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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

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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.

Title Publication Author Date
Strategies to manage TPD payments through super FS Advice Mark Gleeson December 2021
Is your SMSF ready for SuperStream?
 Firstlinks Julie Steed November 2021
Retirement income covenant - back to the future? Money & Life Josh Rundman  October 2021
How to access money under the First Home Super Saver Firstlinks Julie Steed August 2021
Increase to the transfer balance cap and contributions caps Money & Life Janet Manzanero-Caruana August 2021
Common hurdles when using the small business CGT concessions Money & Life Mark Gleeson June 2021
Indexation of superannuation thresholds Firstlinks Julie Steed April 2021
Living arrangements for older people: A spectrum of choices Money & Life - CPD Monthly Claudine Siou 30 March 2021
Spotlight on FASEA’s Code of Ethics – Standard 12 Money & Life - CPD Monthly Troy Smith January 2021
Beware – How negative earnings in super can have far-reaching implications Money & Life - CPD Monthly William Truong 2 November 2020
Claiming a tax deduction for super contributions Firstlinks Julie Steed 7 October 2020
Understanding special disability trusts Money & Life - CPD Monthly Janet Manzanero-Caruana September 2020
Focusing on fiduciary duty Money & Life - CPD Monthly Claudine Siou August 2020
Lower super balances present some super opportunities Money & Life - CPD Monthly Scott Quinn July 2020
Common confusions with death benefit pensions Firstlinks Julie Steed June 2020
Revisiting the super guarantee Money & Life - CPD Monthly Josh Rundmann June 2020
Raising the retirement age: New opportunities and pitfalls Money & Life - CPD Monthly Stuart Sheary May 2020
Beware timing of super contributions at age 66 and 67 Firstlinks Julie Steed April 2020
Salary sacrifice or personal deductible contributions to build super – what’s best? Money & Life - CPD Monthly Scott Quinn April 2020
New beginnings for the Newstart Allowance Money Management Mark Gleeson March 2020
Understanding FASEA’s five values Money & Life - CPD Monthly Troy Smith March 2020
A discussion with Julie Steed on SMSFs in unexpected circumstances Legalwise Julie Steed Feb 2020
Managing the transfer balance account upon death Money & Life Julie Steed Feb 2020
Are transition to retirement income streams still worthwhile? Money & Life Troy Smith Jan 2020
Title Publication Author Date
Ageing SMSF members trapped in legacy pensions Firstlinks Julie Steed Dec 2019
Total super balance: What it is, why it matters and strategies for managing it Money & Life - CPD Monthly Stuart Sheary Nov 2019
Bankruptcy: can creditors take your super? Cuffelinks Julie Steed Oct 2019
SMSFs and family law Financial Standard Super Janet Manzanero-Caruana Oct 2019
Settling on downsizer contributions Money & Life Josh Rundman Oct 2019
New Centrelink rules on lifetime income streams Money & Life William Truong Sep 2019
Melbourne, Sydney retirees most affected by LRBA changes SMSF Adviser Julie Steed Aug 2019
LRBA and insurance (CPD quiz) Money & Life Troy Smith Aug 2019
What is the new work test exemption? Cuffelinks Julie Steed Jul 2019
Commonwealth Seniors Health Card Financial Standard Advice Stuart Sheary Jul 2019
'Retrospective' LRBA measures tipped to cause headaches SMSF Adviser Julie Steed Jul 2019
Making the most of your client's TPD payout through super Money & Life Mark Gleeson Jul 2019
Stepping back: SMSF wind-up options for trustees Money Management Luke Costa May 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
Title Publication Author Date
Tips and traps for SMSFs investing in a private company Financial Standard Super Stuart Sheary Oct 2018
Personal super contributions: So much to consider! Cuffelinks William Truong Oct 2018
How to access terminal illness benefits Cuffelinks Julie Steed Oct 2018
Salary packaging and novated car leases Financial Standard Advice Stuart Sheary Aug 2018
Understanding disability insurance in super Cuffelinks Julie Steed Jul 2018
Remuneration tipped for shake-up under new guidelines SMSF Adviser Julie Steed Jul 2018
Alternative wealth accumulation structures Self Managed Super  Julie Steed Jun 2018
Considering alternative distribution structures Self Managed Super  Julie Steed Jun 2018
SMSF exit strategies Self Managed Super  Julie Steed Jun 2018
SMSFs must heed ATO reserves advice Self Managed Super  Julie Steed May 2018
Better with age: speaking to baby boomer clients Professional Planner Alexandra Cain May 2018
IOOF welcomes super helping hand in 2018 Budget Adviser Voice Martin Breckon May 2018
SMSF audit measure met with scepticism Self Managed Super  Darin Tyson-Chan May 2018
Budget means Aussies can get more from retirement Financial Standard Harrison Worley May 2018
Government finally adopts SG measure Self Managed Super  Darin Tyson-Chan May 2018
Total and permanent disability insurance through super Financial Standard Super Linda Bruce Apr 2018
Advice opportunities for retirement and unused leave Financial Standard Advice Stuart Sheary Apr 2018
Downsizer contributions Financial Standard Advice Linda Bruce Apr 2018
Capital gains tax on selling an aged care resident’s former home Money Management Linda Bruce Apr 2018
Industry divided over early access to super proposals SMSF Adviser Josh Rundmann Mar 2018
