Author Archives: admin

Senate Accounting and Auditing hosts Monica

A very big thank you to Rod Kid of Senate Accounting for hosting me at the Wembley Golf Course last night. I presented a short seminar on the superannuation changes to Rod’s clients and very much enjoyed meeting this interesting group. Rod was even kind enough to put on delicious food and drinks afterwards.

Monica and Rod Kid FCPA

The new Sixth Edition of ‘The Self Managed Super Handbook’ is now available to purchase

I’m very proud to announce that the latest edition of The Self Managed Super Handbook is now available. Over the past three years I have been in business I have listened to and learned from my clients and this edition reflects all of my experience. I have refined some areas and added some new ones, including the proposed changes to super in the 2016 Budget. I’m sure this is my best book yet!

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Mingling with Kookaburras and Hockeyroos!

We had an amazing time last night at the Whitford Hockey Club fundraising dinner for the new club rooms and synthetic turf. We were very privileged to meet and chat with the coaches and some of the players of the Hockeyroos and Kookaburras. It was so nice to wish these dedicated people all the best for the Rio Olympics.Monica won a ball signed by Madonna Blyth, Captain of the Hockeyroos and Troy went and grabbed the signatures of Kate Hanna, Savannah Fitzpatrick, Mark Knowles (Captain, Kookaburras), Tyler Lovell, Chris Ciriello, Graham Reid (Kookaburra’s Coach) and Adam Commons (Hockeyroos Coach) as well. Thanks to all the dedicated Whitford people who organised this great night.

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Monica with (L-R) Tyler Lovell, Mark Knowles (Captain), Chris Ciriello

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Adam Commons (Hockeyroos’ Coach) and Graham Reid (Kookaburras’ Coach)

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Monica with (L-R) Kate Hanna, Savannah Fitzpatrick, and Madonna Blyth (Captain)

Webinar: Pitfalls that SMSF Trustees should avoid

I often consult with trustees who have made mistakes and need help fixing things up before things get worse. The best advice I can give to anyone with an SMSF is to identify the pitfalls and learn how to avoid them. I am very excited to be presenting this webinar for Law Central and I hope trustees and SMSF professionals alike will gain some valuable insight into the traps that can be avoided with a little knowledge. For more information, click here.

Institute of Public Accountants’ Webinar – ‘SMSFs and Properties’ – 10 December 2015

I conducted a webinar with my new training SMSFs and Properties on Thursday in conjunction with the Institute of Public Accountants. Eighty-eight people registered for the event which is a good number for this time of year. Some of the positive feedback included:

In answer to the question, “What worked well?”

“Reference with the Book”

“Coordination of the online presentation organisers and a host.”

“All very good.”

“Monica kept on top of the presentation and answering questions at the same time.”

“Plain English.”

“Knowledge of the presenter.”

“Webinar very convenient for me, time of day was good, support materials excellent, easy to follow along.”

“Great technical range covered.”

General comments:

“Presenter knew her stuff; the book is great.”

“Great host!”

“I am very happy about the subject matter which cleared my questions and doubts.”

 

Talking “Estate Planning” with the Como Discussion Group

I had a great time with the accountants and auditors of the Como Discussion Group on the evening of Thursday, 15 October, 2015. The venue at the Royal Perth Golf Club was just beautiful. I was so impressed the groups’ level of SMSF knowledge and their engagement in the presentation was fantastic. I even had Troy come up to talk about the relevant Court cases to show where estate planning had gone badly wrong. Many thanks to Lesley McKay for organising the evening and to the Como Discussion Group for being so welcoming.

Ready for action!

Ready for action!

Monica and Lesley McKay

Monica and Lesley McKay

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Monica and Phil Griffiths

 

Troy’s mid-air mishap!

We were incredibly lucky last week when Troy collapsed on a QANTAS flight to Sydney. In addition to the very professional QANTAS staff, there were two nurses and a cardiologist on-board the flight. Unfortunately Troy could not be revived for 10 minutes so the flight returned to Perth and Troy was taken to Royal Perth Hospital. Thank you to the people who helped Troy on the flight as well as the paramedics and staff at Royal Perth who took such great care of Troy. Thanks also to the Institute of Public Accountants for their understanding and the beautiful flowers. I was travelling to Sydney to provide some training to IPA members when all this happened so I was grateful that the IPA staff were able to make other arrangements when I needed to be with Troy. He even got an article in The West Australian on the weekend!

Flowers from IPA 001

 

Visit to Butler Settineri

I had a great visit with partners and managers of Butler Settineri on Wednesday, 26 August, 2015. My thanks to Sandra Colson and Joe Gangemi for arranging the visit and for making Troy and I feel so welcome. I was very impressed with the level of SMSF knowledge of the Butler Settineri team.

Sandra Colson, Superannuation Manager & Joe Gangemi, Partner, Butler Settineri with Monica at Butler Settineri's offices in Subiaco.

Sandra Colson, Superannuation Manager & Joe Gangemi, Partner, Butler Settineri with Monica at Butler Settineri’s offices in Subiaco.

A beautiful gift

It’s really important to surround yourself with a reliable network of professionals who share your values. One of my recommended professionals has been very appreciative of my support and sent me this beautiful gift. For me, it’s a privilege to work with such fantastic people where we can help each other to get the best outcomes for our clients.

Kylie Thompson Gift July 2015 1  Kylie Thompson Gift July 2015 2

Upcoming Training

I’m really looking forward to delivering training to the clients and members of my good friends at Law Central and The Institute of Public Accountants. I’ll be running a webinar for Law Central on Tips and Traps for Property Investment in your SMSF on 28 July and I’ll be running SMSFs and Properties for IPA in Perth and Sydney and Superannuation Law for Self Managed Superannuation Funds for IPA in Sydney in September.

If you’d like to know more about the Law Central Webinar, or the face-to-face training I’ll be running for IPA in Perth or Sydney, click here to go to my training calendar.