I always love working with the IPA WA Division because they make me feel so welcome. The SMSF Symposium was held at the beautifully refurbished Melbourne Hotel. I spent the day with 20 enthusiastic delegates and we had great fun exploring the ins and outs of SMSF law. I must thank Jessica Smyth for her hard work in setting up the Symposium and for doing such a great job in marketing the event.
I received another warm welcome from IPA delegates at the Sydney office. It was nice to see many familiar faces in the group as well as seeing new ones. I was very impressed with the level of knowledge in the group as we explored the laws and regulations which govern SMSFs in greater depth. The case studies were very well received. Many thanks to Shannon Wilkie and Stella Perez for arranging the seminar and looking after me so well once again.
I had an amazing time in beautiful Noosa, Queensland, presenting at the SMSF Retreat. The weather was fantastic (it was so nice to have a break from Perth’s winter) and the IPA delegates were an enthusiastic and highly engaged group. It was a special privilege to have my good friend Noel Whittaker come and share his knowledge with us. Many thanks to Liz Verrall for her hard work in putting the Retreat together.
This half-day seminar was very well received by IPA members. The group was highly engaged and motivated to learn. It was a pleasure to work with them. Some feedback I received:
Clarified some changes and interpretations.
Very relevant. Lots of useful information and examples. Monica was excellent. Thankyou.
I had a great time in Sydney presenting to a large group of IPA members. There were a lot of great questions and it was nice to see participants become more enthusiastic about SMSFs as we delved deeper into the superannuation law. I was very well looked after by the IPA NSW/ACT Division team and I was grateful for their wonderful support.
Read Monica’s book and loved it! Heard her in person and love how she explains super. I’ve even fallen in love with her. Learnt a lot.
Using examples really helped to give more clarity to the issues being discussed.
It was lovely to wake up this morning and find these on my doorstep. I’m so pleased my clients were happy with my service.
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
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!
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.
Monica with (L-R) Tyler Lovell, Mark Knowles (Captain), Chris Ciriello
Adam Commons (Hockeyroos’ Coach) and Graham Reid (Kookaburras’ Coach)
Monica with (L-R) Kate Hanna, Savannah Fitzpatrick, and Madonna Blyth (Captain)
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.