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.
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.
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.”
“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.”
“Presenter knew her stuff; the book is great.”
“I am very happy about the subject matter which cleared my questions and doubts.”
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.
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!
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.
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.
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.
I had an amazing time on my Gallipoli cruise with Troy and his parents. The cruise followed the troop convoy route from Albany and we stopped at Sri Lanka, Egypt, Greece, Italy and of course Gallipoli in Turkey. To experience the centenary of Gallipoli with a ship load of Aussies and Kiwis was an experience I’ll never forget. I feel so lucky to have seen some very special parts of the world, but I feel even luckier that I live here in Australia. It’s nice to be home!