Death taxes are complex
The West Australian, Monday, 2 April, 2018
Understanding the taxation ramifications of early access to retirement savings
The Australian, Tuesday, 28 November, 2017
SMSF members can’t ignore dementia risk
The Australian, Tuesday, 21 November, 2017
Mistakes in SMSFs on related party loans
Cuffelinks, Thursday, 16 November, 2017
Life insurance: buy it inside or outside super?
The Australian, Tuesday, 7 November, 2017
Beware professional pitfalls
The Australian, Tuesday, 31 October, 2017
Be prepared for bill shock when taxman eyes his cut of rollover cash
The Weekend Australian, Saturday, 21 October, 2017
Roll-in tax catches unaware
The West Australian, Monday, 17 October, 2017
Cheap SMSF audits can cost a pretty penny in long run
The Australian, Tuesday, 3 October, 2017
Sorting the secrets of your super benefits
The Australian, Tuesday, 26 September, 2017
Super helps in tough times
The West Australian, Monday, 25 September, 2017
Borrow for the house, not the dining table
The Weekend Australian, Saturday, 9 September, 2017
Same-sex couples already get equal treatment under superannuation laws
The Weekend Australian, Saturday, 26 August, 2017
Inheritances stranded by new rules reinforce super’s original purpose
The Weekend Australian, Saturday, 19 August, 2017
Early release of superannuation is possible but usually a last resort
The Weekend Australian, Saturday, 5 August, 2017
How new super laws affect death benefit pensions and the transfer balance cap
The Weekend Australian, Saturday, 29 July, 2017
Transition from work loses gloss
The West Australian, Monday, 24 July, 2017
Accessing super before retirement
Cuffelinks, Thursday, 20 July, 2017
Make the changes to transition to retirement plans work for you
The Weekend Australian, Saturday, 15 July, 2017
Know rules or pay price
The West Australian, Monday, 10 July, 2017
New financial year’s rules for SMSFs should trigger a review of trustee duties
The Australian, Tuesday, 4 July, 2017.
A short guide to SMSF estate planning under the new rules
Morningstar, Tuesday, 27 June, 2017
Monica’s take on rules
The West Australian, Monday, 26 June, 2017
Take it to the limit one more time – but follow the rules
The Weekend Australian, Saturday, 24 June, 2017
Looming changes to regulations provide a chance to review SMSF trust deeds
The Australian, Tuesday, 20 June, 2017
Deed need hinges on super shuffle
The West Australian, Monday, 12 June, 2017
Put your super in order with a ‘to do’ list
The Weekend Australian, Saturday, 3 June, 2017
There’s major new superannuation rules to take note of as July 1 approaches rapidly
The West Australian, Monday, 29 May, 2017
Top 10 tips for SMSFs before 30 June 2017
Cuffelinks, Thursday, 25 May, 2017
Limited lifespan for super loopholes but opportunity knocks with one loan type
The Australian, Tuesday, 23 May, 2017
Why it pays to stay under the cap with your non-concessional super contributions
The Australian, Tuesday, 16 May, 2017
The two contributions exemptions that SMSF members need to know about
The Australian, Tuesday, 2 May, 2017
Using small biz cap gap
The West Australian, Monday, 24 April, 2017
Be super aware of changes
The West Australian, Monday, 10 April, 2017
Understanding your ‘total super balance’ crucial for DIY funds
The Weekend Australian, 8 April, 2017
Super caps looming
The West Australian, Monday, 27 March, 2017
New super rules could affect estate planning
The Australian, Tuesday, 14 March, 2017
Calling SMSF operators: don’t put your head in the sand
The Australian, Tuesday, 7 March, 2017
Do new rules create incentive for single member SMSFs?
