IOOF

Who we are

Today, IOOF is the largest independent financial services group in Australia. We are an ASX top 100 company with $143 billion (as at 31 March 2017) in FUMAS, and we currently provide services to more than 600,000 customers around Australia.

Our broad range of products and services means that our ability to provide tailored solutions to help our clients achieve their financial goals is unparalleled. IOOF operates four divisions including Financial Advice and Distribution, Platform Management and Administration, Investment Management, and Trustee Services. Within each division we promote a variety of brands.

Financial Advice and Distribution Services

As a group, IOOF is made up of a number of leading brands that provide financial advice, superannuation, investments, and estate and trustee services.

Platform Management

In an increasingly complex and competitive wealth management industry, we are continually sharpening our focus as a specialist provider of solutions that assist advisers build maintain and protect the wealth of our clients.  Our platforms play a vital role in achieving this goal.  In addition to our market leading  “Pursuit” platform,  purpose built for advised clients, we offer a retail superannuation platform – IOOF Employer Super. 

As an advice led organisation, we have also partnered with a number of platform providers to provide advisers maximum choice.

Investment Management

Through our investment management expertise, we offer a range of highly rated investment products including two ranges of multi-manager funds.  IOOF MultiSeries is a range of funds predominantly actively managed at a lower cost when compared to other active funds, whilst IOOF MultiMix is our fully active alternative. IOOF also offers a Managed Portfolio service for advisers looking for research driven robust portfolios delivered seamlessly.  For those searching for a tax effective investment that’s also accessible, we also offer an investment bond – IOOF WealthBuilder.

Trustee Services

We offer wills and estate planning, estate administration, personal trustee services, philanthropy, self-managed super fund (SMSF) solutions and corporate trust services.