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

Media articles

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.

Spotlight on FASEA’s Code of Ethics – Standard 12Money & Life - CPD MonthlyTroy SmithJanuary 2021
Beware – How negative earnings in super can have far-reaching implicationsMoney & Life - CPD MonthlyWilliam Truong2 November 2020
Understanding special disability trustsMoney & Life - CPD MonthlyJanet Manzanero-CaruanaSeptember 2020
Focusing on fiduciary dutyMoney & Life - CPD MonthlyClaudine SiouAugust 2020
Lower super balances present some super opportunitiesMoney & Life - CPD MonthlyScott QuinnJuly 2020
Common confusions with death benefit pensionsFirstlinksJulie SteedJune 2020
Revisiting the super guaranteeMoney & Life - CPD MonthlyJosh RundmannJune 2020
Raising the retirement age: New opportunities and pitfallsMoney & Life - CPD MonthlyStuart ShearyMay 2020
Beware timing of super contributions at age 66 and 67FirstlinksJulie SteedApril 2020
Salary sacrifice or personal deductible contributions to build super – what’s best?Money & Life - CPD MonthlyScott QuinnApril 2020
New beginnings for the Newstart AllowanceMoney ManagementMark GleesonMarch 2020
Understanding FASEA’s five valuesMoney & Life - CPD MonthlyTroy SmithMarch 2020
A discussion with Julie Steed on SMSFs in unexpected circumstancesLegalwiseJulie SteedFeb 2020
Managing the transfer balance account upon deathMoney & LifeJulie SteedFeb 2020
Are transition to retirement income streams still worthwhile?Money & LifeTroy SmithJan 2020
Ageing SMSF members trapped in legacy pensionsFirstlinksJulie SteedDec 2019
Total super balance: What it is, why it matters and strategies for managing itMoney & Life - CPD MonthlyStuart ShearyNov 2019
Bankruptcy: can creditors take your super?CuffelinksJulie SteedOct 2019
SMSFs and family lawFinancial Standard SuperJanet Manzanero-CaruanaOct 2019
Settling on downsizer contributionsMoney & LifeJosh RundmanOct 2019
New Centrelink rules on lifetime income streamsMoney & LifeWilliam TruongSep 2019
Melbourne, Sydney retirees most affected by LRBA changesSMSF AdviserJulie SteedAug 2019
LRBA and insurance (CPD quiz)Money & LifeTroy SmithAug 2019
What is the new work test exemption?CuffelinksJulie SteedJul 2019
Commonwealth Seniors Health CardFinancial Standard AdviceStuart ShearyJul 2019
'Retrospective' LRBA measures tipped to cause headachesSMSF AdviserJulie SteedJul 2019
Making the most of your client's TPD payout through superMoney & LifeMark GleesonJul 2019
Stepping back: SMSF wind-up options for trusteesMoney ManagementLuke CostaMay 2019
Defined benefit pension essentials [CPD Quiz] Money & Life Stuart Sheary May 2019
Walking the tightrope – SMSFs and related parties Money & Life Josh Rundmannn Apr 2019
Higher levies, more reporting tipped to follow ASIC, APRA measures SMSF Adviser Julie Steed Apr 2019
Government to bolster ATO’s compliance activity on unpaid super SMSF Adviser Julie Steed Apr 2019
To use or defer concessional super contributions Financial Standard Advice Scott Quinn Mar 2019
Elder abuse: what can advisers do to prevent it? Money & Life Claudine Siou Mar 2019
Exempt current pension income - pages 34 - 37 Money & Life Julie Steed Feb 2019
Receiving help from home to support ageing needs Financial Standard Advice Linda Bruce Jan 2019
Is a Division 293 tax notice coming your way? Cuffelinks Julie Steed Jan 2019

