Category Archives: Latest News

I’m back from Gallipoli

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!

Luxor Temple, Egypt

Luxor Temple, Egypt

Pyramids of Giza and Sphinx, Egypt

Pyramids of Giza and Sphinx, Egypt

North, Beach, Gallipoli Peninsula, Turkey

North, Beach, Gallipoli Peninsula, Turkey

The Parthenon, Greece

The Parthenon, Greece

The Colosseum, Italy

The Colosseum, Italy

Institute of Public Accountants’ Webinar – 12 March 2015

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.”

Institute of Public Accountants, WA Division training

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.

IPA WA Division 6.03.2015 FiveIPA WA Division 6.03.2015 ThreeIPA WA Division 6.03.2015 Two

SMSF Association National Conference in Melbourne

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!

OLYMPUS DIGITAL CAMERA With Institute of Public Accountant’s staff (L-R) Alicia Richards, Sara Muggeridge and Greg Tangey
OLYMPUS DIGITAL CAMERA With the team at Australian National Consulting (L-R) George Kordos, Michael Kakaras and Liza Gendo
OLYMPUS DIGITAL CAMERA Cricket at the MCG
OLYMPUS DIGITAL CAMERA Troy enjoys a beer with Neale Prior, Personal Finance Editor at The West Australian
OLYMPUS DIGITAL CAMERA Catching up with James Kirby, Wealth Editor of The Australian

Sydney seminars a great success!

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.”

Monica explains the SMSF law on collectables and personal use assets.

Monica explains the SMSF law on collectables and personal use assets.

Noel Whittaker discusses the future of retirement in Australia.

Noel Whittaker discusses the future of retirement in Australia.

Graham Hand provides some insight into SMSF investment strategy.

Graham Hand provides some insight into SMSF investment strategy.

Stephen Lee and Monica enjoying a tea break.

Stephen Lee and Monica enjoying a tea break.

Graham Hand chats with participants Matthew and Polly Peres.

Graham Hand chats with participants Matthew and Polly Peres.

Ian McFarlane and Bill McDonald enjoy a tea break.

Ian McFarlane and Bill McDonald enjoy a tea break.

Chris Cuffe, Graham Hand, Monica Rule & Noel Whittaker

Chris Cuffe, Graham Hand, Monica Rule & Noel Whittaker

 

Exciting news about the Sydney SMSF Seminar

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.

Chris Cuffe

Chris Cuffe

Noel Whittaker AM

Noel Whittaker AM

Graham Hand

Graham Hand

Brisbane SMSF Seminar a big success

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.”

Noel Whittaker lectures on the 10 mistakes retirees make.

Noel Whittaker lectures on the 10 mistakes retirees make.

Monica explaining superannuation law to Brisbane participants.

Monica explaining superannuation law to Brisbane participants.

Auditors Gerry Naughton and Dan O'Brien with Monica.

Auditors Gerry Naughton and Dan O’Brien with Monica.

Enjoying an afternoon tea of ice cream with Brisbane SMSF Seminar participants.

Enjoying an afternoon tea of ice cream with Brisbane SMSF Seminar participants.

Fourth edition of ‘The Self Managed Super Handbook’ available soon

I’m very pleased to announce that the 4th edition of The Self Managed Super Handbook will be released on 8 September 2014. There will be two formats available – the regular paperback and a new spiral bound version for people who refer to the book a lot. The book has been completely revised and updated to reflect changes brought about by the May 2014 budget.

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Noel Whittaker to speak at the Brisbane SMSF Seminar on 2 September 2014

I’m really excited to announce that Noel Whittaker will be a guest speaker at my Brisbane SMSF Seminar. Noel is a giant in the finance industry and he has been an idol of mine for many years. He has been a very dear friend and mentor to me and I am so proud that he has agreed to share his wisdom with my Brisbane participants. Don’t miss your opportunity to see Noel!

Noel Whittaker with Monica

Noel Whittaker with Monica

Self Discovery Network Breakfast

I felt very privileged to speak to the Self Discovery Network at the Boat Shed in South Perth on Friday, 4 July. I spoke about my life journey and how I came to publish my book and start my business. Thank you to Kelly Sayers for the invitation and to the group for such a warm reception. I was also interviewed by Kelly for the Better Life TV web broadcaster and we discussed ‘The Self Managed Super Handbook’. To view the interview, click here.

 

Monica addresses the Self Discovery Network breakfast gathering.

Monica addresses the Self Discovery Network breakfast gathering.

Monica addresses the Self Discovery Network breakfast gathering.

Monica addresses the Self Discovery Network breakfast gathering.

Monica on the banks of the Swan River, South Perth

Monica on the banks of the Swan River, South Perth