Overview

IOOF Holdings Ltd is a locally-owned publicly listed company that derives its revenue from the provision of a broad range of financial wealth management and trustee services. The company operates across Australia and New Zealand, employs over 1,000 people, and is administered by its head office in Melbourne, Victoria. 

The company is listed on the Australian Securities Exchange under the code IFL. 

IOOF Holdings Ltd is a financial services company that offers the following services: 

 

Investment Management 

  • IOOF offers investment options across a range of assets, including the option to invest in Australian & international shares, Australian and globally listed properties, fixed interest and cash assets.

 

Financial Advice and Distribution Services

  • IOOF provides a range of advisory services regarding investment strategies, wealth protection and accumulation, retirement planning and stock broking. 

 

Platform Management and Administration

  • IOOF provides administration services for clients, employers and advisers, through master trust platforms, to manage superannuation and investments, including managed funds and direct shares. 

 

Trustee Services

  • IOOF provides estate planning and administration services, compensation trusts, personal trustee services, self-managed super fund solution and corporate trust services to its clients.  Corporate trust services are offered via the Australian Executor Trustees Corporate Trust team. This involves the provision of custodial services for managed investment schemes, acting as trustee or security trustee for securitisation and structured finance transactions and as a trustee for note and other debt issues. 

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