Our investment products
IOOF offers a range of investment products designed to suit the varied needs of people looking to invest outside of the superannuation environment. Our investment administration platforms offer access to a comprehensive menu of underlying investment options, insurance to protect your loved ones, online and paper-based reporting and industry-leading customer service and support.
IOOF WealthBuilder
IOOF WealthBuilder is a great option if you’re looking to minimise the tax you pay on your savings. When you invest through WealthBuilder, any income is taxed within WealthBuilder at the corporate rate. This could provide three advantages – the corporate tax rate may be lower than your personal tax rate, and where you hold the investment for greater than 10 years, you don’t have to declare anything on your tax return in respect of your WealthBuilder investment and no capital gains tax is payable on redemption. So it can potentially reduce tax and make your life just that little bit easier.
IOOF Pursuit
IOOF Pursuit is our flagship personal investment product and comes in two versions – Pursuit Core and Pursuit Select.
- Pursuit Core Investment Service is designed for investors whose needs are less complex. It has a smaller investment menu and lower fees for smaller balances. It’s a great place to start.
- Pursuit Select Investment Service is fully featured and allows you greater flexibility in managing your money. It’s designed for people who want to take greater control of their investments.
The great news is that as your needs change, you can switch between Pursuit Core and Pursuit Select simply and easily.
The Portfolio Service
The Portfolio Service is a product we’ve designed specifically to meet the needs of our aligned financial advisers and their clients. Like IOOF Pursuit, it comes in two versions to meet the needs of different types of clients.
Investment Essentials is a simple, yet flexible, investment solution for clients looking to grow their wealth.
Personal Investment Plan offers a comprehensive menu of investment options and is designed for clients who want to be actively involved in their investments.
IOOF Portfolio Service
IOOF Portfolio Service Investments has been central to IOOF’s investment offering for almost a decade. It offers access to around 180 managed investment options, a regular savings plan, simple reporting and our online portfolio management tool (Portfolio Online).
AustChoice Investment Service
The AustChoice Investment Service is a flexible multi-purpose investment vehicle, providing a broad choice of funds, most of which are wholesale. You have a choice of investment strategies and options which can be tailored to achieve your individual objectives.
Speak to your financial adviser for guidance on which of our investment products is best placed to meet your needs.
Click on the links above to access more product information including a copy of the applicable disclosure documents.