Four checks for super downsizer contributions Cuffelinks Julie Steed Mar 2018
Ensure death benefit nominations are upheld Cuffelinks Julie Steed Feb 2018
Violent offenders could lose super Investor Daily Josh Rundmann Feb 2018
Don’t let clients enter an SMSF without an exit strategy Professional Planner Julie Steed Feb 2018
Government considers state access to violent criminals' super Money Management Josh Rundmann Feb 2018
Take up of investment bonds increase SMSF Adviser Julie Steed Jan 2018
Three year bring forward SMSF Adviser Julie Steed Jan 2018
Title Publication Author Date
Swiftly completing SA457 forms will reduce aged care charges Professional Planner Stuart Sheary Dec 2017
Investment bonds 'back in vogue' for older SMSF trustees SMSF Adviser Julie Steed Dec 2017
TBAR represents quantum shift for practitioners Self Managed Super  Krystine Lumanta Dec 2017
The new world of ATO reporting Adviser Voice Pamela Roberts Dec 2017
Government widens downsizer definition Self 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 plans Cuffelinks Julie Steed July2017 
TTR pensions: From hero to zero? Money & Life Josh Rundmann May 2017
How super changes impact insurance and estate planning Cuffelinks Julie Steed Mar 2017
Looking at the Old with the new - TAPS and transfer balance cap Money Management Josh Rundmann Mar 2017
Excess non-concessional contributions Money & Life Julie Steed Feb 2017
Dealing with death in the new world Financial Standard Advice Josh Rundmann Feb 2017
Title Publication Author Date
The power of being equal Professional Planner IOOF Technical Services team Dec 2016
SAFs can provide powerful estate planning solutions Cuffelinks Julie Steed Dec 2016
Residential care and renting out what you need to know Nestegg William Truong Dec 2016
Get a head start on the complex new super world Financial Review Josh Rundmann Nov 2016
Reform passage heralds new era for super Financial Observer Josh Rundmann Nov 2016
Seven month window of opportunity on super contributions Money Management Kate Anderson Nov 2016
One on one with…Kate Anderson Self 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 infancy Money Management Ling Wang Oct 2016
IOOF Analysis - Third tranche of draft super reforms released Professional Planner Pam Roberts Oct 2016
When SMSF members head for the exit Cuffelinks Julie Steed Oct 2016
Navigating NALI with trusts and private company dividends SMSF Adviser Julie Steed Oct 2016
Time to consider super splitting strategies Self Managed Super Kate Anderson Oct 2016
Conundrum over death benefit discrepancy Financial Observer Josh Rundmann Sep 2016
Second tranche of draft super reforms released Advisor Voice Josh Rundmann Sep 2016
IOOF Second tranche of draft super reforms released – remaining matters Professional Planner IOOF Technical Services team Sep 2016
IOOF Employer Super awarded CANSTAR five-star rating Professional Planner Steve Black Sep 2016
IOOF analysis - Budget super reforms Professional Planner Martin Breckon Sep 2016
Govt definition of super not adequate Financial Observer Pam Roberts Sep 2016
Industry welcomes draft super reforms Super Review Pam Roberts Sep 2016
Advisers must prepare as pension changes loom Financial Observer Josh Rundmann Sep 2016
The other self managed super funds Cuffelinks Julie Steed Sep 2016
SAFs may eliminate conflicts Self Managed Super Julie Steed Aug 2016
Clarity the key on super cap exemptions Financial Observer Josh Rundmann Aug 2016
Predictions for how super proposals will fare post-election Nestegg Pam Roberts Aug 2016
Super changes need fractious Senate support Money Management Kate Anderson Aug 2016
Fractured Senate to pose challenge for super reforms Independent Financial Advice Kate Anderson Aug 2016
Pension changes will impact retirement adequacy Financial Standard Josh Rundmann Aug 2016
Fractured Senate a challenge for super reforms Investor Daily Kate Anderson Aug 2016
Looking forward: the new Turnbull Government Professional Planner Kate Anderson Aug 2016
Super reforms further disadvantage women Financial Observer Pam Roberts Aug 2016
Super changes to widen super gender gap Financial Standard Pam Roberts Aug 2016
Women face brunt of lower concessional cap Money Management Pam Roberts Aug 2016
Lower concessional contributions will affect women Super Review Pam Roberts Aug 2016
How the Budget Super changes are yet another blow to an adequate retirement for women Professional Planner Pam Roberts Aug 2016
Advisers concerned over Age Pension assets test Money Management Josh Rundmann Aug 2016
Opinion - Election delivers more doubts Financial Observer Martin Breckon Jul 2016
Messy election to take toll on Aussie economy Nestegg Martin Breckon Jul 2016
Messy election will weigh on economy Investor Daily Martin Breckon Jul 2016
Election 2016:Uncertainty remains for financial services sector Professional Planner Martin Breckon Jul 2016
Whichever party forms Government must consult Money Management Martin Breckon Jul 2016
When charitable gifting makes tax-effective sense Financial Standard Private Wealth William Truong May 2016
Federal Budget 2016-17: A review of the changes Canstar Josh Rundmann May 2016
Budget super changes a win for women Financial 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 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 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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