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The podcast episodes are generated by AI, based solely on content produced by the MLC TechConnect team. Disclaimer and important information © 2026 IOOF Service Co Pty Ltd. All rights...
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The podcast episodes are generated by AI, based solely on content produced by the MLC TechConnect team.
Disclaimer and important information
© 2026 IOOF Service Co Pty Ltd. All rights reserved.
For financial adviser use only. 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.
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Disclaimer and important information
© 2026 IOOF Service Co Pty Ltd. All rights reserved.
For financial adviser use only. 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.
Episodios & Posts
Episodios
Posts
Contenido generado con IA
15 JUN. 2026 · This podcast was created using AI, based on a series of articles prepared by the MLC TechConnect team.
Most advisers assume parent-child relationships don't qualify for interdependency, but recent case law proves the details matter more than the label. Listen now to navigate these complex claims. This episode includes AI-generated content.
Contenido generado con IA
13 JUN. 2026 · This podcast is created using AI, based on MLC TechConnect's article 'Avoiding the pitfalls of death bed withdrawals'.
https://www.mlc.com.au/content/dam/mlcsecure/adviser/technical/pdf/avoiding-pitfalls-of-super-death-bed-withdrawals.pdf
A single payment request made at the wrong time can cost a grieving family hundreds of thousands in avoidable tax. Mastering the fine line between member and death benefits remains one of the most critical value-adds for any adviser. This episode includes AI-generated content.
Contenido generado con IA
13 JUN. 2026 · This podcast is created using AI, based on MLC TechConnect's article 'Investing for children'.
https://www.mlc.com.au/content/dam/mlcsecure/adviser/technical/pdf/investing-for-children.pdf
Costly mistakes can be made when setting up investment accounts for children. Financial advisers must navigate complex tax rules to ensure these strategies actually deliver. This episode includes AI-generated content.
Contenido generado con IA
13 JUN. 2026 · Clients often leave money on the table by choosing the wrong termination strategy. We break down why taking annual leave as a payout versus a paid period changes everything for tax and Centrelink. This episode includes AI-generated content.
Contenido generado con IA
13 JUN. 2026 · This podcast was created by AI, based on MLC TechConnect's article 'When family fund aged care fees'.
https://www.mlc.com.au/content/dam/mlcsecure/adviser/technical/pdf/when-family-fund-aged-care-costs.pdf
Families often assume that lump sums paid for aged care will return directly to them, but the legal reality frequently leads to unintended estate disputes. Navigating these complexities requires careful planning, so consider these expert strategies to protect your clients' interests. This episode includes AI-generated content.
Contenido generado con IA
13 JUN. 2026 · This podcast was created using AI, based on the MLC TechConnect article 'Financial planning in blended families'.
https://www.mlc.com.au/content/dam/mlcsecure/adviser/technical/pdf/financial-planning-in-blended-families.pdf
Blended families often juggle competing financial obligations that can derail a retirement plan if left unaddressed. Learn how to navigate these complexities and avoid common pitfalls. This episode includes AI-generated content.
Contenido generado con IA
8 JUN. 2026 · This podcast was produced usin AI and is based on the MLC TechConnect article 'How can travelling overseas impact the Age Pension?'
https://www.mlc.com.au/content/dam/mlcsecure/adviser/technical/pdf/age-pension-qualification-and-portability.pdf This episode includes AI-generated content.
Contenido generado con IA
6 JUN. 2026 · This podcast is based on our article 'Key conversation points: Estate Planning'.
https://www.mlc.com.au/content/dam/mlcsecure/adviser/technical/pdf/client-conversation-estate-planning.pdf
Most clients assume their estate plan is a 'set and forget' document, yet outdated nominations and overlooked family complexities create massive risks. Unlock the value of these vital client discussions with insights from the MLC Expand TechConnect team. This episode includes AI-generated content.
Contenido generado con IA
6 JUN. 2026 · This podcast is created by AI and is based on our article Providing Financial Support to Family.
https://www.mlc.com.au/content/dam/mlcsecure/adviser/technical/pdf/providing-financial-support-family.pdf
Giving money to family is often seen as a generous act, but it can quickly backfire on a client's own retirement security if not structured correctly. This episode outlines how to navigate gifting, lending, and guarantees to ensure your client's generosity doesn't become their own financial liability. This episode includes AI-generated content.
Contenido generado con IA
6 JUN. 2026 · This podcast is produced using AI and is based on our article 'Navigating the retirement conditions of release'.
https://www.mlc.com.au/content/dam/mlcsecure/adviser/technical/pdf/navigating-the-retirement-conditions-of-release.pdf
Most clients think quitting is simply a matter of reducing hours, but technical oversights here can trigger significant tax penalties. Breaking down the MLC Expand TechConnect guidelines, we explore the genuine thresholds for retirement and avoiding illegal early access. This episode includes AI-generated content.
The podcast episodes are generated by AI, based solely on content produced by the MLC TechConnect team. Disclaimer and important information © 2026 IOOF Service Co Pty Ltd. All rights...
mostra más
The podcast episodes are generated by AI, based solely on content produced by the MLC TechConnect team.
Disclaimer and important information
© 2026 IOOF Service Co Pty Ltd. All rights reserved.
For financial adviser use only. 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.
mostra menos
Disclaimer and important information
© 2026 IOOF Service Co Pty Ltd. All rights reserved.
For financial adviser use only. 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.
Información
| Autor | MLC TechConnect |
| Organización | MLC TechConnect |
| Categorías | Tecnología |
| Página web | www.spreaker.com |
| techconnect@mlc.com.au |
Copyright 2026 - Spreaker Inc. an iHeartMedia Company
