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Employer Documents

• PDS Part 1 : Employer Information Guide
• PDS Part 2: Investment Strategies Booklet
• PDS Part 3: Insurance Booklet

Employer Forms

• Bulk Transfer Authority
• At Work Certificate
• Change of Insurance form (incorporates Personal Health Statement)
• Employer Direct Debit Request
• Remittance Advice
• Request to transfer a superannuation benefit
• Contributions Splitting form
• Trustee Reports
  • IOOF Portfolio Service Annual Trustee Report 2009
  • IOOF Portfolio Service Annual Trustee Report 2008

Product news!

Information in the Product Disclosure Statement may change from time to time. You can read about these changes by clicking on the below link.
Updated information to the IOOF Portfolio Service Corporate Superannuation Product Disclosure Statement