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IOOF Investment Management Limited (IIML) as a licensee of a registrable superannuation entity, is required to publicly disclose certain information and documents, including information and remuneration details of its Executive Officers.
Trust deed includes governing rules and rules relating to the nomination, appointment and removal of trustees or trustee directors.
AET Small APRA fund
Trust deed. NB: Trust deed includes governing rules and rules relating to the nomination, appointment and removal of trustees.
AvWrap Retirement Service
IOOF Portfolio Service Superannuation Fund
Product Disclosure Statements for closed products can be accessed at ioof.com.au/forms
Register today for our 2021 Annual Member Meeting
Information from our 2020 Annual Member Meeting
The Member Outcome Assessments for the year ended 30 June 2021 can be accessed below:
Notice to members in SMF Eligible Rollover Fund (ERF) of the fund’s closure as part of the government’s ‘Reuniting More Superannuation’ legislation.
The SMF ERF is closing and will transfer all balances to the Australian Taxation Office (ATO) by 15 October 2021.
Notice to AvWrap Retirement Service members to inform them that the Trust Deed has been amended to:
This change is applicable to all account-based pension and Term Allocated Pension (TAP) products under:
AvWrap Retirement Service IOOF Portfolio Service Superannuation Fund SMF Eligible Rollover Fund Various small APRA fund
1 Appointed 31 March 2021 2 Appointed 31 March 2021
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