Media Articles – 2018

Tips and traps for SMSFs investing in a private companyFinancial Standard Super Stuart Sheary Oct 2018
Personal super contributions: So much to consider!Cuffelinks William Truong Oct 2018
How to access terminal illness benefitsCuffelinks Julie Steed Oct 2018
Salary packaging and novated car leasesFinancial Standard Advice Stuart Sheary Aug 2018
Understanding disability insurance in superCuffelinks Julie Steed Jul 2018
Remuneration tipped for shake-up under new guidelinesSMSF Adviser Julie Steed Jul 2018
Alternative wealth accumulation structuresSelf Managed Super  Julie Steed Jun 2018
Considering alternative distribution structuresSelf Managed Super  Julie Steed Jun 2018
SMSF exit strategiesSelf Managed Super  Julie Steed Jun 2018
SMSFs must heed ATO reserves adviceSelf Managed Super  Julie Steed May 2018
Better with age: speaking to baby boomer clientsProfessional Planner Alexandra Cain May 2018
IOOF welcomes super helping hand in 2018 BudgetAdviser Voice Martin Breckon May 2018
SMSF audit measure met with scepticismSelf Managed Super  Darin Tyson-Chan May 2018
Budget means Aussies can get more from retirementFinancial Standard Harrison Worley May 2018
Government finally adopts SG measureSelf Managed Super  Darin Tyson-Chan May 2018
Total and permanent disability insurance through superFinancial Standard Super Linda Bruce Apr 2018
Advice opportunities for retirement and unused leaveFinancial Standard Advice Stuart Sheary Apr 2018
Downsizer contributionsFinancial Standard Advice Linda Bruce Apr 2018
Capital gains tax on selling an aged care resident’s former homeMoney Management Linda Bruce Apr 2018
Industry divided over early access to super proposalsSMSF Adviser Josh Rundmann Mar 2018
Four checks for super downsizer contributionsCuffelinks Julie Steed Mar 2018
Ensure death benefit nominations are upheld Cuffelinks Julie Steed Feb 2018
Violent offenders could lose superInvestor Daily Josh Rundmann Feb 2018
Don’t let clients enter an SMSF without an exit strategyProfessional Planner Julie Steed Feb 2018
Government considers state access to violent criminals' superMoney Management Josh Rundmann Feb 2018
Take up of investment bonds increaseSMSF Adviser Julie Steed Jan 2018
Three year bring forwardSMSF Adviser Julie Steed Jan 2018

Media Articles – 2017

Swiftly completing SA457 forms will reduce aged care chargesProfessional Planner Stuart Sheary Dec 2017
Investment bonds 'back in vogue' for older SMSF trusteesSMSF Adviser Julie Steed Dec 2017
TBAR represents quantum shift for practitioners Self Managed Super  Krystine Lumanta Dec 2017
The new world of ATO reportingAdviser Voice Pamela Roberts Dec 2017
Government widens downsizer definitionSelf Managed Super  Linda Bruce Nov 2017
Super contribution for small business owners FPA Financial Planning  Linda Bruce Sep 2017
The impact of super changes on estate plansCuffelinks Julie Steed July2017 
TTR pensions: From hero to zero?Money & Life Josh Rundmann May 2017
How super changes impact insurance and estate planningCuffelinks Julie Steed Mar 2017
Looking at the Old with the new - TAPS and transfer balance capMoney Management Josh Rundmann Mar 2017
Excess non-concessional contributionsMoney & Life Julie Steed Feb 2017
Dealing with death in the new worldFinancial Standard Advice Josh Rundmann Feb 2017