Cuffelinks, Thursday, 2 March, 2017 (by Rick Turner, Monica provides expert opinion)
SMSF players need to grasp one-off CGT break
The West Australian, Monday, 20 February, 2017
Mind the cap on transfers
The West Australian, Monday, 20 February, 2017
Monica’s Q&A on $1.6 million super rules
Cuffelinks, Thursday, 9 February, 2017
Clarity on new super rules
The Australian, Tuesday, 7 February, 2017
Know the changes to super laws
The West Australian, Monday, 6 February, 2017
Navigating super law changes with confidence
Cuffelinks, Thursday, 2 February, 2017
Avoid tax traps in super shift
The Australian, Tuesday, 31 January, 2017
Plan for loss of capacity
The West Australian, Monday, 5 December, 2016
Profit from super reform
The West Australian, Monday, 21 November, 2016
Careful!…not all superannuation death benefits are tax free
The Australian, Tuesday, 1 November, 2016
Hands-off super solution
The West Australian, Monday, 3 October, 2016
Don’t be an idiot abroad
The West Australian, Monday, 19 September, 2016
Residency test for SMSFs
The Weekend Australian, Saturday, 17 September, 2016
Super has split rules for divorce
The Australian, Tuesday, 13 September, 2016
Divorce and the nest egg
The West Australian, Monday, 12 September, 2016
SMSFs need vigilance with money in and out
Cuffelinks, Thursday, 1 September, 2016
Cashing in your stash: how superannuation benefits can be paid from an SMSF
The Australian, Tuesday, 30 August, 2016
Getting true market value key to SMSF selling an asset to the fund’s members
The Australian, Tuesday, 23 August, 2016
Reduce SMSF pains
The West Australian, Monday, 8 August, 2016
Understanding the definition of a super contribution can guide SMSFs to the right choices
The Australian, Tuesday, 2 August, 2016
Terminally ill can rest assured their super is accessible to take burden off family
The Australian, Tuesday, 26 July, 2016
Help through hard times
The West Australian, Monday, 25 July, 2016
Three strategies to boost your retirement coffers
The Australian, Tuesday, 12 July, 2016
Know your terms before doing up DIY property
The Weekend Australian, Saturday, 9 July, 2016
Reserving strategy – your last-minute chance to avoid super contributions caps
The Australian, Tuesday, 28 June, 2016
Top 10 hints for SMSF trustees before 30 June
Cuffelinks, Tuesday, 14 June, 2016
Ten tips for self managed super funds ahead of June 30
The Weekend Australian, Saturday, 11 June, 2016
SMSF investors should consider splitting concessional contributions with spouse
The Australian, Tuesday, 7 June, 2016
Quick split will dodge cap shift
The West Australian, Monday, 6 June, 2016
Structure the key after budget super changes
The Australian, Tuesday, 10 May, 2016
Super collectable change
The West Australian, Monday, 2 May, 2016
Last chance to comply on art and collectibles
The Weekend Australian, Saturday, 30 April, 2016
How to protect your SMSF retirement savings if you are declared bankrupt
The Australian, Tuesday, 19 April, 2016
Super death benefit: how it’s passed on to beneficiaries and how to avoid grief
The Australian, Tuesday, 5 April, 2016
Taxing questions in superannuation death payouts
The West Australian, Monday, 4 April, 2016
Bankruptcy blues plan
The West Australian, Monday, 28 March, 2016
5 per cent rule, big confusion
The West Australian, Monday, 14 March, 2016
Would you know what to do if you lost the ability to manage your super fund?
The Australian, Tuesday, 1 March, 2016
Is an SMSF really what you’re looking for?
