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!
I ran my two hour Superannuation Law for SMSFs training course from the comfort of my office for The Institute of Public Accountants last Thursday. Forty-eight people from all over Australia signed up to participate. Thanks to Greg Tangey from IPA for his great co-ordination. A few comments from participants (in answer to the question “What worked well?”):
“Having the book as reference.”
“Referring to notes along the way.”
“The additional information to explain some issues.”
“Clear answers, speaker’s voice tone.”
“Monica speaks very clearly and at the right speed.”
“All of it.”
“Presenter was able to explain all aspects of the law relating to SMSF’s.”
I had a great time presenting Superannuation Law for SMSFs to IPA members in Perth on Friday 6 March, 2015. It was a full-on day for the delegates as we covered all the basics of superannuation law. My thanks to Kerrin and the team at the WA Division for their hospitality.
A few comments from my participants:
What did you find most useful?
“Easy and simple step by step information.”
“All the basic knowledge, traps & tricks.”
“The whole package.“
I attended the SMSF Association’s National Conference in Melbourne recently and I’ve picked up quite a few stories so keep an eye out for my newsletters and newspaper articles. It was great to catch up with some old friends and colleagues as well as visit with the friendly teams at the Institute of Public Accountants and Australian National Consulting. Troy and I even got to go to the World Cup Cricket to watch Australia play England!
Troy and I had a fantastic time in Sydney. We ran training for the New South Wales branch of the Institute of Public Accountants and then held our own SMSF Success Secrets seminar. My sincere thanks go to the delegates who made both sessions such a big success and also to Noel Whittaker, Graham Hand, and Chris Cuffe for their participation in SMSF Success Secrets. Next stop, Melbourne!
A few comments from our participants:
“Very useful conference. Would recommend to colleagues.”
“Enjoyable, good crowd & good networking opportunity.”
“Your SMSF seminar was well put together and professionally delivered. The day moved smoothly from one topic to another and the guest speakers Noel and Graham were very easy to listen to and follow. It was our pleasure to participate and glad that my input from an adviser’s perspective and [a] Registered Auditor’s perspective was helpful.”
I’m very excited to announce that Noel Whittaker (Best selling author and finance expert), Graham Hand (Editor of online investments and superannuation newsletter, Cuffelinks) and Chris Cuffe (former CEO, Colonial First State) will be headlining my Sydney SMSF Seminar. These guys are giants in the finance sector and have well over 100 years of investment experience between them. I strongly encourage all of my clients to come along to the Sydney SMSF Seminar, as to hear these gentlemen speak is more than worth the price of admission.
For more information, click here.
I had a wonderful time in beautiful Brisbane with some very keen SMSF Seminar participants. The venue was beautiful and the food was excellent. We were also treated to a superb presentation by Noel Whittaker on the 10 mistakes retirees make. The fourth edition of The Self Managed Super Handbook was also unveiled in its newest format – coil bound, and proved popular with the group. My thanks to the participants whose active involvement in the Brisbane SMSF made it such a big success and to Noel Whittaker for the generosity of his time and his excellent presentation. I can’t wait to come back to Brisbane!
A few comments from participants:
“Easy to understand. Monica is a great presenter, she keeps it simple.”
“Overall I really enjoyed the day. Monica is easy to listen to. It was presented in an interesting way with a bit of fun and a relaxed small group.”
“Will come to another & recommend to friends.”
“Brilliant, thanks so much. Really enjoyed.”