Understanding financial advice
Financial life goals
Tools and resources
Understanding investing
Products and services
Investing with IOOF
Understanding super
Your retirement goals
Understanding super & money
This comparison table illustrates the key differences between IOOF products which have been migrated to the Evolve Technology.
For further information, please contact your IOOF Client Solutions Manager.
Investment: $500 Super/Pension: No minimum
Fortnightly - every second Tuesday (from 7 July 2020)
Monthly, quarterly, half yearly, yearly - 14th & 28th
From 1 July 2021, the following pension payment dates will be available to new clients - 6th, 10th, 14th, 20th, 25th, 28th
Monthly, quarterly, half yearly, yearly - 6th, 10th, 14th, 20th, 25th, 28th
From 1 July 2021, the above pension payment dates will also be available to new clients
Your net tax provision is deducted/credited monthly from your account and an annual tax process finalises your tax position.
Account keeping fee
IPS, Bendigo = $7 per month
Financial Partnerships = $7 per month for balances < $150k
IPS Count, IPS Wholesale, LifeTrack = nil
$180 p.a (average of $15 per month)
Admin fees
Refer to PDS
Clients will move to Dealer rate card (if applicable), PDS rate or be Grandfathered (whichever is the lower). LifeTrack accounts will not be grandfathered and be subject to an increase of no greater than $150 p.a
Maximum admin fee
N/A
$5,000 p.a
Fee Aggregation
Fee aggregation = unlimited
Fee aggregation = up to 6 accounts
Expense reimbursable and recovery fee
0.32% and 0.10% (LifeTrack only)
Brokerage
$45.66 for each buy or sell
0.205% of the gross value of each listed investment buy or sell order, subject to a minimum of $38.44
Advice Fee
Fixed term arrangement option not available.
Online functionality
Trading/switching
Re-weight
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