Monthly Archives: November 2014

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