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30 June countdown: Maximising client outcomes for EOFY
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 advisers need to know about changes to the financial planning landscape from 1 July 2026.
© 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.
© 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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By MLC TechConnectAs 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 advisers need to know about changes to the financial planning landscape from 1 July 2026.
© 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.
© 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.