https://www.spreaker.com/podcast/prototype-new-techconnect-audio-library--7087145The 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.]]>enTechnologyCopyright MLC TechConnecthttps://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/b6176df6b430f96663aef763bcaa9153.jpghttps://www.spreaker.com/podcast/prototype-new-techconnect-audio-library--7087145Mon, 24 Aug 2026 07:31:21 +0000MLC Expand TechConnectMLC Expand TechConnecttechconnect@mlc.com.auThis podcast was generated by AI, and is based 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...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.]]>false4cc7174b-af81-5bda-8d00-374cc92f3118trueepisodichttps://www.spreaker.com/episode/super-unpacking-interdependency-relationships-what-qualifies--72542151
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.]]>d8e0082c-6497-448d-ac4b-6cb9f05fda0aMon, 15 Jun 2026 22:18:02 +0000trueMLC Expand TechConnectThis 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...
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.]]>878falsefullhttps://www.spreaker.com/episode/super-avoiding-the-pitfalls-of-death-bed-withdrawals--72509314This podcast is created using AI, based on MLC TechConnect's article 'Avoiding the pitfalls of death bed withdrawals'.

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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.]]>9a7fb7d9-9c36-48d7-8215-6c2c1eddbae2Sat, 13 Jun 2026 06:14:44 +0000trueMLC Expand TechConnectThis 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...This podcast is created using AI, based on MLC TechConnect's article 'Avoiding the pitfalls of death bed withdrawals'.

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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.]]>951falsefullhttps://www.spreaker.com/episode/family-planning-investing-for-children-what-to-consider--72509313This podcast is created using AI, based on MLC TechConnect's article 'Investing for children'.

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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.]]>1a862e7c-9ff6-4eb5-a644-4eaf8096480fSat, 13 Jun 2026 05:50:54 +0000trueMLC Expand TechConnectThis 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...This podcast is created using AI, based on MLC TechConnect's article 'Investing for children'.

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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.]]>841falsefullhttps://www.spreaker.com/episode/retirement-planning-retirement-transition-lump-sum-or-take-the-leave--72509315
This episode includes AI-generated content.]]>13277ddd-be94-47f9-a00d-8ec20c063b6fSat, 13 Jun 2026 05:33:19 +0000trueMLC Expand TechConnectClients 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.]]>695falsefullhttps://www.spreaker.com/episode/aged-care-tips-and-traps-of-family-paying-fees--72507829
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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.]]>6abed4d7-9777-498a-a8c6-7410c4162c91Sat, 13 Jun 2026 02:07:42 +0000trueMLC Expand TechConnectThis 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...
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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.]]>706falsefullhttps://www.spreaker.com/episode/family-planning-mastering-advice-for-blended-families--72507833This podcast was created using AI, based on the MLC TechConnect article 'Financial planning in blended families'.

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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.]]>ccdeb01a-61af-4dff-921f-289ce3a503d3Sat, 13 Jun 2026 01:44:04 +0000trueMLC Expand TechConnectThis 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...This podcast was created using AI, based on the MLC TechConnect article 'Financial planning in blended families'.

