A comprehensive investment tool to help you control, manage and maximise your superannuation savings in retirement
Features and benefits
- An easy and convenient way to turn part or all of your superannuation savings into a regular income stream in retirement.
- Wide investment menu
- 300+ managed funds from both large and boutique fund managers
- ASX 300 listed securities, including a range of exchange traded funds
- Term deposits from NAB and Adelaide Bank.
- A simple and transparent pricing structure with capped administration fee.
- Switchability allows you to move between similar products in the IOOF Pursuit range as your circumstances change (conditions apply).
- You can track your IOOF Pursuit account online via Portfolio Online.
When you invest through IOOF Pursuit Select Pension products you gain access to a wide range of managed funds, term deposits and listed securities.
You can select the investment strategy you want for your pension account and choose from a number of investment options to help you implement that strategy, making it easy for you to manage your retirement income goals.
IOOF Pursuit Select offers two pension options:
- an allocated pension
- a term allocated pension (this option is only open to existing term allocated pension holders).
Extensive investment menu
The wide range of investment options available through Pursuit Select allows you to tailor investment portfolios to your individual needs and goals.
You can choose from:
In addition to competitive administration fees, Pursuit Select helps keep costs down for clients in a number of ways:
- no transaction fees
- capped administration fees for balances above $2 million
- fee aggregation of up to six accounts.
Limit the amount of administration fees you pay with fee aggregation. It enables you to treat up to six accounts as one for administration fee purposes. You can link multiple accounts for the same person, immediate family members (spouse, son, daughter, partner, father, mother, brother, sister, grandparent or grandchild) and in-laws of the immediate family.
Fee aggregation a fantastic way to potentially limit the amount of administration fees you and your family pay.
Portfolio Online is a user-friendly website that allows you to view your IOOF Pursuit account 24 hours a day, 7 days a week.
With Portfolio Online you can:
- view a consolidated report of your account
- generate up-to-date portfolio summary, asset allocation, fund performance and transaction reports
- view and track all transactions placed by your financial adviser
- view and download statements and letters.