Key features & benefits

Some of the key features and benefits of IOOF Portfolio Service Superannuation include:

The investment menu

IOOF Portfolio Service offers easy to manage and a comprehensive selection of investment choices to investors. We conduct regular and extensive research to ensure the latest investment options, quality investment managers and the right mix of managed funds are available.

As a result, the investment list offers:

  • a wide range of managed funds from leading local and global investment managers
  • term deposits
  • over 60 listed securities based on the top 150 stocks listed on the Australian Stock Exchange
  • a selection of managed funds within each asset class
  • options that, where appropriate, incorporate the latest in investment trends.

Investment strategies

The investment options are categorised as follows:

  • Easy Choice - offers a range of IOOF multi-manager diversified and sectoral Trusts.
  • Premier Investor Choice - complements our existing Easy Choice investment selection by providing a suite of screened managers who offer high conviction, quality investments with significantly lower management fees.
  • Investor Choice - offers a wide range of sector or asset class specific managed funds and term deposits.
  • Direct Share Choice - offers over 60 different listed securities selected from the top 150 companies listed on the ASX based upon market capitalisation and approved Exchange Traded Funds.

Insurance options

IOOF Portfolio Service offers access flexible and competitively priced insurance cover.

Insurance that is acquired through a superannuation fund may also be more tax effective than cover obtained directly.
Everyone has different insurance needs, - the optimum level of insurance required will usually differ depending on age, financial circumstances and family situation. IOOF recommends that you consult a financial adviser to discuss the most appropriate level of insurance cover.

Fee aggregation

Fee aggregation gives you and your family the ability to link multiple IOOF Portfolio Service Personal accounts for the purpose of calculating the Administration Fee payable (conditions apply). This may mean a reduction in the Administration Fee payable by all ‘linked’ members/investors. This is another way that we can help you lower the cost of managing your investments.

For more information on any of the features and benefits, and for details of the fees and charges applicable to IOOF Portfolio Service Superannuation products, refer to the Product Disclosure Statements and factsheets, by clicking here.