A convenient all-in-one platform that gives you access to a range of quality multi-manager and insurance options
Features and benefits
- Competitive tiered administration fee allows you to build your retirement savings quickly
- Access to 15 multi-manager trusts that provide broad diversification benefits
- Flexible insurance options to get the right cover for you
Why choose IOOF Pursuit Focus?
Intelligent multi-manager investments
IOOF Pursuit Focus gives you access to our highly regarded range of multi-manager funds, IOOF MultiSeries and IOOF MultiMix.
Each multi-manager range gives you access to a carefully selected blend of investment styles from a number of leading fund managers.
Find out more about IOOF’s multi-manager funds
Flexible insurance options
IOOF Pursuit Focus gives you access to a comprehensive insurance offering, making it easy for you to find the right insurance cover for your clients. In addition to simple yet effective group insurance from TAL, you can choose retail insurance from three quality, independent insurers.
Find out more about insurance
Simple and transparent fee structure
The fee structure is designed to be simple and transparent. All fees, including insurance premiums, are managed through the Cash Account. This makes it easy for you to see exactly what has been charged. IOOF Pursuit Focus also offers a number of ways to keep costs down:
- competitive tiered pricing structure and capped administration fees.
- no contribution, transaction, establishment or withdrawal fees.
As you reach retirement, you can easily move from IOOF Pursuit Focus Personal Superannuation to IOOF Pursuit Focus Allocated Pension. You can also transition to our more comprehensive investment solution, IOOF Pursuit Select, if your investment needs become more complex.
These transitions may be done without having to sell assets due to the platform’s Smart Trust structure. This means transitions may take less time to complete and may not trigger a CGT event or incur buy/sell costs.
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.