@dviser magazine - June 2009, Contents

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IOOF @dvisor Mag

Contents

Viewpoint

By Nick Everingham

Newsflash

A heavy penalty for SMSF non-compliance
By Sam Rubin

Technical Strategy

Pension Bonus Scheme - only three weeks left to register
By Michael Forer

Problems with the ‘10% test’ in 2009-10
By Damian Hearn

Own Business vs. Salaried Employee – cash flow requirements
By Sam Rubin

Product Spotlight

Pursuit Select Direct Shares – Now Live!
IOOF Product Development

New Pursuit Select PDS documents
IOOF Product Development

Our People

Performance Data

Also in this issue

Viewpoint Contents Newsflash: A heavy penalty for SMSF non-compliance Technical Strategy: Pension Bonus Scheme - only three weeks left to register Technical Strategy: Problems with the ‘10% test’ in 2009-10 Technical Strategy: Own Business vs. Salaried Employee – cash flow requirements Product Spotlight: Pursuit Select Direct Shares – Now Live! Product Spotlight: New Pursuit Select PDS documents Our People Performance Data

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FOR FINANCIAL ADVISER USE ONLY

This newsletter has been prepared and issued by IOOF Investment Management Limited, ABN 53 006 695 021, AFS Licence No. 230524, RSE Licence No. L0000406 (IOOF) as Trustee of the IOOF superannuation funds and as service operator of IOOF Investor Directed Portfolio Services. IOOF is a company in the IOOF Group of companies comprising IOOF Holdings Ltd and its related bodies corporate. This newsletter is intended for financial adviser use only. It contains factual information and general financial product advice only and has been prepared without taking into account your or your client’s individual objectives, financial situation and needs. The information in this newsletter is not intended to be a substitute for professional financial product advice and you and your clients should determine its appropriateness having regard to your or your client’s particular circumstances. The product disclosure statement or offer document should be obtained before deciding whether to acquire, dispose of, or to continue to hold, an investment in an IOOF product.

The information contained in this newsletter is given in good faith and has been prepared based on information that is believed to be accurate and reliable at the time of publication. All assumptions and examples are for illustration purposes only and are based on the continuance of present laws and IOOF's interpretation of them. IOOF does not undertake to notify recipients of changes in the law or its interpretation. Whilst every effort has been made to ensure that the information provided in this newsletter is accurate, current and complete, neither IOOF nor any related body corporate in the IOOF Group give any warranty of accuracy, reliability or completeness or accept any responsibility for any errors or omissions, including by reason of negligence. Neither IOOF nor any related body corporate in the IOOF Group shall be liable for any loss or damage whether direct, indirect or consequential arising out of, or in connection with, any use of, or reliance on, the information provided in this newsletter.