Category Archives: Latest News

SMSF Symposium – Institute of Public Accountants, WA Division – 6-7 September, 2018

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.

SMSF Extension – Institute of Public Accountants NSW/ACT Division – 3 September, 2018

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.

 

SMSF Retreat, Noosa – Institute of Public Accountants, Queensland Division, 27-28 August, 2018

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.

Superannuation Law Masterclass – Institute of Public Accountants NSW/ACT Division – 28 November, 2017

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.

Some feedback:

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.

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.