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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.]]>676falsefullhttps://www.spreaker.com/episode/social-security-can-you-receive-age-pension-while-overseas--72424924This podcast was produced usin AI and is based on the MLC TechConnect article 'How can travelling overseas impact the Age Pension?'
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This episode includes AI-generated content.]]>https://api.spreaker.com/episode/72424924Mon, 08 Jun 2026 21:11:08 +0000trueMLC Expand TechConnectThis 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.pdfThis podcast was produced usin AI and is based on the MLC TechConnect article 'How can travelling overseas impact the Age Pension?'
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This episode includes AI-generated content.]]>564falsefullhttps://www.spreaker.com/episode/estate-planning-mastering-the-estate-planning-conversation--72394950This podcast is based on our article 'Key conversation points: Estate Planning'.
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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.]]>d5846a10-fa6c-4a64-a82d-33df7bbd8b2cSat, 06 Jun 2026 22:51:54 +0000trueMLC Expand TechConnectThis 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'...This podcast is based on our article 'Key conversation points: Estate Planning'.
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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.]]>734falsefullhttps://www.spreaker.com/episode/family-planning-providing-financial-assistance-to-family-tips-and-traps--72394340This podcast is created by AI and is based on our article Providing Financial Support to Family.
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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.]]>dd940d44-c84c-4530-9022-42d3f5aa4e24Sat, 06 Jun 2026 22:13:58 +0000trueMLC Expand TechConnectThis 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...This podcast is created by AI and is based on our article Providing Financial Support to Family.
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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.]]>685falsefullhttps://www.spreaker.com/episode/super-unlocking-super-retirement-condition-nuances--72394343This podcast is produced using AI and is based on our article 'Navigating the retirement conditions of release'.
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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.]]>25905128-036d-4999-980e-68e5c6255db0Sat, 06 Jun 2026 21:55:33 +0000trueMLC Expand TechConnectThis 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...This podcast is produced using AI and is based on our article 'Navigating the retirement conditions of release'.
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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.]]>938falsefullhttps://www.spreaker.com/episode/super-mastering-the-bring-forward-rule--72394346
This podcast is based on our article Untangling the bring forward rule
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]]>a114ba61-0634-43c6-afa9-9011655eece8Sat, 06 Jun 2026 21:43:24 +0000MLC Expand TechConnectThe bring forward rule is a powerful strategy, yet it remains one of the most common sources of excess contribution errors. Use these three essential checks to safeguard your clients. This podcast is based on our article Untangling the bring forward...
This podcast is based on our article Untangling the bring forward rule
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]]>494falsefullhttps://www.spreaker.com/episode/federal-budget-navigating-new-tax-changes--7238425392a6575d-8552-4b65-b571-67c653a5c219Sat, 06 Jun 2026 07:46:16 +0000MLC Expand TechConnectProposed tax reforms are set to shift the landscape for investors, property owners, and family trusts alike. Understanding these updates is crucial for your planning, so speak with your financial adviser to learn how these changes could impact you.699falsefullhttps://www.spreaker.com/episode/aged-care-mastering-difficult-ageing-conversations--72384255
This podcast is based on our adviser article 'How to approach difficult ageing and related client conversations'. 
Read it instead]]>00b68c51-b1e9-44f6-bbe4-bc12ad201bb7Sat, 06 Jun 2026 07:37:26 +0000MLC Expand TechConnectMost clients leave aged care planning until a crisis forces their hand, turning an already emotional transition into a financial emergency. Proactive conversations today are the only way to protect both your client's autonomy and their long-term...
This podcast is based on our adviser article 'How to approach difficult ageing and related client conversations'. 
Read it instead]]>515falsefullhttps://www.spreaker.com/episode/aged-care-navigating-the-new-aged-care-rules--72384259b049dafe-5b66-4c71-b9dd-a4718896f105Sat, 06 Jun 2026 07:32:44 +0000MLC Expand TechConnectFinancial advisers are facing a major shift in how clients pay for aged care, moving from government-subsidised models to increased individual responsibility. Understanding these new fee structures is now critical to protecting client wealth and cash...594falsefullhttps://www.spreaker.com/episode/aged-care-aged-care-changes-avoiding-financial-traps--72384256ffced58e-8fa3-4961-9bee-bf519b7e8428Sat, 06 Jun 2026 07:25:15 +0000MLC Expand TechConnectOne simple move between rooms could cost your client thousands of dollars come November. We break down the new grandfathering rules to ensure you protect your clients from unnecessary fee hikes.563falsefullhttps://www.spreaker.com/episode/super-avoiding-the-excess-contribution-trap--72383588
This podcast is based on our adviser article 'Top tips to avoid excess contributions'.
Read it instead]]>90898e11-bfd9-4d70-8864-3ba14e57b74cSat, 06 Jun 2026 07:09:20 +0000MLC Expand TechConnectFinancial advisers often rely on outdated MyGov data, creating a hidden risk for clients that can lead to heavy ATO penalties. This is just one of the traps to avoid excess contributions. This podcast is based on our adviser article 'Top tips to...
This podcast is based on our adviser article 'Top tips to avoid excess contributions'.
Read it instead]]>1038falsefullhttps://www.spreaker.com/episode/super-contribution-pitfalls-avoiding-noi-errors--72383592
This podcast was created based on our article 'Top five NOI mistakes that could create a big tax bill'. 
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]]>a2e9397d-5ebc-40c7-9238-1d4803256b9dSat, 06 Jun 2026 06:59:53 +0000MLC Expand TechConnectA single missed administrative step can cost your clients thousands in tax deductions. We break down the top Notice of Intent traps. This podcast was created based on our article 'Top five NOI mistakes that could create a big tax bill'. ...
This podcast was created based on our article 'Top five NOI mistakes that could create a big tax bill'. 
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]]>822falsefullhttps://www.spreaker.com/episode/super-downsizer-contributions-hidden-traps-and-opportunities--72383490
This podcast is based on our adviser article 'Downsizer tips and traps'.
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This episode includes AI-generated content.]]>06ab1561-ed65-462e-a536-d426d2c03d84Sat, 06 Jun 2026 06:45:11 +0000trueMLC Expand TechConnectMoving $300,000 into super sounds simple, but one mistake with the 90-day rule or eligibility criteria can trigger a tax disaster. Avoid the common pitfalls with these expert-backed strategies. This podcast is based on our adviser article 'Downsizer...
This podcast is based on our adviser article 'Downsizer tips and traps'.
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This episode includes AI-generated content.]]>579falsefullhttps://www.spreaker.com/episode/social-security-age-pension-vs-disability-support-pension-vs-carer-payment--72383498
This podcast is based on the factsheet 'Age Pension vs Carer Payment vs Disability Support Pension.
Read it instead]]>d6275619-1d50-453b-8326-7ee521c7f0fdSat, 06 Jun 2026 06:28:26 +0000MLC Expand TechConnectSixty-seven isn't just a birthday for your clients; it's the moment their entire Centrelink eligibility model fundamentally shifts. We break down when to stay put and when to switch to maximise outcomes. This podcast is based on the factsheet 'Age...
This podcast is based on the factsheet 'Age Pension vs Carer Payment vs Disability Support Pension.
Read it instead]]>775falsefullhttps://www.spreaker.com/episode/super-avoiding-the-ncc-cap-trap--72383493
This podcast is based on our adviser article 'How to avoid NCC cap traps'.
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This podcast is based on our adviser article 'How to avoid NCC cap traps'.
Read it instead]]>667falsefullhttps://www.spreaker.com/episode/aged-care-how-does-the-family-home-impact-aged-care-residents--72383494
This podcast is based on our adviser article 'Aged care and the family home'.
Read it instead]]>3bf49ac3-6740-41bb-a8ab-4471b5615dfbSat, 06 Jun 2026 00:21:44 +0000MLC Expand TechConnectMost 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 podcast is based on our...
This podcast is based on our adviser article 'Aged care and the family home'.
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