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Most popular IOOF forms
Certificate of compliance
Change of details
Beneficiary nomination
ATO notice of intent to claim
Choice of fund
Withdrawal form
Forms and guides
- Additional Lump Sum Contribution
- Adviser details
- Appointment of Representative
- ATO Capital gains tax cap election
- ATO Contributions for personal injury election
- ATO Contributions splitting form
- ATO Departing Australia Superannuation Payment form
- ATO Downsizer Contribution into superannuation form
- ATO Notice of Intent to Claim a Tax Deduction form
- ATO Notice of Intent to Claim a Tax Deduction guide
- ATO Tax File Number declaration
- Beneficiary nomination
- Certificate of Compliance
- Change of details
- Choice of fund
- Default insurance opt in
- Direct Debit Request
- Family Fee Aggregation Application
- Family member application
- Fees and costs amendment
- Frozen and Illiquid investment options
- Inactive low-balance accounts declaration
- Investment Instructions
- IOOF Employer Super application form
- IOOF Personal application form
- IOOF Pension application form
- Member Advice Fees
- New Member Form
- New Member Investment Authority
- Nomination of Financial Institution
- NZ Portability/KiwiSaver Transfer form
- Overseas Investor Form
- Politically Exposed Persons form
- Protected member
- Proxy Voting Policy – Investment
- Request to Transfer – IOOF Employer and Personal
- Request to Transfer – IOOF Pension
- Retirement Declaration form
- Standard Transfer Form
- Superannuation standard choice form
- Switching Instructions
- Tax File Number Notification - Super members
- Withdrawal
- Application / Change of Insurance form for IOOF Employer Super
- Application / Change of Insurance form for IOOF Personal Super
- Corporate Insurance Premium rates
- Default insurance opt in
- Insurance application - life events and salary increase
- Insurance cancellation form
- IOOF Insurance claims guide - Death Insurance
- IOOF Insurance claims guide - Income Protection Insurance
- IOOF Insurance claims guide - Terminal Illness Insurance
- IOOF Insurance claims guide - Total and Permanent Disability Insurance
- IOOF insurance guide (IOF.03)
- Insurance election
- Insurance opt in
- Insurance Tele Interview Request form
- Occupational Duties Questionnaire
- Occupation Rating Guide
- Reinstate insurance and health declaration
- Transfer of Retail Insurance form
- Transferring your insurance cover
MLC MultiSeries (formerly IOOF MultiSeries)
Management fees for our MultiSeries trusts have recently been reduced. Find out more here.
- MLC MultiSeries – Management fee reductions (1 June 2025)
- Update to buy-sell spreads (effective 29 April 2025)
- Distribution information for the year ended 30 June 2024
- End of year distribution commentary - financial year ended 30 June 2024
- Announcement regarding Ad-hoc Communications and Annual Financial Reports - October 2023
- Significant Event Notice regarding upcoming changes - IOOF MultiSeries portfolios - 15 September 2023
- Announcement regarding Unitholder Meetings and Annual Financial Reports - 30 June 2022
- AMIT product update 2019
- New Zealand Election Notice - September 2016
MLC MultiActive (formerly IOOF MultiMix)
- MLC MultiActive Product Disclosure Statement (excluding High Growth and Geared)
- MLC MultiActive Application form (excluding High Growth and Geared)
- MLC MultiActive Geared Product Disclosure Statement
- MLC MultiActive Geared Product Guide
- MLC MultiActive High Growth Product Disclosure Statement
- MLC MultiActive High Growth Product Guide
- MLC MultiActive Australian Shares Fund Profile
- MLC MultiActive Balanced Fund Profile
- MLC MultiActive Capital Stable Fund Profile
- MLC MultiActive Cash Enhanced Fund Profile
- MLC MultiActive Conservative Fund Profile
- MLC MultiActive Diversified Fixed Income Fund Profile
- MLC MultiActive Geared Fund Profile
- MLC MultiActive Global Shares Fund Profile
- MLC MultiActive Growth Fund Profile
- MLC MultiActive High Growth Fund Profile
- MLC MultiActive Moderate Fund Profile
- MLC MultiActive Property Fund Profile
- Update to buy-sell spreads (effective 9 May 2025)
- Distribution information for the year ended 30 June 2024
- End of year distribution commentary - financial year ended 30 June 2024
- Announcement regarding Ad-hoc Communications and Annual Financial Reports - October 2023
- Significant Event Notice regarding upcoming changes - IOOF MultiMix portfolios - 15 September 2023
- Announcement regarding Unitholder Meetings and Annual Financial Reports - 30 June 2022
- AMIT product update 2019
MLC Cash Management Trust (formerly IOOF Cash Management Trust)
Strategic Funds
- Announcement regarding Ad-hoc Communications and Annual Financial Reports - October 2023
- Announcement regarding Unitholder Meetings and Annual Financial Reports - 30 June 2022
- AMIT product update 2019
- Confirmation of the Change of Responsible Entity for the Mosaic Fund - 31 March 2015
- Change of Responsible Entity for the Mosaic Funds - 24 March 2015
- Notice to unitholders in the Mosaic Funds of proposed change in Responsible Entity - 2 March 2015
Specialist Funds
- Update to buy-sell spreads (effective 9 May 2025)
- Specialist funds management fee reduction product update - 1 July 2024
- Announcement regarding Ad-hoc Communications and Annual Financial Reports - October 2023
- Significant Event Notice regarding upcoming changes - Specialist Property Fund - 15 September 2023
- Specialist Funds Product Update April 2023
- Notification of Termination - Specialist Dynamic Allocation Fund - April 2023
- Announcement regarding Unitholder Meetings and Annual Financial Reports - 30 June 2022
- AMIT product update 2019
- Confirmation of the Change of Responsible Entity for the Mosaic Fund - 31 March 2015
- Change of Responsible Entity for the Mosaic Funds - 24 March 2015
- Notice to unitholders in the Mosaic Funds of proposed change in Responsible Entity - 2 March 2015
Foundation Funds
- Announcement regarding Ad-hoc Communications and Annual Financial Reports - October 2023
- Announcement regarding Unitholder Meetings and Annual Financial Reports - 30 June 2022
- AMIT product update 2019
- Confirmation of the Change of Responsible Entity for the Mosaic Fund - 31 March 2015
- Change of Responsible Entity for the Mosaic Funds - 24 March 2015
- Notice to unitholders in the Mosaic Funds of proposed change in Responsible Entity - 2 March 2015