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IOOF Pension

Make your retirement dreams a reality

Make your retirement dreams a reality

IOOF Pension gives you the building blocks to make your retirement dreams a reality

Features and benefits

  • Real choice of investment.
  • Simple, transparent fees.
  • Secure online access.

Existing IOOF Personal Super members can seamlessly transfer to our pension division without incurring capital gains tax, other transfer costs or inconveniences.

We offer you a premium pension solution with a wide choice of investments, competitive fees and personalised service.

Why choose IOOF Pension?

Real choice of investments

One of the most impressive features of IOOF Pension is the amount of choice offered to you. You have full control of your investments and can readily fine-tune them as you go, to suit your goals and life stage including:

  • 13 ready-made portfolios
  • more than 280 managed funds
  • ASX 300 listed shares
  • a range of term deposits.

Simple transparent fees

Our fee structure is completely transparent – the fees are clearly visible and there’s no bundling. All fees are paid from your cash account, so it’s easy for you to see exactly what is being charged at any time.

Secure online access

Securely manage and update your account 24 hours a day, seven days a week. IOOF Online is an easy-to-use, secure website that gives you access to a range of information including a portfolio summary, record of transactions, switching, account information, statements, reports and electronic communications.

How do I join?

Joining us is easy, just follow the steps below.

1. Download and read the IOOF Pension PDS.

2. Download the Pension Forms Booklet, complete the relevant forms and return it to us.

Your financial adviser can help you work out your investment strategy and assist you in completing the application.