Guides
Information sheets
Forms
- ATO Notice of Intent to Claim a Tax Deduction form
- Beneficiary Nomination form
- Benefit Payment Request form
- CGT Small Business Concession Contribution - Election form
- Change of Personal Details form
- Confirmation of Binding Nomination form
- Electronic Communications form
- Fee Aggregation form
- Financial Adviser Authority form
- Frozen Fund Redemption Form
- High Threshold Transaction form
- Investment Instructions form
- Member advice fees form
- NZ Portability/KiwiSaver Transfer form
- Overseas Investor Form
- Pension Variation Form
- Personal Injury Contribution - Election form
- Politically Exposed Persons form
- Request to transfer a superannuation benefit
- Revocation of Binding Nomination form
- Tax Deduction Notice - Guide
- Tax File Number Declaration
- Term deposit reinvestment form
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