Key features and benefits
Some of the key features and benefits of IOOF Pursuit’s Focus, Core and Select superannuation products include:
| Features | Benefits | |
|---|---|---|
| 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. Includes access to the IOOF multi-manager Trusts (IOOF MultiMix) for simple and easy investment choice. | 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 which are monitored by us. |
| Switchability (within models) | We offer flexible investment instruction methods allowing you to easily transfer between investment options. | You and, if applicable, your financial adviser, remain in control of your superannuation account investment options at all times. |
| Switchability (between models) | IOOF Pursuit allows quick and easy movement between the Focus, Core and Select models and between superannuation and pension products in both models (conditions apply). | You can make changes easily if your circumstances alter without having to change your superannuation provider. |
| Easy investment maintenance | Simple regular contribution and income reinvestment options. | You can grow your superannuation simply and with ease. |
| Saving for your retirement made easy | Hassle-free investing through a product that meets all relevant superannuation and taxation requirements and enables easy transition to the pension phase. | A simple transfer process from an IOOF Pursuit Personal Superannuation account to one or more Pursuit pension products. |
| Transparent fees | Simple fee and easy to understand fee structure. | You have access to clear cut and competitive pricing, through a simple, straightforward cost structure that is transparent. |
| Flexible insurance options |
Insurance options available include:
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Insurance options help protect you and your family from the risk of loss of income as a result of sickness, injury or death. |
| Service and support | Comprehensive and consolidated reporting on all 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 an Allocated Pension and an Investment Service. |
By using IOOF, a specialist fund manager and administration platform provider, you can access a range of superannuation and pension products that can take you from just starting out right through to life as a retiree. |
| Additional features and benefits of Pursuit Select include: | ||
|---|---|---|
| Direct share choice | Access to the majority of listed securities in the S&P/ASX 300 Index. | 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 reduction in the total Administration Fee that applies to each account. | You can reduce the Administration Fee you and your family pay on ‘linked’ accounts. |