IOOF Pooled Superannuation Trust
- Pooled superannuation trust for Trustees of regulated super funds
- Diverse range of investment funds including tax paid and tax exempt investment options
- Professionally managed by market-leading wholesale fund manager Perennial Investment Partners
- Online administration via IOOF's portfolio management tool, Portfolio Online
This product is for Trustees of regulated super funds only
If you are an investor seeking a personal superannuation investment, take a look at IOOF's personal superannuation product for investors: IOOF Portfolio Service Personal Superannuation
IOOF Pooled Superannuation Trust (PST) is a unit-linked investment that offers a diverse range of professionally managed investment funds including tax-paid and tax-exempt investment options.
The tax paid funds may be used to invest non-pension or non-annuity related assets of the applicant fund. The earnings are taxable at a maximum rate of 15% which may be reduced by various taxation credits. The tax exempt funds may only be used to invest assets of the applicant fund that are set aside to pay pensions or rollover annuities to members of the fund. The earnings are tax exempt.
The IOOF PST offers a comprehensive choice of diversified, share and sectoral investment funds to suit short-term, medium-term and long-term investment needs.
- The Diversified Funds provide access to a spread of different asset classes to meet particular investment objectives. The mix of asset classes varies depending on the respective risk and return objectives.
- The Share Funds provide access to specific types of shares, e.g. Australian or international shares.
- The Sectoral Funds provide access to specific types of asset classes, e.g. listed property trusts or fixed interest.
Eligibility
Under superannuation legislation, the Trustee of the IOOF PST is only able to accept investments from the following investors:
- the trustees of a regulated superannuatio nfund, including employer sponsored, self-managed DIY funds and master funds;
- the trustees of a regulated superannuation fund providing pension benefits (including allocated pensions);
- the trustees of another pooled superannuation fund;
- the trustees of an approved deposit fund;
- a life insurance company under the Life Insurance Act 1995 in respect of its virtual pooled superannuation trust assets and/or segregated exempt assets.
Fund information
Fund options
| Fund Name | Objective |
|---|---|
| IOOF Balanced PST & IOOF Tax-Exempt Balanced PST | To grow the value of your investment over the medium to long term and provide a total return higher than the return of its benchmark measured on a rolling three-year basis, by investing in a range of growth and income producing assets |
| IOOF Capital Stable PST & IOOF Tax-Exempt Capital Stable PST | To provide a relatively high level of capital protection, with total returns over the medium to long term higher than the return from interest-bearing investments and in excess of the benchmark for the Funds measured on a rolling three-year basis |
| IOOF International Equities PST & IOOF Tax-Exempt International Equities PST | To grow the value of your investment over the long term by investing in a diversified portfolio of international shares with returns superior to the MSCI World (ex Australia) Accumulation Index - Unhedged, measured in $A on a rolling three-year basis |
| IOOF Australian Equities PST & IOOF Tax-Exempt Australian Equities PST | To grow the value of your investment over the long term by investing in a diversified portfolio of Australian shares with returns that outperform the S&P/ASX 300 Accumulation Index, measured on a rolling three-year basis |
| IOOF Property PST & IOOF Tax-Exempt Property PST | To provide capital growth over the long term by investing in a well diversified portfolio of Australian listed (or soon to be listed) property trusts, which aims to provide returns higher than the S&P/ASX 300 Property Accumulation Index measured on a rolling three-year basis |
| IOOF Fixed Interest PST & IOOF Tax-Exempt Fixed Interest PST | To provide total returns greater than cash and inflation and superior to the UBSA Composite Bond Index (0+ years) measured on a rolling three-year basis, through the active management of a diversified portfolio of fixed interest investment |
| IOOF Cash & Short Term Securities PST & IOOF Tax-Exempt Cash & Short Term Securities PST | To provide a low risk investment offering returns in excess of cash management trusts and bank deposits and superior to the UBSA Bank Bill Index on a rolling three-year basis |
You can review recent fund performance data via the Performance and Unit Prices page.
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