We’ve seen the Australian economy recover from the GFC, the Aussie dollar reach parity with the US dollar, Australia blitz the 2010 Commonwealth Games, and of course a new Government that almost was not.
IOOF has had quite a year too. It started with the integration of IOOF Global One into IOOF Portfolio Service (IPS). This was followed closely by the release of our record half year results to the Australian Stock Exchange (ASX), showcasing the strength of the IOOF group. Then in April, I was proud to announce the finalisation of my leadership team to better support and service you.
On top of these, Pursuit was:
To top these off, IOOF was announced the winner of the 2010 Rainmaker SelectingSuper Award for the Retirement Product of the Year - Premium Choice category.
These would not have been possible without your continued support. I'd like to thank you, our advisers, for your feedback and endorsement of the efforts we have made to provide you with the very best service. My team and I will continue to work as hard as possible to ensure that you always get the support you deserve by being a true business partner who’ll listen to you and work with you.
On behalf of the team, I would like to wish you and your families a very safe and happy festive season.
Season greetings and a happy and successful New Year!
Kind regards,
Renato Mota
General Manager, Distribution
Viewpoint
Contents
Investment update
Product update
IOOF Foundation news
Practice Management
Technical Strategy: How an SMSF can take advantage of tax rollover relief by rolling over to Pursuit Select Personal Super?
Technical Strategy: 2011: Client strategy opportunities
Product Spotlight: Get more with IOOF WealthBuilder
Performance Data