Information sheets
Forms
- Insurance forms
- Investment Authority
- AML Identification forms
- Application for insurance increase – Life events and salary increase
- ATO Inactive low-balance accounts form
- ATO Notice of Intent to Claim a Tax Deduction form
- 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
- Contributions Splitting form
- Direct Debit Request form
- Electronic Communications form
- Fee Aggregation Application
- Financial Adviser Authority form
- Frozen Fund Redemption Form
- Individual Contribution form
- Insurance opt in form
- Member advice fees form
- Non-Binding Death Benefit Nomination form
- NZ Portability/KiwiSaver Transfer form
- Personal Injury Contribution - Election form
- Reinstate insurance and health declaration
- Request to transfer a superannuation benefit
- Super Choice Fund Nomination form
- Tax Deduction Notice - Guide
- Tax File Number (TFN) Notification form
- Tele-interview request
- Term deposit reinvestment form
- Transferring your insurance cover
Trustee information
- 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 2013
- IOOF Portfolio Service Superannuation Fund Trustee Annual Report 2014
- IOOF Portfolio Service Superannuation Fund Trustee Annual Report 2015
- IOOF Proxy Voting Policy
- IOOF Proxy Voting Record 2011/2012
- IOOF Proxy Voting Record 2012/2013
- IOOF Proxy Voting Record 2013/2014