The Australian, Tuesday, 23 February, 2016
Good reasons a must: You are responsible for your DIY fund
The West Australian, Monday, 15 February, 2016
The merits of reversionary versus non-reversionary pensions
Cuffelinks, Thursday, 11 February, 2016
Super law stops an SMSF running a business
The Australian, Tuesday, 9 February, 2016
An offer you can refuse
The West Australian, Monday, 8 February, 2016
Know the rules on funds and estates
The Australian, Tuesday, 2 February, 2016
Getting to know your DIY parties
The Australian, Tuesday, 8 December, 2015
Investing together
The West Australian, Monday, 7 December, 2015
The superannuation concession few would claim to want – but all should take
The Australian, Tuesday, 1 December, 2015
A pathway to tax concessions
The Australian, Tuesday, 24 November, 2015
Keeping active
The West Australian, Monday, 16 November, 2015
Choice of pension matters for fund operator’s estate planning
The Australian, Tuesday, 10 November, 2015
SMSFs can lend to some relatives
Cuffelinks, Thursday, 5 November, 2015
Home truths: using an SMSF to purchase foreign property
The Australian, Tuesday, 3 November, 2015
SMSFs must be for you not your adviser
The Australian, Tuesday, 13 October, 2015
SMSFs investing in property can offer tax breaks, but the rules must be obeyed
The Australian, Tuesday, 6 October, 2015
Why SMSFs should get their SuperStream right
The Australian, Tuesday, 29 September, 2015
ESA for SMSF or DIY a tax problem
The West Australian, Monday, 28 September, 2015
You can lend to your cousin and a former spouse – just not to other relatives
The Australian, Tuesday, 22 September, 2015
SMSFs investing in overseas real estate
Cuffelinks, Thursday, 17 September, 2015
Not all dependants are equal in eyes of tax office
The Australian, Tuesday, 8 September, 2015
Pushing up daisies no easy DIY feat
The West Australian, Monday, 31 August, 2015
Meeting the work test for contributions
Cuffelinks. Thursday, 27 August, 2015
All in the timing: finer points of meeting ATO’s ‘work test’ to make super deposits
The Australian, Tuesday, 25 August, 2015
Silly rule penalises the grieving
The Australian, Tuesday, 18 August, 2015
Working out rule is taxing
The West Australian, Monday, 17 August, 2015
The age-old question
Trevor Treharne, Acuity, Saturday, 1 August, 2015
Throwing light on the tax exemption rules that help you fund your DIY pension
The Australian, Tuesday, 28 July, 2015
BRP can be a gas for super
The West Australian, Monday, 27 July, 2015
Beg, borrow or steal: LRBAs offer another way for SMSFs to acquire property
The Australian, Tuesday, 21 July, 2015
Devil in tax dodge detail can trip SMSFs
The West Australian, Monday, 20 July, 2015
Choose to ignore rules on SMSFs buying residential property at your own peril
The Australian, Tuesday, 14 July, 2015
Take the cash when the Reaper comes calling…
The West Australian, Monday, 13 July, 2015
SMSFs and house and land packages
Cuffelinks, Thursday, 9 July, 2015
Five-point checklist for the new tax year
Vita Palestrant, Money Magazine, Thursday, 8 July, 2015
Mind those selfie urgings
The West Australian, Monday, 15 June, 2015
Two types of house and land packages for DIY funds – know the difference
The Australian, Tuesday, 9 June, 2015
A tweak in time could save you nine & 20 things for trustees to consider before June 30
The West Australian, Monday, 8 June, 2015
Homes a trap for trustees
The West Australian, Monday, 1 June, 2015
Top 10 hints for SMSF trustees before 30 June
Cuffelinks, Thursday, 28 May, 2015
Ten things you must do for your DIY fund now
The Weekend Australian, Saturday, 23 May, 2015
Trust me, you need to get your death benefits in order
The Australian, Tuesday, 19 May, 2015
SMSF breaches to cost more from July
The West Australian, Monday, 18 May, 2015
An SMSF journal entry is not enough
Cuffelinks, Thursday, 14 May, 2015
Go to God with SMSF at peace
The West Australian, Monday, 4 May, 2015
Anti-detriment payment
Financial Planning Magazine, Friday, 1 May, 2015
DIY funds’ cars must stay in the garage as tax office drives collectables change
The Australian, Tuesday, 21 April, 2015
Challenging the ATO: preserving the right to pay a pension using SMSF assets
The Australian, Tuesday, 14 April, 2015
Deadline looms for action on those little SMSF luxuries