Media Articles – 2016

The power of being equalProfessional Planner IOOF Technical Services team Dec 2016
SAFs can provide powerful estate planning solutionsCuffelinks Julie Steed Dec 2016
Residential care and renting out what you need to knowNestegg William Truong Dec 2016
Get a head start on the complex new super worldFinancial Review Josh Rundmann Nov 2016
Reform passage heralds new era for superFinancial Observer Josh Rundmann Nov 2016
Seven month window of opportunity on super contributionsMoney Management Kate Anderson Nov 2016
One on one with…Kate AndersonSelf Managed Super Kate Anderson Nov 2016
Is superannuation a part of your clients’ estate plans?Professional Planner IOOF Technical Services team Nov 2016
Aged care advice in its infancyMoney Management Ling Wang Oct 2016
IOOF Analysis - Third tranche of draft super reforms releasedProfessional Planner Pam Roberts Oct 2016
When SMSF members head for the exitCuffelinks Julie Steed Oct 2016
Navigating NALI with trusts and private company dividendsSMSF Adviser Julie Steed Oct 2016
Time to consider super splitting strategiesSelf Managed Super Kate Anderson Oct 2016
Conundrum over death benefit discrepancyFinancial Observer Josh Rundmann Sep 2016
Second tranche of draft super reforms releasedAdvisor Voice Josh Rundmann Sep 2016
IOOF Second tranche of draft super reforms released – remaining mattersProfessional Planner IOOF Technical Services team Sep 2016
IOOF Employer Super awarded CANSTAR five-star ratingProfessional Planner Steve Black Sep 2016
IOOF analysis - Budget super reformsProfessional Planner Martin Breckon Sep 2016
Govt definition of super not adequateFinancial Observer Pam Roberts Sep 2016
Industry welcomes draft super reformsSuper Review Pam Roberts Sep 2016
Advisers must prepare as pension changes loomFinancial Observer Josh Rundmann Sep 2016
The other self managed super fundsCuffelinks Julie Steed Sep 2016
SAFs may eliminate conflictsSelf Managed Super Julie Steed Aug 2016
Clarity the key on super cap exemptionsFinancial Observer Josh Rundmann Aug 2016
Predictions for how super proposals will fare post-electionNestegg Pam Roberts Aug 2016
Super changes need fractious Senate supportMoney Management Kate Anderson Aug 2016
Fractured Senate to pose challenge for super reformsIndependent Financial Advice Kate Anderson Aug 2016
Pension changes will impact retirement adequacyFinancial Standard Josh Rundmann Aug 2016
Fractured Senate a challenge for super reformsInvestor Daily Kate Anderson Aug 2016
Looking forward: the new Turnbull GovernmentProfessional Planner Kate Anderson Aug 2016
Super reforms further disadvantage womenFinancial Observer Pam Roberts Aug 2016
Super changes to widen super gender gapFinancial Standard Pam Roberts Aug 2016
Women face brunt of lower concessional capMoney Management Pam Roberts Aug 2016
Lower concessional contributions will affect womenSuper Review Pam Roberts Aug 2016
How the Budget Super changes are yet another blow to an adequate retirement for womenProfessional Planner Pam Roberts Aug 2016
Advisers concerned over Age Pension assets testMoney Management Josh Rundmann Aug 2016
Opinion - Election delivers more doubtsFinancial Observer Martin Breckon Jul 2016
Messy election to take toll on Aussie economyNestegg Martin Breckon Jul 2016
Messy election will weigh on economyInvestor Daily Martin Breckon Jul 2016
Election 2016:Uncertainty remains for financial services sectorProfessional Planner Martin Breckon Jul 2016
Whichever party forms Government must consultMoney Management Martin Breckon Jul 2016
When charitable gifting makes tax-effective senseFinancial Standard Private Wealth William Truong May 2016
Federal Budget 2016-17: A review of the changesCanstar Josh Rundmann May 2016
Budget super changes a win for womenFinancial Observer Kate Anderson May 2016
Budget 2016: Key technical and advice implications Professional Planner IOOF Technical Services team May 2016
Federal budget prompts investors to look for alternative investment structures to super Professional Planner IOOF Technical Services team May 2016
Advisers encouraged to review changes carefully Financial Standard IOOF Technical Services team May 2016
All industry eyes on federal budget Independent Financial Adviser Martin Breckon May 2016
Mythbuster – Insurance band and age care Financial Standard Advice Josh Rundmann Apr 2016
The 2016-17 Federal Budget: Bridging the gender retirement gap Canstar Ling Wang Apr 2016
Financial observer budget must shift retirement goalposts Financial Observer Ling Wang Mar 2016
Federal Budget: What the Government will and could considerProfessional Planner Ling Wang Mar 2016
What the Government will and could consider in the upcoming Federal BudgetAdviser Voice Ling Wang Mar 2016
SMSF death wishes may not be fulfilled Financial Observer Julie Steed Mar 2016
Claiming contribution tax deductions on Financial Planning Association Martin Breckon  Mar 2016
Government response to the financial systems inquiry Financial Standard Pam Roberts Jan 2016

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