Privacy Policy

We consider your privacy to be fundamental to our relationship with you, and are committed to maintaining the confidentiality, integrity, and security of your personal information. We comply with the Australian Privacy Principles(APP) and the Privacy Act 1988 (Cth) (Act) when collecting, using, disclosing and managing your personal information. Internal policies have been developed to protect the confidentiality of your personal information.

This Privacy Policy contains information in relation to our management of your personal information in accordance with the APP and the Act.

For the purposes of this Privacy Policy, the term “personal information” has the meaning given to it in the Act.

In the course of providing our products and services to you, we collect your personal information. We collect your personal information only where you have provided us with authority to act on your behalf or where you would reasonably expect us to collect it in the provision of our services. Your personal information is collected and used in the provision of our services to you, and if you do not consent to provide us with your personal information we may be unable to provide our full service to you.

We do not disclose any non-public personal information or any information about you to any affiliated or non-affiliated parties. We may forward your personal information only when directed by you to do so, as necessary in order to service you or as required by law. Your personal information is used by us and may be disclosed to the law firm which prepares various documents relevant to the company.

We will disclose your personal information where it is necessary to provide our services to you in the manner requested by you. We may disclose or report personal information in limited circumstances where we believe in good faith that disclosure is required or permitted by law, or to resolve client disputes. We do not sell our client’s personal information to anyone.

You may withdraw your consent to receive

Storage & Security of your personal information

We will take all reasonable steps to ensure that your personal information is properly protected from misuse, loss, unauthorised access, modification or disclosure.

We do not disclose any non-public personal information or any information about you to any affiliated or non-affiliated parties. We may forward personal information only when directed by you to do so, as necessary in order to service you or as required by law. Your personal information is used by us and may be disclosed to the law firm which prepares trust deed and other documents to complete trust deed and other documents or changes that you request or authorise to trust deeds or other documents.

Cookies are little bits of computer code that collect data by tagging along with you while you browse. Most websites, including ours, wouldn’t work very well without certain cookies. They allow us to prevent crashes, display information, fix bugs, and ensure the security of our site (and your account). These types of cookies are often called “strictly necessary” cookies. Because they are needed for our site to work, we don’t provide you with an ability to opt-out of these cookies. But you can remove them by using your browser settings. Keep in mind that certain features of our site may not be available to you.

Some cookies provide important services but are not strictly necessary for our website to work. These cookies use information about your interactions with us so we can suggest special offers for you. If your application process is interrupted, they remember where you left off and send you reminders. These reminders might be sent to you in an email, on social media or while you’re browsing another website or on another device. We think these cookies are useful and will make it easier for you to engage with us. But you might disagree. If so, you can tell us not to use certain cookies by contacting us.

We also use cookies and similar technologies to gather information about the success of our ad campaigns and use of our products and services. These technologies include Google Analytics and others. You can opt-out by visiting Google Analytics Opt-out Browser Add-on  . You can also adjust your privacy settings by visiting the Website Storage Settings Panel and the Global Storage Settings Panel.

We use Cloudflare Turnstile to protect our website from spam and abuse. Turnstile may collect hardware and software information, such as device and browser data, as part of its bot detection services. For more information, please review Cloudflare’s Privacy Policy.

Cloudflare official privacy docs:
Cloudflare Privacy Policy

Technology improvements & changes to this policy

We are constantly striving to improve functionality on this site through technology changes. This may mean a change to the way in which personal information is collected or used. We reserve the right to review and amend this Privacy Policy from time to time in order to reflect legislative and other changes and we will notify you by posting an updated version on this website.

Marketing

By accessing this website you consent to us sending commercial electronic messages (including messages about our products and services) to any electronic address which you provide or for which you are responsible. You warrant that you have authority, either as or on behalf of the electronic account holder, to provide this consent and agree that until you withdraw your consent by providing written notice to us or using an unsubscribe facility in the message, we may continue to send commercial electronic messages to those addresses.

