View this email in your browser
Newsletter
December 2022
Welcome to the Christmas Edition of the Moneta Super Newsletter. This is a short newsletter simply to advise opening hours over the Christmass/Holiday period and a couple of items of interest.
Christmas/Holiday Period:
The office will be closed from 5:00pm Friday 23rd December 2022 until 09:00am on Monday 9th January 2023. Any urgent enquiries should be emailed to clientinfo@monetasuper.com.au.
Events and News:
- We have appointed a new staff member. Lucy Pang joined us in August as the SMSF Accountant. Read more about Lucy at https://www.monetasuper.com.au/about-moneta/
- Monica Wang recently received a Letter of Commendation from Curtin University acknowledging that she had received top marks in the subject “Advanced Superannuation and Retirement Planning”. Monica undertook this study to complete her registration as a Tax Agent.
- During 2022 we conducted two client seminars on the power of SMSFs. We are planning more seminars for 2023. We will welcome advice from our clients of any topics that may be of particular interest. Please forward any suggestions to ken@monetasuper.com.au or russell@monetasuper.com.au
- Moneta Super has grown in a measured way during 2022 and we look forward to continuing growing in 2023. Part of our growth strategy is to engage new clients through personal referrals from our clients so please keep us in mind when speaking with your families, friends and business associates.
Finally…
All of us at Moneta Super wish you all a very happy and enjoyable Christmas & Holiday period with your ffamilies and friends. If any of you are driving long distances – may you have a pleasant and safe journey.
We are looking forward to catching up with you all next year.
Best regards,
Ken Maher
Moneta Super
Copyright © 2022 Moneta Super Pty Ltd, All rights reserved.
Want to change how you receive these emails?
You can update your preferences or unsubscribe from this list.
Important Information INFORMATION
Moneta Super is a privately owned and independent Self Managed Superannuation Fund administration service and located in Camberwell, Victoria. Information about its owners can be read here.
It is independent in that it has no form of ownership, sponsorship or other arrangements with other businesses or organizations. It has no contractual arrangements with other individuals, companies or other organizations that can limit its independence.
Moneta Super does not have an Australian Financial Services Licence and therefore it cannot advise on the suitability of SMSFs for customers nor can it advise on the suitability of any strategies that might be beneficial for trustees and members. However, it can inform trustees about strategies that may be possible but stresses that trustees should seek the advice of a properly qualified and licenced Financial Planner before making any decisions of this nature.