The West Australian, Monday, 13 April, 2015
Collectable and personal use assets
Cuffelinks, Thursday, 9 April, 2015
Take an active interest and make your SMSF work for you
The West Australian, Monday, 23 March, 2015
Detail call to selfies
The West Australian, Monday, 23 March, 2015
The $5 solution to the tax office’s online application hurdle for new DIY funds
The Australian, Tuesday, 17 March, 2015
Using your DIY super fund to make repairs and improvements to property
The Australian, Tuesday, 10 March, 2015
Computer snag pain in debut
The West Australian, Monday, 9 February, 2015
Super perk on radar of Treasury deficit hawks
The West Australian, Tuesday, 24 February, 2015
Paying attention to SMSF rules will help avoid pitfalls of excess contributions tax
The Australian, Tuesday, 17 February, 2015
Do the deed to pass on your super funds
The West Australian, Monday, 16 February, 2015
Get loan structure right for home build investment packages
The West Australian, Monday, 9 February, 2015
Tax paid by your SMSF can be returned to your dependants
Cuffelinks, Thursday, 5 February, 2015
How to make the most of it
The West Australian, Monday, 8 December, 2014
Overseas investments can be a minefield for SMSFs
The Australian, Tuesday, 2 December, 2014
Excess is taxing but that’s no reason not to help
The West Australian, Monday, 1 December, 2014
Do-it-yourself funds and houses
The West Australian, Monday, 17 November, 2014
Rules for SMSF renovations
Smart Investor, Thursday, 13 November, 2014
There are tax exemptions for SMSF business owners
The West Australian, Monday, 10 November, 2014
Don’t create a renovation disaster for your SMSF
The Sydney Morning Herald, Wednesday, 5 November, 2014 (This article also appeared in The Age and The Canberra Times).
Two contributions, two caps but if you owe tax, just pay it
The West Australian, Monday, 3 November, 2014
Keeping track of super age milestones
The Australian, Tuesday, 28 October, 2014
Tricky steps to add foreign property to your fund
The West Australian, Monday, 27 October, 2014
How do you change a two-member SMSF?
Cuffelinks, Friday, 24 October, 2014
Borrowing is not the only option for SMSF assets
The West Australian, Monday, 20 October, 2014
Successful superannuation all comes down to timing
The Australian, Tuesday, 14 October, 2014
Superstream’s Nuts and Bolts
The West Australian, Tuesday, 14 October, 2014
No walk-up start for pension commuting
The West Australian, Monday, 13 October, 2014
Deal with related parties a sticky wicket for selfies
The West Australian, Monday, 6 October, 2014
The will power of binding death nominations
Cuffelinks, Tuesday, 2 October, 2014
Death, disaster and you
The West Australian, Monday, 29 September, 2014
Confusion reigns over two-year bring-forward rule for SMSFs
The Australian, Tuesday, 23 September, 2014
Time, timing it and meeting the right deadline
The West Australian, Monday, 22 September, 2014
How past convictions can kill off your SMSF dream
The Australian, Tuesday, 16 September, 2014
DIY fund minders have a taxing job
The West Australian, Monday, 15 September, 2014
Why not take a TRIP and start to enjoy your superannuation before you actually retire
The Australian, Tuesday, 9 September, 2014
Dishonesty disqualifies you from running SMSF race
The West Australian, Monday, 8 September, 2014
Superannuation and terminal illness, disability and death
Cuffelinks, Thursday, 4 September, 2014
Taxing issue of terminal illness not something the self-managed should leave to chance
The Australian, Tuesday, 19 August, 2014
Trustees, take a minute to put it in the minutes
The West Australian, Monday, 18 August, 2014
Take TRIP and reap the rewards
The West Australian, Monday, 11 August, 2014
Key changes for SMSFs and new ATO powers
Cuffelinks, Friday, 8 August, 2014
Be alive to the call of a binding death benefit nomination on your self-managed super
The Australian, Tuesday, 5 August, 2014
Learn rules to push extra super limits
The West Australian, Monday, 4 August, 2014
Understanding the bring forward rule
Cuffelinks, Friday, 1 August, 2014
Expect the unexpected when it comes to your fund
The West Australian, Monday, 21 July, 2014
Beware of penalties for law breaches
The West Australian, Monday, 14 July, 2014
Just what is a re-contribution strategy?
