IOOF’s highly regarded TechConnect team have been supporting advisers and their businesses for many years
Technical support for advisers
Our highly-regarded TechConnect team provides financial advisers with the resources and knowledge to implement technical strategies – allowing them to better meet the needs of their clients.
Technical support tools available
- Our Fast Fact Finder provides access to up-to-date legislation, rates and thresholds in the areas of tax, aged care, superannuation, insurance and social security.
- A range of technical support tools, including factsheets, bulletins and alerts designed to help financial advisers stay on top of legislative changes, developments and strategies.
- Webinars and seminars held throughout the year to update financial advisers on current issues, trends and new developments, and how they impact the client strategies.
The TechConnect team is made up of experienced industry experts who are dedicated to creating powerful strategies for financial advisers to use with their clients. The team continually analyses changing legislation and Government initiatives to create new financial strategies and optimise existing tactics.
Meet the IOOF TechConnect team
The opinions and knowledge of our TechConnect team are regularly sought out by the media. Check out our collection of technical articles that have appeared in the media.
Media Articles – 2017
|Swiftly completing SA457 forms will reduce aged care charges||Stuart Sheary||Dec 2017|
|Investment bonds 'back in vogue' for older SMSF trustees||Julie Steed||Dec 2017|
|TBAR represents quantum shift for practitioners||Krystine Lumanta||Dec 2017|
|The new world of ATO reporting||Pamela Roberts||Dec 2017|
|Government widens downsizer definition||Linda Bruce||Nov 2017|
|Ease this year’s SMSF return workload by planning ahead||Julie Steed||Sep 2017|
|Super contribution for small business owners||Linda Bruce||Sep 2017|
|The impact of super changes on estate plans||Julie Steed||July2017|
|TTR pensions: From hero to zero?||Josh Rundmann||May 2017|
|How super changes impact insurance and estate planning||Julie Steed||Mar 2017|
|Looking at the Old with the new - TAPS and transfer balance cap||Josh Rundmann||Mar 2017|
|Excess non-concessional contributions||Julie Steed||Feb 2017|
|Dealing with death in the new world||Josh Rundmann||Feb 2017|
Media Articles – 2016
How to access TechConnect
Technical support from TechConnect is available to IOOF licensees and financial advisers who use IOOF products, platforms and services.
If you have any questions about IOOF's technical services, please speak to your local IOOF Client Solutions Manager.