annual report 2011

More documents

Recommendations

Info

IOOF | annual report 2011 About IOOF For over 165 years, IOOF has accompanied Australians’ journey towards a secure and rewarding financial future. How big are we As at 30 June 2011 Market capitalisation: $1.5 billion Number of employees: 984 FUMAS $106.2 billion Number of clients approx 700,000 Number of financial advisers: approx 650 page 2
IOOF | annual report 2011 IOOF is one of Australia’s largest independent financial services companies offering financial advice and distribution, platform management and administration, investment management and trustee services. IOOF’s products and services are designed to accompany the lives of around 700,000 Australians from wealth accumulation into retirement and across to the next generation. IOOF is listed on the Australian Securities Exchange (ASX:IFL). At 30 June 2011, IOOF Holdings Limited (IOOF) had $106.2 billion in Funds Under Management, Administration, Advice and Supervision. IOOF’s business today is vastly different to that which debuted on the Australian Stock Exchange in 2003, and completely unrecognisable from its humble beginnings as a Friendly Society in 1846. IOOF has been helping Australians for over 165 years. What does IOOF do IOOF provides a range of wealth management solutions for Australians, including: Financial advice and distribution services via our extensive network of financial advisers and stockbrokers. IOOF advises retail clients on investment strategies, wealth protection and accumulation, stockbroking and retirement planning. Together with our referral partners, IOOF services thousands of clients to make us one of Australia’s leading financial planning groups. Platform management and administration for advisers, their clients and hundreds of employers in Australia. Our platforms allow clients, employers and advisers to manage a wide range of superannuation and investment options, including managed funds and direct shares. Investment management products that are designed to suit any investor’s needs. IOOF offers multi-manager products that are easy to understand with well-rounded investment options across a range of asset classes. Through Perennial Investment Partners, Australia’s leading boutique investment house, investors can access investments in Australian shares, international shares, Australian listed property, global listed property, fixed interest and cash. Trustee services including Estate Planning and Corporate Trust services. Australian Executor Trustees (AET) team of estate planning lawyers, prepare estate plans, Wills, powers of attorney and manage deceased estates on behalf of their clients. AET is also a specialist in the provision of personal trusts. The AET Corporate Trust team act as custodian for managed investment schemes, trustee or security trustee for securitisation and structured finance transactions, and trustee for note and other debt issues. page 3
Page 1 and 2: annual report 2011
Page 3: IOOF | annual report 2011 Our major
Page 7 and 8: IOOF | annual report 2011 Understan
Page 9 and 10: IOOF | annual report 2011 Managing
Page 11 and 12: IOOF | annual report 2011 Divisiona
Page 13 and 14: IOOF | annual report 2011 Trustee s
Page 15 and 16: IOOF | annual report 2011 Ian Griff
Page 17 and 18: IOOF | annual report 2011 Corporate
Page 19 and 20: IOOF | annual report 2011 Principle
Page 21 and 22: IOOF | annual report 2011 IOOF supp
Page 23 and 24: IOOF | annual report 2011 Financial
Page 25 and 26: IOOF | annual report 2011 Sharehold
Page 27 and 28: IOOF | annual report 2011 Other cur
Page 29 and 30: IOOF | annual report 2011 Unexercis
Page 31 and 32: IOOF | annual report 2011 1. Remune
Page 33 and 34: IOOF | annual report 2011 Hedging o
Page 35 and 36: IOOF | annual report 2011 Share opt
Page 37 and 38: IOOF | annual report 2011 6. Remune
Page 39 and 40: IOOF | annual report 2011 Share opt
Page 41 and 42: IOOF | annual report 2011 Analysis
Page 43 and 44: IOOF | annual report 2011 Each of t
Page 45 and 46: IOOF | annual report 2011 Terms of
Page 47 and 48: Director’s declaration For the ye
Page 49 and 50: Independent auditor’s report For
Page 51 and 52: Statement of comprehensive income F
Page 53 and 54: Statement of changes in equity IOOF
Page 55 and 56:
Statement of cash flows For the yea
Page 57 and 58:
IOOF | annual report 2011 of the un
Page 59 and 60:
IOOF | annual report 2011 (d) Finan
Page 61 and 62:
IOOF | annual report 2011 The estim
Page 63 and 64:
IOOF | annual report 2011 awards fo
Page 65 and 66:
IOOF | annual report 2011 Deferred
Page 67 and 68:
IOOF | annual report 2011 items com
Page 69 and 70:
IOOF | annual report 2011 5 Risk ma
Page 71 and 72:
IOOF | annual report 2011 (ii) Cash
Page 73 and 74:
IOOF | annual report 2011 Maturitie
Page 75 and 76:
IOOF | annual report 2011 (d) Life
Page 77 and 78:
IOOF | annual report 2011 (b) Inter
Page 79 and 80:
IOOF | annual report 2011 External
Page 81 and 82:
IOOF | annual report 2011 9 Expense
Page 83 and 84:
IOOF | annual report 2011 Tax conso
Page 85 and 86:
IOOF | annual report 2011 15 Other
Page 87 and 88:
IOOF | annual report 2011 Impairmen
Page 89 and 90:
IOOF | annual report 2011 20 Deferr
Page 91 and 92:
IOOF | annual report 2011 (b) Other
Page 93 and 94:
IOOF | annual report 2011 26 Share
Page 95 and 96:
IOOF | annual report 2011 27 Reserv
Page 97 and 98:
IOOF | annual report 2011 29 Divide
Page 99 and 100:
IOOF | annual report 2011 The follo
Page 101 and 102:
IOOF | annual report 2011 Weighted
Page 103 and 104:
IOOF | annual report 2011 Inputs fo
Page 105 and 106:
IOOF | annual report 2011 Ordinary
Page 107 and 108:
IOOF | annual report 2011 35 Operat
Page 109 and 110:
IOOF | annual report 2011 38 Reconc
Page 111 and 112:
IOOF | annual report 2011 Country o
Page 113 and 114:
IOOF | annual report 2011 (d) Contr
Page 115 and 116:
IOOF | annual report 2011 41 Subseq
Page 117 and 118:
IOOF | annual report 2011 Sharehold
show all

annual report 2011

You also want an ePaper? Increase the reach of your titles

Delete template?

Save as template?