Register now to hear about your super fund’s performance in the 2022/23 financial year, get an outlook for what’s to come and ask questions directly to the people looking after your super.
Welcome and Chair’s Address
Investment and Market Update
|The meeting will be recorded and you’ll be able to view it on demand post event. The meeting minutes and responses to questions not addressed during the meeting will be available on the website within one month after the meeting.
How to attend
The meeting will be an online webinar, hosted from Melbourne.
Here’s how to attend:
Super and insurance are always changing. In addition to your Annual Statement, we let you know if you’re impacted by any changes through Significant Event Notifications (SENs). You can log in to your account online to view your letters and statements or give us a call. You can also find a summary of any of these changes (SENs) by clicking this link.
We've created a shortform summary listing the following amounts paid by or on behalf of the Fund1 in the last financial year ending 30 June 2023:
- Remuneration of key management personnel (download pdf)
- Promotion, marketing or sponsorship (download pdf)
- Payments made to a related party (download pdf)
If you’d like to view a breakdown of the above payments, please click to download the pdf.
During the income year, the Fund did not make any payments or gifts to a political entity, campaign, associated political entity, industrial body or trade association.
What is the Annual Members’ Meeting?
The Annual Members’ Meeting is an opportunity for members to hear about the performance of their super fund during the previous financial year ending 30 June, the economic outlook and the funds’ strategic plan. It also provides members with a forum to ask questions.
Do I need to attend?
No, you don’t have to attend. We will post a recording of the meeting on our website within one month after the meeting, together with the minutes of the meeting and any questions and answers that we couldn’t get to at the meeting.
If I can’t attend can someone else attend for me?
Anyone can watch a recording of the meeting on our website.
That time doesn’t suit me. Can I watch the recording afterwards?
A recording of the meeting will be available on our website within one month after the meeting.
What funds does this meeting cover?
This meeting will cover members who have their super in the IOOF Portfolio Service Superannuation Fund and AvWrap Retirement Service. See below for a full list of products covered by this meeting.
- IOOF Employer Super
- IOOF Personal Super
- IOOF Pension
- Expand Extra
- Expand Essential
- Shadforth Portfolio Service
- Rhythm Super
When is the Annual Members’ Meeting held?
The IOOF Portfolio Service Superannuation Fund and AvWrap Retirement Service financial year ends on 30 June, and the Annual Members' Meeting must be held by 31 March the following year.
When will I be notified?
Notices to all super fund members are being sent from November 2023.
Where can I find information from your previous meetings?
You can view the minutes, member questions and answers, and view a recording of our previous meetings on our Trustee and Fund Information page.