About IOOF Portfolio Service
IOOF Portfolio Service comprises a comprehensive range of investment solutions for both employers and investors.
The portfolio administration system of IOOF Portfolio Service supports investment, superannuation and pension requirements to meet many needs. These straightforward investment solutions provide clients with access to a diverse range of wholesale managed fund options with product and account features to effectively manage individual investment strategies.
Competitive features and benefits are complemented by regular reporting, efficient administration and client services.
The investment options available through the IOOF Portfolio Service are managed by a range of leading investment managers, and cover a range of diversified and sectoral fund options across varied asset classes including shares, property, fixed interest and cash.
The IOOF Portfolio Service range is made up of five products:
| Product service and description | Detailed description | Features and Benefits | Documents and forms | |
|---|---|---|---|---|
| IOOF Portfolio Service Employer Superannuation | Investment portfolio administration service | Well-managed, easy to use employer superannuation plans with insurance and access to a wide range of investment options. | Investment choice Easy Choice Investor Choice Direct Share Choice |
IOOF Portfolio Service Employer Superannuation |
| IOOF Portfolio Service Corporate Superannuation | Investment portfolio administration service | Employer superannuation designed for medium to large sized organisations with over 50 employees, which can be tailored to individual company needs. | Insurance options Death only cover; or Death & Total and Permanent Disablement (TPD) cover; and/or Salary Continuance (SC) cover. |
IOOF Portfolio Service Corporate Superannuation |
| IOOF Portfolio Service Personal Superannuation | Investment portfolio administration service | Personal Superannuation provides you with a simple, cost effective yet highly flexible approach to superannuation. | Maintain your investment and insurance arrangements without incurring the administrative burden of establishing and operating a stand-alone or self managed superannuation fund. | IOOF Portfolio Service Personal Superannuation |
| IOOF Portfolio Service Allocated Pension (including a transition to retirement option) | Pension plan with Transition to Retirement option | An Allocated Pension is a pension paid from an investment account. It provides flexible and regular pension payments and you have full access to the account balance in whole or part at any time. | The Allocated Pension aims to provide a tax-effective pension in retirement and a Transition to Retirement - (pre-retirement non-commutable) pension option to allow you to continue accumulating, in the tax effective pension environment. | IOOF Portfolio Service Allocated Pension (including a transition to retirement option) |
| IOOF Portfolio Service Investments | Investment Portfolio Administration Service | A transaction and portfolio administration service providing access to wholesale managed funds from over 25 leading fund managers. | The service enables you and your adviser to construct and manage your own portfolio of managed funds without the substantial administrative, record-keeping and reporting burden usually associated with managing an investment portfolio. | IOOF Portfolio Service Investments |
Fund of choice
The IOOF Portfolio Service Superannuation Fund offers members a straightforward retirement savings vehicle including easy to understand product and account management features and a range of investment options.
- Simple establishment and administration of your superannuation account.
- Diversify your portfolio by selecting from a wide range of over 180 managed funds from over 25 leading fund managers and direct shares access.
- Competitively priced insurance (available for superannuation products only).
- Track your investments online via IOOF's portfolio management tool, Portfolio Online.
- Grow your balance with easy transaction options personal contributions; spouse contributions; rollovers and transfers (including Directed Termination Payments); and Government Co-contributions (if you qualify).
- We'll help you consolidate all your superannuation investments into one account.
Choosing IOOF Portfolio Service as your 'fund of choice' means nominating your IOOF Portfolio Service superannuation fund to receive your employer contributions.
Why the IOOF Portfolio Service and IOOF products and services?
The IOOF Group has an established reputation in Australia as a secure and successful financial services provider. We have been helping people for over 160 years. As your investment guardian, our objective is to provide financial solutions which are tailored for you. Through IOOF you also have access to our range of investment products that can provide solutions to meet many individual needs. Whether you are looking for simplicity or control, investing for short term or long term goals or looking after yourself or a family we can help you.
IOOF is committed to maintaining and enhancing the investment service that it provides to all clients.
If you need to find anything out about your account, just call us on 1800 062 963.
We look forward to working with you to achieve your financial goals.
IOOF - Your Investment Guardians