About LifeTrack
LifeTrack investment and superannuation products provide investors and members with a leading investment solution. LifeTrack forms part of one of the largest platforms operated by IOOF.
The existing LifeTrack Corporate and Employer Superannuation funds continue to grow our member base. LifeTrack comprises a comprehensive range of investment solutions that provide investors and members with a diverse range of wholesale managed fund options and direct shares. In addition the LifeTrack Personal Superannuation and Allocated Pension products ensure that we can continue to meet the financial needs of members throughout their lives.
The LifeTrack range is made up of five products:
| Product service and description | Detailed description | Features and Benefits | Documents and forms | |
|---|---|---|---|---|
| LifeTrack 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 |
LifeTrack Employer Superannuation |
| LifeTrack Corporate Superannuation | Investment portfolio administration service | Employer superannuation designed for medium sized organisations with over 50 employees that 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. |
LifeTrack Corporate Superannuation |
| LifeTrack Personal Superannuation | Investment portfolio administration service | LifeTrack 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. | LifeTrack Personal Superannuation |
| LifeTrack Cashback Pension (including a transition to retirement option) | Pension plan with a Transition to Retirement option | A LifeTrack Cashback Pension can help you control and manage your superannuation savings in retirement. | A LifeTrack Cashback Pension aims to provide a tax-effective pension in retirement. Transition to Retirement - a pre-retirement (non-commutable) pension option | LifeTrack Cashback Pension (including a transition to retirement option) |
| LifeTrack Investments | Investment portfolio administration service | Simple investment administration platform with a wide range of investment options | Investment choice Easy Choice Investor Choice Direct Share Choice |
LifeTrack Investments |
Your superannuation 'fund of choice'
LifeTrack 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 leading fund managers and access to more than 60 direct shares.
- Competitively priced insurance.
- Track your superannuation online via IOOF's portfolio management tool, Portfolio Online.
- In addition to the 9% Superannuation Guarantee from your employer you can provide 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 LifeTrack as your fund of choice means nominating your LifeTrack superannuation product to receive your employer contributions.
Why LifeTrack 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.
Read more about LifeTrack:
IOOF - Your Investment Guardians