Guides
Information sheets
- Cash account profile
- Certificate of Compliance
- Completing Proof of Identity
- How we determine the risk bands
- In Specie Transfer Guide
- Life Insurance - Preparing for a Tele-interview
- Occupation Rating Guide
- Personal Insurance premium rate factors and premium rates - valid from 1/07/2020
- Personal Insurance premium rate factors and premium rates - valid to 30/06/2020
- Term deposit interest rates
- Understanding your Cash Account
Forms for advisers
Forms
- Insurance forms
- Group insurance questionnaires
- Additional Lump Sum Contribution
- Application for Insurance
- Appointment of Representative
- ATO Contributions splitting form
- ATO Departing Australia Superannuation Payment form
- ATO Downsizer Contribution into superannuation form
- ATO Inactive low-balance accounts form
- ATO Notice of Intent to Claim a Tax Deduction form
- ATO Notice of Intent to Claim a Tax Deduction guide
- Binding Death Benefit Nomination
- Change of Details
- Choice of Fund form and Certificate of Compliance
- Client Information Access Agreement
- Direct Debit Request
- Family Fee Aggregation Application
- Family Member Application
- Fees and costs amendment
- Frozen and Illiquid investment options
- High Threshold Transaction form
- Insurance application - life events and salary increase
- Insurance cancellation form
- Insurance opt in form
- Insurance Tele-interview Request Form
- Member Advice Fee - One Off
- Member Advice Fees
- New Managed Fund Request
- New Member Investment Authority
- Non-Binding Death Benefit Nomination
- NZ Portability/KiwiSaver Transfer form
- Occupational Duties Questionnaire
- Overseas Investor Form
- Personal Superannuation Application
- Politically Exposed Persons form
- Reinstate insurance and health declaration
- Request to Transfer form
- Retirement Declaration form
- Standard Transfer Form
- Switching Instructions
- Tax File Number Notification - Super members
- Transferring your insurance cover
- Withdrawal Form
News
Trustee information
- IOOF Portfolio Service Superannuation Fund Trustee Annual Report 2019
- IOOF Portfolio Service Superannuation Fund Trustee Annual Report 2018
- IOOF Portfolio Service Superannuation Fund Trustee Annual Report 2017
- IOOF Portfolio Service Superannuation Fund Trustee Annual Report 2016
- IOOF Portfolio Service Superannuation Fund Trustee Annual Report 2015
- IOOF Portfolio Service Superannuation Fund Trustee Annual Report 2014
- IOOF Portfolio Service Superannuation Fund Trustee Annual Report 2013
- IOOF Proxy Voting Policy