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Welcome to Monica Rule – Your Self Managed Super Expert

 


‘Understanding the 2017 Superannuation Changes’ Webinar – Thursday, 23 February, 2017.

Webinar Picture

In this one hour webinar, Monica will use various scenarios to explain the new laws as well as things to consider when determining the best course of action for SMSFs to mitigate any negative outcomes.

Monica will address the SMSF changes as they relate to:
1. concessional contribution limits;
2. non-concessional contribution limits; and
3. limits on pension accounts
These changes are expected to have a massive impact on individuals with superannuation balances of more than $500,000 and superannuation pensions worth more than $1.6 million.

SMSF trustees and professionals need to understand these changes so that they can put effective plans in place before 30 June 2017. Being aware of the changes may enable SMSF members to avoid incurring on excess contributions, investment earnings and on their pension income.

For further details of the webinar, please click here.

 Are you worried about:

     Establishing the wrong SMSF structure

     Non-compliance and ATO penalties

     Structuring borrowing incorrectly

     Not knowing the investment restrictions

Let me help.

Self Managed Superannuation Funds (SMSFs) are my passion. I want SMSF professionals and trustees to have the best tools to help them navigate through the complex maze of superannuation laws and regulations. I can give you the tools.

I am the advisor whom advisors come to for help. Let me help you.

I specialise in providing advice on SMSF compliance, training for professionals, seminars and webinars for professionals and trustees, as well as SMSF content for your in-house newsletters.

I am committed to helping SMSF professionals and trustees understand the law so SMSF members can obtain maximum retirement benefits and retire financially independent.

Contact me to see what I can do for you.

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My books are comprehensive reference guides written in plain English. If you would like to see what the books contain please click on the book’s image.

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