Overview

IOOF Holdings Ltd is an Australian public financial services company that provides a broad range of wealth management and trustee services. The company operates solely in Australia where it employs over 1,600 staff and is headquartered in Melbourne. IOOF Holdings Ltd 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. This includes the option to invest in Australian & international shares, Australian and globally listed properties, fixed interest and cash assets.

 

Financial Advice

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

 

Platform management

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

Including estate planning services which are provided by a wholly owned subsidiary of the company, Australian Executor Trustees, include the preparation of wills and estate plans, powers of attorney, management of deceased estates as well as the provision of personal trusts.

 

Corporate Trust

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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