Talking Tech with MLC TechConnect
Talking Tech with MLC TechConnect
Podcast Description
Join the MLC TechConnect team for all the latest adviser insights relating to advice strategy.Important information and disclaimer© 2024 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.
Podcast Insights
Content Themes
The podcast focuses on relevant financial planning topics such as superannuation caps and thresholds, regulatory changes, and forward-looking advice strategies with episodes detailing key issues like super caps and traps, as well as predictions for the top advice issues in the upcoming year.
Join the MLC TechConnect team for all the latest adviser insights relating to advice strategy.
Important information and disclaimer
© 2024 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.
Understand the implications if your advice results in excess non-concessional contributions. In this episode, Mark Gleeson and Scott Quinn highlight the importance of providing correct advice to your client. Learn the checks and balances you should follow so that you don’t end up facing the Financial Services and Credit Panel (FSCP).
Disclaimer
This podcast’s information is provided for general reference and was obtained from publicly accessible sources. The Podcast Collaborative neither produces nor verifies the content, accuracy, or suitability of this podcast. Views and opinions belong solely to the podcast creators and guests.
For a complete disclaimer, please see our Full Disclaimer on the archive page. The Podcast Collaborative bears no responsibility for the podcast’s themes, language, or overall content. Listener discretion is advised. Read our Terms of Use and Privacy Policy for more details.