IOOF Personal Super

Offer your clients a flexible and versatile super solution that will take them through right to retirement. IOOF Personal Super gives you and your clients choice – a broad range of investment options and panel of insurers along with the ability to offer discounted fees. And with IOOF Online managing your clients’ super has never been easier.

Reasons to choose IOOF Personal Super

Choose from more than 280 managed investments, listed investments and a variety of term deposits.

As well as effective and simple group insurance from TAL, you can also choose more tailored retail insurance from three high-quality, independent insurers:

  • AIA Australia Priority Protection
  • TAL Accelerated Protection
  • Zurich Wealth Protection

Flexible insurance options are available in super, out of super or a mixture of both, including death, total & permanent disablement and income protection.

Fee aggregation is available to immediate family members (spouse, son, daughter, partner, father, mother, brother, sister, grandparents) and the spouses of immediate family members and allows you to link up to six accounts to reduce overall administration fees.

IOOF Online is our secure adviser portal with cutting edge technology, simple infographics and innovative tools that will make a real difference to managing your client portfolios.

  • Seamlessly access your clients’ accounts and information including all fees at a glance
  • Tight security features allowing you to grant and manage access to your staff, whether it’s limited or full.
  • Superior search capability with broad parameters to help you segment your clients
  • Comprehensive reporting
  • Trading and flexible investment instruction functionality that allows you to reweight with ease
  • Online forms to improve efficiencies for you and your staff
  • Access multiple adviser codes with the one login