Key features and benefits
Some of the key features and benefits of IOOF Pursuit’s Select and Core Superannuation include:
| Feature | Description | Benefit to you |
|---|---|---|
| Easy to access investment options |
Investment options include term deposits and a comprehensive range of managed funds across a spread of different asset classes and styles from leading investment managers, generally at wholesale prices. |
You have access to investment choice that meets your needs. You are able to benefit from the skills of professional investment managers and a well researched range of managed funds. |
| Switchability (within models) | We offer easy and flexible investment switching methods allowing you to seamlessly transfer between investment options in the same model. | You have a high level of control, as you and your financial adviser remain in control of your investment at all times. |
| Switchability (between models) | IOOF Pursuit allows quick and easy movement between similar products in the Core and Select models. | You can make changes easily if your circumstances alter without having to change your investment provider. |
| Flexible withdrawal and income distribution options | You can choose the frequency and amount of withdrawals, including income distributions, from your Investment Service. account. | You can ensure that the transactions suit your lifestyle. |
| Transparent fees | There is only one Administration Fee regardless of how many times you transact on your investment account. | You have access to competitive pricing, through a simple, straightforward cost structure that is completely transparent. |
| Margin lending facility | You can invest larger amounts by borrowing funds from approved lenders. | This allows you to gear your portfolio, providing you access to potential greater returns. |
| Flexible insurance options |
Insurance options available include:
|
The large range of insurance alternatives available helps to protect you and your family against unexpected occurrences. This includes protecting yourself and your family from the risk of loss of income as a result of sickness, injury or death. |
| Service and support | Comprehensive and consolidated investment reporting on all of your investments in your account is available via Portfolio Online. Alternatively our client services team are available to provide support. |
You have access to the right information about your superannuation account when you need it. |
| More investment solutions | Access to a range of other IOOF Pursuit products and services to cater for all of your life stages including Personal Superannuation and Allocated Pension. | By using IOOF, a specialist funds manager and administration platform provider, you can access superannuation and pension products that can help you to achieve your financial goals, along with a number of other types of investment products and services, all from companies within the IOOF group. |
| Additional features and benefits of Pursuit Select include: | ||
| Direct share choice | Access to all fully paid ordinary and preference shares, stapled securities, Exchange Traded Funds (ETFs), interest rate securities and Listed Investment Companies (LICs) listed on the ASX. | You have access to increased investment choice and control. This helps to maximise the value of your account by selecting the listed securities you would like to invest in. |
| Fee aggregation | Link up to four IOOF Pursuit Select accounts (conditions apply) to gain a potential reduction in the total Administration Fee that applies to each account. | You can potentially reduce the Administration Fees that you and your family pay on ‘linked’ accounts. |