Information sheets
Forms
- Investment Authority
- AML Identification forms
- Benefit Payment Request form
- Binding Death Benefit Nomination form
- CGT Small Business Concession Contribution - Election form
- Change of Personal Details form
- Confirmation of Binding Nomination form
- Electronic Communications form
- Fee Aggregation Application
- Financial Adviser Authority form
- Frozen Fund Redemption Form
- Member advice fees form
- Non-Binding Death Benefit Nomination form
- NZ Portability/KiwiSaver Transfer form
- Pension Variation Form
- Personal Injury Contribution - Election form
- Retirement Declaration form
- Tax File Number Declaration
- Term deposit reinvestment form
Trustee information
- 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 2013
- IOOF Portfolio Service Superannuation Fund Trustee Annual Report 2014
- IOOF Proxy Voting Policy
- IOOF Proxy Voting Record 2011/2012
- IOOF Proxy Voting Record 2012/2013
- IOOF Proxy Voting Record 2013/2014