@dviser magazine - April 2009, Contents

Viewpoint

By John Billington

Newsflash

Time is running out – get all concessional contributions in before 30 June
An IOOF Special Announcement

Work smart with online forms
An IOOF Special Announcement

Adviser Update: Temporary Resident Superannuation
By Pam Roberts

Technical Strategy

Post Budget 2009 – Strategy tips to use before 30 June 2009
By Sam Rubin

New contribution caps warrant a rethink of retirement savings strategy
By Damian Hearn

ATO Back Flips on Ordinary Time Earnings for Super Guarantee
By Pam Roberts

Adviser Alert - Excess Contributions Tax
By Michael Forer

Product Spotlight

Budget 2009: Investment bonds - a reliable alternative in an uncertain landscape
By Renato Mota

Online Insurance proves popular
An IOOF Special Announcement

Performance Data

Viewpoint Contents Newsflash: Time is running out – get all concessional contributions in before 30 June Newsflash: Work smart with online forms Newsflash: Adviser Update: Temporary Resident Superannuation Technical Strategy: Post Budget 2009 – Strategy tips to use before 30 June 2009 Technical Strategy: New contribution caps warrant a rethink of retirement savings strategy Technical Strategy: ATO Back Flips on Ordinary Time Earnings for Super Guarantee Technical Strategy: Adviser Alert - Excess Contributions Tax Product Spotlight: Budget 2009: Investment bonds - a reliable alternative in an uncertain landscape Product Spotlight: Online Insurance proves popular 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.