Rebate Financial Services

IOOF

IOOF is an Australian financial services provider, specialising in investment and superannuation management and administration.

IOOF offers more than one type of investment service or product simply because there is more than one type of investor.  Each product offers features and benefits 
to allow IOOF clients to create their own individual investment strategy. 

IOOF has received awards and AAA ratings across their product range demonstrating the consistent quality and performance that you should expect from your 
financial service provider.  IOOF can deliver you with simple  investment solutions and, personal and efficient customer service, to meet your financial needs today, 
tomorrow and beyond.

New IOOF Investors: 

Rebate Financial Services will rebate 100% of all upfront commissions, where an ongoing commission is payable, when you invest in IOOF using Rebate Financial Services as your nominated adviser.  Where there is not any ongoing commission payable, Rebate Financial Services will rebate 80% of any upfront commission payable on your investment.  We will instruct IOOF to rebate 100% of all upfront commission as additional units in your investment.  This means you will have more of your investment 
dollar working for you right from the start.  We will also instruct IOOF to rebate 100% of all commission generated by future additional investments and regular contributions, 
again as additional units in your investment.   Many investment products have entry fees of around 5%, this upfront saving has the potential to significantly increase your 
returns over the life of the investment.  Where IOOF pays an upfront commission directly to Rebate Financial Services, we can directly credit your nominated bank 
account or send you a cheque, once the commission has been received.  Where ongoing commissions are not payable to the nominated advisers, Rebate Financial Services will rebate 80% of the upfront commission payable as additional units in your investment or, if this method is not available, by direct credit or cheque to the investor once the commission has been received.

Where your investment does not generate ongoing commission or there is a set time period for the investment or where commission rebates vary there will be full 
disclosure of what is received by Rebate Financial Services.

Rebate Financial Services will also rebate 50% of the ongoing commission payable on your investment where we receive in excess of $20 per month, per fund manager.

Existing IOOF Investors: 

If you already have an investment in IOOF, or any other financial product, either directly or through a financial planner, you may be paying entry fees on any additional 
or regular investments.  There may also be trailing commissions being paid on your IOOF investment.  

Download and complete the Nomination Form below to receive up to 100% rebate or cancellation of future entry fees and up to 50% of any trailing commissions that 
are currently being paid to a financial advisor or being kept by the product issuer. Trailing commissions paid by financial institutions generally range from 0.20-0.60% p.a. 

These commissions are generally paid for out of the management fees levied against your investment are not an additional charge to you.

IOOF products

IOOF offer many financial products and services, designed to meet the needs of IOOF clients. All provide you with the ability to construct and manage a range of investments from a carefully selected list of Australian and international investment managers, 
all within the one investment vehicle. The administrative, record keeping and reporting hassles are managed by IOOF.

Product Groups
    
IOOF offers awarding winning superannuation products for all members.

5 star rating from the Heron Partnership - LifeTrack Corporate Superannuation, IOOF Portfolio Service Personal Superannuation and IOOF Portfolio Service Employer Superannuation. 

Selecting Super AAA rating - Pursuit Select Personal Superannuation, Pursuit Core Personal Superannuation and IOOF Portfolio Service Personal Superannuation. 

Rainmaker Awards 2007 - Best new superannuation product - Pursuit Select Personal Superannuation. 

Product Range
Pursuit - The Pursuit range of Core and Select product models offers you an easy and cost effective way to invest. One size never fits all and what you need today may be quite different to what you may need in the future. The Pursuit range is flexible and can be tailored to suit your financial needs. 

IOOF Portfolio Service - IOOF Portfolio Service comprises a comprehensive range of investment solutions for employers and investors. These straightforward investment solutions provide you with access to a diverse range of wholesale managed fund options and direct shares. 

IOOF WealthBuilder - IOOF WealthBuilder (WealthBuilder) offers a simple way to build and grow your wealth through the convenience of a tax paid investment.

IOOF MultiMix - The IOOF MultiMix Trusts comprises four sectoral and five diversified investment offerings. These options provide additional diversification whilst simplifying the investment selection process by representing a blend of specialist investment managers and investment styles.

IOOF Flexi Trust - IOOF Flexi Trust offers a diverse range of retail unit trusts (managed funds). Seven different fund options are available, ranging from a lower risk cash and fixed interest option to the Australian and International equity options, which offer stronger investment growth over the longer term.

LifeTrack - LifeTrack is a valuable product range in the IOOF suite. It is only available for existing clients or members of LifeTrack Corporate or Employer Superannuation funds. The LifeTrack Personal Superannuation and Allocated Pension products ensure that the financial needs of IOOF members can be met throughout their life. 

Disclaimer: Information provided by Rebate Financial Services on this fund manager and its products is either factual or concerns observations of investor behaviour. This infotmation is not intended to be, and should not be considered to be recommendations or advice.  If you require advice please contact your financial advisor, or contact Rebate Financial Services for a referal to one.


Rebate Financial Services Pty Ltd

Level 13/30 Collins St
Melbourne, Victoria
3000

Tel: (03) 9663 0955
Fax: (03) 9662 2044

Click here to Contact Us

 

AFSL No: 247381
ABN: 83 004 553 931

 

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