone plan for it. But far from being morbid, getting your affairs in order and drawing up a Will is one of the kindest and most caring things you can do for your loved ones.

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.

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

Direct Debit Request

Our Financial Services

  • Superannuation & Retirement Planning
  • Investment Advice
  • Cashflow & Debt Management
  • Personal Risk Insurance
  • Centrelink Services
  • Aged Care
  • Estate Planning
  • Privacy Policy and Disclaimer
  • Financial Services Guide Pt1
  • Financial Services Guide Pt2

Copyright © 2025 Venture Financial Planning Pty Ltd
Wordpress Website by The DMA

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.