Information sheets
- Term Deposit Interest Rates
- Insurance Application Booklet
- Cash account profile
- Completing Proof of Identity
- How we determine the risk bands
- Occupation Rating Guide
- Personal super premium rate factors and premium rates
- Personal super transaction processing
- QROPS HM Revenue & Customs Acceptance letter
Forms
- Insurance forms
- Group insurance questionnaires
- AML Identification forms
- Application for insurance increase – Life events and salary increase
- ATO Inactive low-balance accounts form
- Benefit Payment Request form
- CGT Small Business Concession Contribution - Election form
- Change of personal details
- Confirmation of Binding Nomination form
- Contributions Splitting form
- Death Benefit Binding Nomination form
- Death Benefit Non-Binding Nomination form
- Direct Debit Request form
- Electronic Communications form
- Frozen Fund Redemption Form
- High Threshold Transaction form
- Insurance opt in form
- Investment instructions form
- Member advice fees form
- NZ Portability/KiwiSaver Transfer form
- Politically Exposed Persons form
- Reinstate insurance and health declaration
- Request to Transfer Superannuation Benefits form
- Revocation of Binding Nomination form
- Super Choice Fund Nomination form
- Tax Deduction Notice - Guide
- Tax Deduction Notice - Section 290-170 ITAA
- Tax File Number (TFN) Notification form
- Term deposit reinvestment form
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