Media articles

Title Author Date
Dealing with death in the new world Josh Rundmann Feb 2017
Looking at the Old with the new - TAPS and transfer balance cap

Josh Rundmann

March 2017

TTR pensions: From hero to zero?

Josh Rundmann

May 2017

Media Articles – 2016

Title Author Date
The power of being equal IOOF Technical Services team Dec 2016
SAFs can provide powerful estate planning solutions Julie Steed Dec 2016
Residential care and renting out what you need to know William Truong Dec 2016
Get a head start on the complex new super world Josh Rundmann Nov 2016
Reform passage heralds new era for super Josh Rundmann Nov 2016
Seven month window of opportunity on super contributions Kate Anderson Nov 2016
One on one with…Kate Anderson Kate Anderson Nov 2016
Is superannuation a part of your clients’ estate plans? IOOF Technical Services team Nov 2016
Aged care advice in its infancy Ling Wang Oct 2016
IOOF Analysis - Third tranche of draft super reforms released Pam Roberts Oct 2016
When SMSF members head for the exit Julie Steed Oct 2016
Navigating NALI with trusts and private company dividends Julie Steed Oct 2016
Time to consider super splitting strategies Kate Anderson Oct 2016
Conundrum over death benefit discrepancy Josh Rundmann Sep 2016
Second tranche of draft super reforms released Josh Rundmann Sep 2016
IOOF Second tranche of draft super reforms released – remaining matters IOOF Technical Services team Sep 2016
IOOF Employer Super awarded CANSTAR five-star rating Steve Black Sep 2016
IOOF analysis - Budget super reforms Martin Breckon Sep 2016
Govt definition of super not adequate Pam Roberts Sep 2016
Industry welcomes draft super reforms Pam Roberts Sep 2016
Industry welcomes draft super reforms Pam Roberts Sep 2016
Advisers must prepare as pension changes loom Josh Rundmann Sep 2016
The other self managed super funds Julie Steed Sep 2016
SAFs may eliminate conflicts Julie Steed Aug 2016
Clarity the key on super cap exemptions Josh Rundmann Aug 2016
Predictions for how super proposals will fare post-election Pam Roberts Aug 2016
Super changes need fractious Senate support Kate Anderson Aug 2016
Fractured Senate to pose challenge for super reforms Kate Anderson Aug 2016
Pension changes will impact retirement adequacy Josh Rundmann Aug 2016
Fractured Senate a challenge for super reforms Kate Anderson Aug 2016
Looking forward: the new Turnbull Government Kate Anderson Aug 2016
Super reforms further disadvantage women Pam Roberts Aug 2016
Super changes to widen super gender gap Pam Roberts Aug 2016
Women face brunt of lower concessional cap Pam Roberts Aug 2016
Lower concessional contributions will affect women Pam Roberts Aug 2016
How the Budget Super changes are yet another blow to an adequate retirement for women Pam Roberts Aug 2016
Advisers concerned over Age Pension assets test Josh Rundmann Aug 2016
Opinion - Election delivers more doubts Martin Breckon Jul 2016
Messy election to take toll on Aussie economy Martin Breckon Jul 2016
Messy election will weigh on economy Martin Breckon Jul 2016
Election 2016:Uncertainty remains for financial services sector Martin Breckon Jul 2016
Whichever party forms Government must consult Martin Breckon Jul 2016
Pension caps under the new budget proposals Kate Anderson Jun 2016
When charitable gifting makes tax-effective sense William Truong May 2016
Federal Budget 2016-17: A review of the changes Josh Rundmann May 2016
Budget super changes a win for women Kate Anderson May 2016
Budget 2016: Key technical and advice implications IOOF Technical Services team May 2016
Federal budget prompts investors to look for alternative investment structures to super IOOF Technical Services team May 2016
Advisers encouraged to review changes carefully IOOF Technical Services team May 2016
All industry eyes on federal budget Martin Breckon May 2016
Mythbuster – Insurance band and age care  Josh Rundmann Apr 2016
The 2016-17 Federal Budget: Bridging the gender retirement gap Ling Wang Apr 2016
The importance of binding death nominations for an SMSF (video) Kate Anderson Mar 2016
Financial observer budget must shift retirement goalposts Ling Wang Mar 2016
Federal Budget: What the Government will and could consider: Professional Planner Ling Wang Mar 2016
What the Government will and could consider in the upcoming Federal Budget: Adviser Voice Ling Wang Mar 2016
SMSF death wishes may not be fulfilled Julie Steed Mar 2016
Claiming contribution tax deductions on Martin Breckon  Mar 2016
Government response to the financial systems inquiry Pam Roberts Jan 2016

Media Articles – 2014

Title Author Date
Deeming on account-based pensions: a modelling perspective William Truong Nov 2014
In pursuit of life insurance in super Martin Breckon Oct 2014
Aged care and the family home William Truong Jun 2014
A fresh look at investment bonds Damien Hearn May 2014