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TechConnect

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.

TitleAuthorDate
Tips and traps for SMSFs investing in a private companyStuart ShearyOct 2018
Personal super contributions: So much to consider!William TruongOct 2018
How to access terminal illness benefitsJulie SteedOct 2018
Salary packaging and novated car leases Stuart Sheary Aug 2018
Understanding disability insurance in superJulie SteedJul 2018
Remuneration tipped for shake-up under new guidelines Julie Steed Jul 2018
Alternative wealth accumulation structures Julie Steed Jun 2018
Considering alternative distribution structures Julie Steed Jun 2018
SMSF exit strategies Julie Steed Jun 2018
SMSFs must heed ATO reserves advice Julie Steed May 2018
Better with age: speaking to baby boomer clients Alexandra Cain May 2018
IOOF welcomes super helping hand in 2018 Budget Martin Breckon May 2018
SMSF audit measure met with scepticism Darin Tyson-Chan May 2018
Budget means Aussies can get more from retirement Harrison Worley May 2018
Government finally adopts SG measure Darin Tyson-Chan May 2018
Total and permanent disability insurance through super Linda Bruce Apr 2018
Advice opportunities for retirement and unused leave Stuart Sheary Apr 2018
Downsizer contributions Linda Bruce Apr 2018
Capital gains tax on selling an aged care resident’s former home Linda Bruce Apr 2018
Industry divided over early access to super proposals Josh Rundmann Mar 2018
Four checks for super downsizer contributions Julie Steed Mar 2018
Ensure death benefit nominations are upheld Julie Steed Feb 2018
Violent offenders could lose super Josh Rundmann Feb 2018
Don’t let clients enter an SMSF without an exit strategy Julie Steed Feb 2018
Government considers state access to violent criminals' super Josh Rundmann Feb 2018
Adequate CGT record-keeping by SMSFs Julie Steed Jan 2018
Take up of investment bonds increase Julie Steed Jan 2018
Three year bring forward Julie Steed Jan 2018

Media Articles – 2016

TitleAuthorDate
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
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

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.

Speak to our Client Solutions team