I am passionate about financial independence and committed to teaching Australians about Self Managed Superannuation Funds (SMSF).
I provide unbiased, clear information that helps people to understand the current compliance requirements. Let me help you. I am here for both SMSF professionals and trustees. My distinct advantage is that I have no financial products to sell and I do not give specific financial advice. My objective is to explain the law in plain English to educate people in SMSF compliance.
I set up this business in 2013 after a long career with the Australian Taxation Office (ATO). I spent seventeen years training Tax Office staff on SMSF compliance and I often accompanied senior managers to stakeholder meetings to provide technical support and advice. With the ATO’s permission, I published The Self Managed Super Handbook in 2010 and later, in 2012, I became a regular contributor to the finance pages of The West Australian and The Australian newspapers.
While I gained my knowledge and experience at the ATO, writing my books and columns strongly motivates to get my SMSF knowledge right.
As well as my extensive experience with SMSFs, I hold a Diploma of Superannuation Management and I am an SMSF Association accredited SMSF Specialist Advisor.
I decided to establish Monica Rule – Your Self Managed Super Expert because I want to more actively contribute to the SMSF field. I have seen a great deal of non-compliance which could have been avoided but has cost trustees their financial security. This pain can be avoided with the right advice and some basic understanding of the law.