Monthly Archives: September 2014

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.