Fact Sheet

• IOOF makes employer superannuation easy

Home / Superannuation Products / IOOF Portfolio Service Employer Super

Member Documents

• PDS Part 1 : Member Information Guide
• PDS Part 2: Investment Strategies Booklet
• PDS Part 3: Insurance Booklet
• PDS Part 4: Employer Fund Summary
• Changes to your Insurance cover

e-Forms

• Investment Authority (forms A & B)

Member Forms

• Insurance forms
• QROPS HM Revenue & Customs Acceptance letter
• Change of Personal Details form
• Tax File Number (TFN) Notification form
• Member Direct Debit Request
• Investment Authority (Direct Share Choice)
• Investment Authority (Easy Choice and Investor Choice)
• Term Deposit Interest Rates
• Death Benefit Nomination - Binding Nomination
• Death Benefit Nomination - Non-Binding Nomination
• Confirmation of Binding Nomination form
• Revocation of Binding Nomination form
• Your guide to Death Benefit Nomination Binding Nomination
• Request to transfer a superannuation benefit
• Benefit Payment Request form
• Contributions Splitting form
• Super Choice Fund Nomination form
• Electronic Communications form
• Tax Deduction Notice - Section 290-170 ITAA
• CGT Small Business Concession Contribution - Election form
• Personal Injury Contribution - Election form
  Depending on your circumstances, further documentation may be required. Please contact us for further information.
• Frozen Fund Redemption 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 Employer Superannuation Product Disclosure Statement