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© 2026 IOOF Service Co Pty Ltd.
All rights reserved.
For financial adviser use only. Not intended for a broader audience.
The information in this communication is factual in nature. It reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue, and may be subject to change. While it is believed the information is accurate and reliable, this is not guaranteed in any way. Examples are illustrative only and are subject to the assumptions and qualifications disclosed. Whilst care has been taken in preparing the content, no liability is accepted for any errors or omissions in this communication, and/or losses or liabilities arising from any reliance on this communication.
Important information and disclaimer
© 2026 IOOF Service Co Pty Ltd.
All rights reserved.
For financial adviser use only. Not intended for a broader audience.
The information in this communication is factual in nature. It reflects our understanding of existing legislation, proposed legislation, rulings etc as at the date of issue, and may be subject to change. While it is believed the information is accurate and reliable, this is not guaranteed in any way. Examples are illustrative only and are subject to the assumptions and qualifications disclosed. Whilst care has been taken in preparing the content, no liability is accepted for any errors or omissions in this communication, and/or losses or liabilities arising from any reliance on this communication.
Fréquence de mise à jour:
every 18 days
Durée audio moyenne:
20 minutes
Entretiens avec des invités
Anglais
Australie
21 épisodes
depuis 29 janvier 2025
episodic
DERNIER ÉPISODE 🔗
Most clients believe selling the family home is mandatory before entering aged care, but the reality is far more nuanced. We break down the asset assessment rules to help you advise your clients with total confidence.This episode includes AI-generated content.
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ÉPISODES PRÉCÉDENTS 🔗
Most clients assume the family home must be sold to fund care, but a misstep in how that asset is handled can cost families thousands. This discussion explores the critical divide between social security rules and aged care fees to help you guide your clients with confidence.
The family home often represents a client's largest asset, yet its status can shift dramatically between social security and aged care fee assessments. This discussion with the MLC Expand Tech Connect team breaks down three essential takeaways to ensure your clients make informed decisions about re…
Over 2,500 Australians are currently occupying hospital beds while waiting for aged care placement. Financial advisers must now account for these massive delays and complex new fee structures.
One simple withdrawal request can save a beneficiary over $300,000 in tax or inadvertently disinherit them entirely. Understanding how the ATO treats fund awareness after death is essential for protecting your clients' legacies.
The 2026 Federal Budget introduced a range of measures with meaningful implications for both existing plans and future client strategies. Join Janet Manzanero-Caruana and Scott Brown as they unpack what’s proposed and what it means for investment strategy, tax planning, and ultimately, client outco…
Payday Super lands on 1 July 2026, shifting super from a quarterly task to a near‑real‑time obligation. Julie Steed and Janet Manzanero-Caruana discuss the key implementation requirements, considerations for employers and high income clients, and ways to provide high value advice. They will also c…
As the end of financial year approaches, Mark Gleeson and Scott Quinn unpack practical EOFY planning opportunities, from last‑minute strategies before 30 June 2026, to setting clients up early for 2026/27. This session also explores the finer points of catch‑up concessional contributions and what a…
With super contribution caps set to rise on 1 July 2026, Scott Brown and Mark Gleeson outline the key changes and timely advice opportunities. Tune in to understand what's changing and how it impacts your clients. © 2026 IOOF Service Co Pty Ltd. All rights reserved. For financial adviser use only.…
Personal deductible contributions (PDCs) can be very powerful when done right. They can boost a client’s retirement savings and reduce their taxable income, but the timing, rules and paperwork need to line up perfectly. In this episode, Scott Brown and Janet Manzanero-Caruana break down the key ben…
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