Shows
Talking Tech with MLC TechConnectMaking PDCs and Avoiding Costly MistakesPersonal deductible contributions (PDCs) can be very powerful when done right. They can boost a client’s retirement savings and reduce their taxable income, but the timing, rules and paperwork need to line up perfectly. In this episode, Scott Brown and Janet Manzanero-Caruana break down the key benefits, essential steps and common traps that can catch advisers and clients off‑guard.© 2025 IOOF Service Co Pty Ltd. All rights reserved. For financial adviser use only. The information in this communication is factual in nature. It reflects our understanding of existing legislation, proposed legislation, rulings etc as...
2026-01-2323 minTalking Tech with MLC TechConnectRegulator radar: SMSF hot spots you can't ignoreSMSFs and SMSF advice are firmly in the regulators’ sights — and the spotlight is getting brighter. In this episode, Scott Quinn and Julie Steed unpack the key issues currently attracting attention from ASIC and the ATO. From advice missteps to compliance traps and audit concerns, we’ll explore what’s driving regulator attention and what it means for your business and your clients.© 2025 IOOF Service Co Pty Ltd. All rights reserved. For financial adviser use only. The information in this communication is factual in nature. It reflects our understanding of existing legislation, proposed legislation, rulings etc...
2025-12-0922 minTalking Tech with MLC TechConnectThe 2026 year ahead: Key changes and advice considerationsRecent and proposed changes have created advice opportunities to help you connect with clients in 2026 and beyond. In this episode, Scott Brown and Chris Chow unpack what’s happening in the advice landscape. Tune in to find out what it means for your clients and how you can stay ahead of the curve.© 2025 IOOF Service Co Pty Ltd. All rights reserved. For financial adviser use only. The information in this communication is factual in nature. It reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue, and may be subje...
2025-11-2632 minTalking Tech with MLC TechConnectSmart ways to open the super door for clients 60+Reaching age 60 can unlock new superannuation access options. In this episode, Janet Manzanero-Caruana and Mark Gleeson guide you through the retirement condition of release for clients aged 60 to 65. Tune in to explore the key nuances, practical insights and more.© 2025 IOOF Service Co Pty Ltd. All rights reserved. For financial adviser use only. The information in this communication is factual in nature. It reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue, and may be subject to change. While it is believed the information is accurate and reliable, thi...
2025-10-2613 minTalking Tech with MLC TechConnectFalling in love with TTR pensions againThey were hot. Then they were not and now there are plenty of good reasons to rekindle the romance with transition to retirement (TTR) pensions. In this episode, Mark Gleeson and Scott Quinn share the love by outlining the key advice opportunities, practical tips, common traps and more. Tune in to fall in love with TTR pensions again.© 2025 IOOF Service Co Pty Ltd. All rights reserved. For financial adviser use only. The information in this communication is factual in nature. It reflects our understanding of existing legislation, proposed legislation, rulings etc as at the dat...
2025-10-0118 minTalking Tech with MLC TechConnectThe ins and outs of super death benefitsIt’s not the easiest topic to talk about, but it’s one that matters deeply. Chris Chow and Scott Brown break down the complexities of super death benefits—including eligible beneficiaries, lump sums vs pensions, receiving payments directly or via the estate and more. Tune in for practical insights that help you support clients through tough times with clarity and confidence.© 2025 IOOF Service Co Pty Ltd. All rights reserved. For financial adviser use only. The information in this communication is factual in nature. It reflects our understanding of existing legislation, proposed legislation, rulings etc as at th...
2025-08-2719 minTalking Tech with MLC TechConnectUnlocking TPD in super: tax-free uplift and timing mechanicsWhen clients face permanent incapacity, your advice can play a critical role in helping them navigate complex financial decisions. Scott Quinn and Mark Gleeson outline key opportunities to access total and permanent disability (TPD) benefits in super, utilise the tax-free uplift and plan disability pensions.© 2025 IOOF Service Co Pty Ltd. All rights reserved. For financial adviser use only. The information in this communication is factual in nature. It reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue, and may be subject to change. While it is believed the information is...
2025-08-0716 minTalking Tech with MLC TechConnectBig changes ahead: What advisers need to knowWith some major changes on the horizon, it’s the perfect time to unpack what’s ahead. In this episode, Jenneke Mills and Scott Brown walk you through the delayed start and key updates to aged care, the likely return of Division 296 and a few important reminders as we head into the new financial year.© 2025 IOOF Service Co Pty Ltd. All rights reserved. For financial adviser use only. The information in this communication is factual in nature. It reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue, and may be subjec...
2025-07-0434 minTalking Tech with MLC TechConnectNo concessions given on excess NCCsUnderstand the implications if your advice results in excess non-concessional contributions. In this episode, Mark Gleeson and Scott Quinn highlight the importance of providing correct advice to your client. Learn the checks and balances you should follow so that you don’t end up facing the Financial Services and Credit Panel (FSCP).© 2025 IOOF Service Co Pty Ltd. All rights reserved. For financial adviser use only. The information in this communication is factual in nature. It reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue, and may be subject to change. Whil...
2025-05-1613 minTalking Tech with MLC TechConnectPrincipal home principles: Homing in on Centrelink considerations for the family homeIn this episode, Chris Chow and Mark Gleeson, Senior Technical Services Managers, outline the key advice considerations and opportunities when providing Centrelink advice to clients about the family home. We cover common client scenarios, including temporary exemptions, care situations and selling the home. © 2025 IOOF Service Co Pty Ltd. All rights reserved.For financial adviser use only. The information in this communication is factual in nature. It reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue, and may be subject to change. While it is believed the information is...
2025-03-2714 minTalking Tech with MLC TechConnectSuper caps and trapsIn this episode, Chris Chow and Jenneke Mills outline recent confirmation of super caps and thresholds from 1 July, and advice considerations and issues to consider both before and after the turn of the new financial year.© 2025 IOOF Service Co Pty Ltd. All rights reserved. For financial adviser use only. The information in this communication is factual in nature. It reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue, and may be subject to change. While it is believed the information is accurate and reliable, this is not guaranteed in an...
2025-02-2637 minTalking Tech with MLC TechConnectTop 5 for 2025Join Mark Gleeson and Chris Chow, Senior Technical Managers at MLC TechConnect as they take a look at the top 5 advice issues for financial advisers to be across in 2025.© 2025 IOOF Service Co Pty Ltd. All rights reserved. For financial adviser use only. The information in this communication is factual in nature. It reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue, and may be subject to change. While it is believed the information is accurate and reliable, this is not guaranteed in any way. Examples are illustrative only and are su...
2025-01-2911 min