annual report 2011

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.
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