Cuffelinks, Friday, 11 July, 2014
Fund re-contribution can have tax advantages
The Australian, Tuesday, 8 July, 2014
Money transferred from foreign superannuation funds into SMSFs
Public Accountant, Thursday, 26 June, 2014
Check carefully if you want your wishes respected
The West Australian, Monday, 16 June, 2014
This is how a re-contribution strategy really works
The West Australian, Monday, 9 June, 2014
Ten things for SMSF trustees to check before EOFY
Cuffelinks, Friday, 6 June, 2014
As compliance deadline approaches, 10 ways to keep your SMSF onside and catch the tax breaks
The Australian, Tuesday, 3 June, 2014
Getting the measure of your super nest egg (Part One)
The West Australian, Monday, 26 May, 2014
Getting the measure of your super nest egg (Part Two)
The West Australian, Monday, 26 May, 2014
10 things for SMSF trustees to consider before EOFY
Public Accountant, Wednesday, 21 May, 2014
Bringing it home and the overseas super fine print
The West Australian, Monday, 19 May, 2014
Changes to SMSF contribution methods
Cuffelinks, Friday, 16 May, 2014
Short trip OK, but don’t stay away: SMSF non-resident tax
The Australian, Tuesday, 13 May, 2014
Payouts can be assets and cash
The West Australian, Monday, 12 May, 2014
Tax on superannuation contributions
Public Accountant, Monday, 12 May, 2014
Setting up a SMSF
Vita Palestrant, Money Magazine, Thursday, 8 May, 2014
Beware Division 293 tax on superannuation contributions
Cuffelinks, Friday, 2 May, 2014
Assets can contribute to your super security
The Australian, Tuesday, 29 April, 2014
Super strike for high earners
The West Australian, Monday, 28 April, 2014
Errant SMSFs face new penalties
The West Australian, Monday, 21 April, 2014
Homework required if you’re to avoid getting your fingers burnt on super buys
The Australian, Tuesday, 8 April, 2014
Learn and get help when you need it
The West Australian, Monday, 7 April, 2014
End of an era as ATO chucks cheques and paper for SMSF payments
The Australian, Tuesday, 1 April, 2014
A different kind of SMSF contribution
The West Australian, Monday, 31 March, 2014
How to handle self-managed super while living abroad
The Australian, Tuesday, 25 March, 2014
Efficiency drive equals no more cheques in the mail
The West Australian, Monday, 17 March, 2014
Going overseas and coming back could cost you your retirement savings
Public Accountant, Thursday, 13 March, 2014
Active member test proves a trap for overseas self-managed super contributors
The Australian, Tuesday, 11 March, 2014
Local, ‘active’ SMSF members are really critical
The West Australian, Monday, 10 March, 2014
Six property potholes for SMSFs to avoid
Cuffelinks, Friday, 7 March, 2014
Tips for expat SMSF owners
The West Australian, Monday, 3 March, 2014
There are complexities to factor in before SMSF tax time
The West Australian, Monday, 24 February, 2014
A lot to consider before taking the property plunge
The West Australian, Monday, 17 February, 2014
Super, duper expensive mistakes
The West Australian, Monday, 9 February, 2014
SMSF borrowing for land development is not fertile ground
Cuffelinks, Friday, 7 February, 2014
An interview with Monica Rule
API(WA) eNews, Wednesday, 5 February, 2014
Loans have limits under the law
The West Australian, Monday, 20 January, 2014
Tax consequences of super cash outs
Public Accountant, Thursday, 9 January, 2014
Beware SMSF service dangers – Part One
Beware SMSF service dangers – Part Two
The West Australian, Monday, 9 December, 2013
Why SMSFs call Australia Home
The West Australian, Monday, 2 December, 2013
Check your past before you leap
The West Australian, Monday, 25 November, 2013
Women: watch your nest eggs
Joondalup Weekender, Thursday, 21 November, 2013
‘Wife’ SMSF trustees need to be vigilant
The West Australian, Monday, 18 November, 2013