Making a Privacy Complaint

We are committed to resolving any privacy complaint that may arise as quickly and efficiently as possible. Should you have any complaints regarding privacy please contact us on info@newventurewealth.com.au or call us on 1300 050 939. We will attempt to resolve your privacy complaint within 14 days.

If we are unable to resolve your dispute, you may access external dispute resolution services.

New Venture Wealth are SMSF Specialists and Chartered accountants. We are not financial advisors, and no content on this website should be considered as financial advice. Monthly tax and compliance fees are based on tax and compliance services for SMSF assets.

*  Free SMSF offer excludes ASIC fees. Must take up first year accounting services on direct debit to qualify for the free SMSF

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ASIC Declaration

By ticking this ASIC Declaration box, I / We the above listed office bearers, of the yet to be created company (named above) to the best our knowledge declare that the information provided to Deed Dot Com Dot Au Pty Ltd is True and Correct. By ticking the ASIC Declaration box, I / We request, instruct and authorise on payment of the above fees to Deed Dot Com Dot Au Pty Ltd to apply to ASIC in the prescribed form (Form 201) to create the above named company on the basis of the above information on this page. I / We understand that Deed Dot Com Dot Au Pty Ltd will be lodging this application under ASIC’s Electronic Lodgement Protocol and pre filling Form 201 for electronic Lodgement with ASIC. All Director(s), Shareholder(s), Company Secretary and Public Officer authorise Deed Dot Com Dot Au Pty Ltd to lodge this form and assure and declare that I / we the above listed office bearers have the necessary written & singed consents and agreements referred to in the application from (Form 201) for each person listed above, including consent to act as a Director, Consent to act as a Public Officer, Consent to act as a Secretary, Application for Shares by each shareholder / member.

I / We the above listed office bearers of the yet to be formed company, have had an opportunity to read and understand and take a legal opinion on the constitution of the company which we intend to create and all members / shareholders have agreed to subscribe to this constitution. I / we shall handover the signed consents and agreements as listed above if requested by Deed Dot Com Dot Au Pty Ltd which were signed prior to payment to Deed Dot Com Dot Au Pty Ltd for lodgement of company details in a form (Form 201) to ASIC.

ABR Declaration

I agree that: We(Deed Dot Com Dot Au Pty Ltd) will be sending your information to ATO. They are authorised by taxation laws, including the Income Tax Assessment Act 1936, A New Tax System (Australian Business Number) Act 1999, A New Tax System (Goods and Services Tax) Act 1999 and the Taxation Administration Act 1953 to collect the information requested on this form. ATO need this information to help them administer these Acts and to help them to maintain the details relating to you that are recorded in the Australian Business Register (ABR) and other ATO systems. Where authorised by taxation laws to do so, ATO may give this information to other Commonwealth, State, Territory and local government agencies. Selected ABR information is available to the public. Penalties may be imposed for giving false or misleading information.

SMSF Setup Superfund

We are a firm that provides you with the online tools to create your own self managed super funds. Our firm do not have accountants, financial advisors or legal professionals. Our firm is affiliated with a third party provider who is a firm of accountants and provide us with advice in order to provide you with these online tools and auditing services. DIY SMSF Funds as per law is a financial product. However, none of our products are provided to you as a financial service. We do not provide you with any advice regarding the suitability of any of our SMSF products. You must obtain your own such advice when you obtain a product or service from us. We are affiliated with third party tax agents. DIY Specialist accountants and ASIC approved Self Managed Super Funds auditors. Our firm is not licensed to provide any financial advice about SMSF products and tools.

We follow the best interests of our clients under ASIC’s Regulatory Guide 175.214 and taxation. The only one of the matters that must be considered when making a decision to set up a Self Managed Super Funds. We may at times give some factual information which is not intended to influence you in making a decision. In relation to a particular financial SMSF product or an interest in a particular financial product. This advice should not be considered as particular financial product advice or personal advice. This advice may be given under exemptions contained in Corporate Regulation 7.1.33G. We may refer to you to our third party affiliates. If you require advice relating to SMSF capital giants tax implications of investing in various Asset Classes. If we refer you to any financial planner or advisor. That planner pays us a share of for any financial advice given or commission received for investment in any financial SMSF product. We will advise you in writing before we refer you of our arrangement with the financial advisor.

