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IOOF Pursuit Allocated Pension

A versatile investment and administration platform that adapts to your needs – making it easy for you to meet your long term retirement plans

Everyone has different retirement goals and needs. That’s why IOOF Pursuit Allocated Pension is available in two different models:

  • IOOF Pursuit Focus: a low-cost solution for people who want simplicity without sacrificing on quality.
  • IOOF Pursuit Select: a comprehensive solution with more features and investment options for people who want to create tailored investment portfolios.

Compare Select & Focus

Feature

IOOF Pursuit Focus

IOOF Pursuit Select

Managed funds

Range of IOOF multi-manager funds

300+

Term deposits

No

Yes

Listed securities

No

Yes

Minimum entry

$10,000

Allocated Pension: $20,000

Term Allocated Pension: $20,000

Initial contribution options

  • Cheque
  • Direct debit facility
  • Cheque
  • Direct debit facility

Income distributions

  • Re-invest1
  • Retain in Cash Account
  • Re-invest1
  • Distribution instruction
  • Retain in cash account

Fee aggregation2

No

Yes

1 This method allows you to automatically re-invest 100 per cent of the income distribution in the same managed investment. 
2 Fee aggregation allows you to link IOOF Pursuit Select accounts for the purpose of calculating the administration fee, which may reduce the administration fees payable.

How to join

If you would like to invest in an IOOF Pursuit Allocated Pension product you must read the Product Disclosure Statement (PDS) and complete the relevant application forms.

If you would like help completing your application you can speak to member of our Client Services Team.

Contact us

Before investing, we recommend you speak to your financial adviser for guidance on which of our pension products is best to help you reach your retirement goals. If you don’t have a financial adviser, we can help you find one.

Find a financial adviser