The right SMSF structure can protect trustee assets
The West Australian, Monday, 11 November, 2013
Your nest egg, your call, just make it binding
The West Australian, Monday, 4 November, 2013
Beware of Joint Venture Agreements
Public Accountant, Thursday, 31 October, 2013
Profile: Monica Rule
Public Accountant, Thursday, 31 October, 2013
Fund insurance not compulsory but failing to prove you’ve considered it may be painful
The Australian, Tuesday, 29 October, 2013
Buying a property inside your SMSF… the good, bad and ugly of the legalities – Part One
Buying a property inside your SMSF… the good, bad and ugly of the legalities – Part Two
The West Australian, Monday, 28 October, 2013
Share trading expenses claims have all but gone
The West Australian, Monday, 21 October, 2013
SMSF investments are all relative under the law
The West Australian, Monday, 14 October, 2013
Here’s a loophole worth acting on
The West Australian, Monday, 7 October, 2013
Super trouper dispels the myths
The West Australian, Monday, 23 September, 2013
SMSFs must know about zero rate loans
The Weekend Australian, 21-22 September, 2013
Get extra good insurance advice
The West Australian, Monday, 16 September, 2013
The training guide for DIY super funds – Part One
The training guide for DIY super funds – Part Two
The West Australian, Monday, 26 August, 2013
Pitfalls of property ownership
The West Australian, Monday, 19 August, 2013
Know the pros and cons of different self-managed super fund structures for your bottom line
The Australian, Tuesday, 13 August, 2013
How to get on the right track
The West Australian, Monday, 29 July, 2013
Danger ahead: super fund pitfalls lead to costly tumbles
The Weekend Australian, 27-28 July, 2013
Broken rules can cost you half your nest egg
The West Australian, Monday, 8 July, 2013
Tough rules force trustees to study
The West Australian, Monday, 17 June, 2013
Risk-free nest egg
The West Australian, Monday, 27 May, 2013
Make sure your hard-earned savings are spent on you, not wasted on paying tax
The Australian, Tuesday, 21 May, 2013
It’s worth knowing your way around super caps
The West Australian, Monday, 20 May, 2013
Don’t fall foul of the tax man, he’ll happily take half if you step out of line on SMSFs
The Australian, Tuesday, 14 May, 2013
Don’t trip up when paying pension from SMSF
The West Australian, Monday, 29 April, 2013
Supplying materials is against the rules
The Australian, Tuesday, 16 April, 2013
Know the law on post-tax limits or risk losing your super
The Weekend Australian, 6-7 April, 2013
Once-only offer can help cap excess error
The Australian, Tuesday, 26 February, 2013
Registration clock ticking for auditors
The Australian, Tuesday, 19 February, 2013
It pays not to make mistakes with your nest egg
The West Australian, Monday, 18 February, 2013
Art for art’s sake not SMSF friendly
The Weekend Australian, 16-17 February, 2013
Writing on the wall for super art
The West Australian, Monday, 4 February, 2013
A good auditor could save your DIY super fund
The West Australian, Monday, 21 January, 2013
Self-managed superannuation funds can borrow to buy assets but it pays to know the rules
The Weekend Australian, 8-9 December, 2012
Self-managed super should borrow with great care
The Weekend Australian, 1-2 December, 2012
Shoddy super puts the house at risk
The Weekend Australian, 24-25 November, 2012
It might be complicated but you must get it right
The West Australian, Monday, 19 November, 2012
It’s vital DIY fund loans are right
The West Australian, Monday, 12 November, 2012
DIY trustees discover a limit to their largesse
The West Australian, Monday, 5 November, 2012
Unwary face SMSF overseas pitfall
The Weekend Australian, 27-28 October, 2012
Tax ruling points out the pitfalls of living overeas
The West Australian, Monday, 22 October, 2012