Election to be a Complying Fund
Declaration

You agree that no principal or any staff member of New Venture Wealth Pty Ltd trading as “New Venture Wealth”:

  • We haven’t offered any financial Self managed super funds product advice or any other professional advice. You must obtain your own such advice before purchasing a Self Managed Super Fund product through us.
  • Didn’t provided you or made a statement of opinion with the intention of influencing you. Our firm has not done any act. Which is intending. It is influencing for me to set up a self managed super funds.
  • We don’t give any financial advice unless in any of the circumstances mentioned in Section 766 A (2) (b) of the corporations Act 2001. Which sets out the circumstances in which our principals or staff members are taken to provide a financial service as an “Eligible Service” defined in Corporations Regulations 7.1.29. These circumstances are that, we provide a financial advices (eligible service) in the course of conducting. What we are allow to do (exempt service). It is reasonably necessary to provide financial advice. This advice is offered as an integral part of our normal accounts functions.
  • Our firm did not provided any financial service as mentioned in Section 766 B to E of the Corporations Act 2001. I have enough opportunities in detail these sections of the Act.
  • Never provided any specific advice on any assets risk policy or specific insurance for any of the asset, the SMSF funds or life insurance policy or the value of insurance required for any member of the self managed super fund.
  • Have not provided any advice regarding transfer of any asset or rollover of any existing superannuation interests in the DIY Self Managed Super Funds. What assets or how much money should contribut to the DIY Self Manage Super Fund. SMSF investment strategies of your DIY Self Managed Super Funds.
  • We did not provided any advice on who should be members and trustees of the DIY Self manage Super Funds. Who should be beneficiaries of any death benefit of any member of the DIY Super Fund.
  • Haven’t provided financial advice on any financial Self Managed Super Funds product other than taxation implications of any financial product. Including establishment, operation structuring or valuation of superannuation fund except for advice. Which is for offered sole purpose. Only to the extent reasonably necessary for the purpose, of ensuring compliance by you with the SIS Act (other than paragraph 52(2)(f)), the SIS Regulations (other than regulation 4.09).
  • We do not provide any advice:
    • relating to the acquisition or disposal by your SMSF of any specific financial products or classes of financial SMSF products
    • a recommendation that you acquire or dispose any superannuation product; and
    • a recommendation in relation to a person’s existing holding in a superannuation product to modify an investment strategy or contribution level.
  • We don’t provide any comparison that your existing superannuation interest with DIY SMSF or any other superannuation product or any investment with another in your DIY SMSF.
  • Didn’t provided any retirement planning or estate planning advice either within or outside of superannuation space or within the ambit of DIY Super Fund.
  • That New Venture Wealth can send me follow up communications and promotions. Which relate to my application process, auditing and other new product and promotional releases.
  • I have obtained my own independent profession advice who holds an Australian Financial Services License (AFSL) and conducted my own research in making a decision to set up a SMSF.
  • I understand that once I set up my own Self Managed Super Funds, I as trustee will be responsible for my superannuation funds and I have read all my administrative functions and duties as a trustee and all investment restrictions as detailed in the ATO trustee declaration form.

I have read, understood and accept the Terms & Conditions of use of this website;
I hereby authorize “Deed Dot Com Dot Au Pty Ltd” to set up a Self Managed Superannuation Fund Trust Deed for the above named trustees;
All above trustees are aware that an ATO declaration must be signed within 21 days of commencing their duties;
I am authorised to complete and lodge this form on behalf of the Trustees with “Deed Dot Com Dot Au Pty Ltd”, Australian Tax Office and Australian Business Register.
I have read, understood and accept the declaration.

By clicking the button below “ Accept all disclaimers and declarations ” . Providing my personal and information of all members of the proposed DIY SMSF on the online form. I am instructing New Venture Wealth Pty Ltd and their principals, partners and staff to provide administrative task. Establishing an SMSF as defined in 17A of SIS Act for me..