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The Portfolio Service - Superannuation Plan

Past 5-year return
New fund
Admin fee
$136
Calculated Fees on 50k
$625
Extensive investment menu - over 100 research managed funds and over 200 listed investments
In-house research means the investment menu is constantly monitored to ensure that performance is in line with their objectives
Product pricing supports a 'fee for service' advice model
Professionally managed cash account offering superior returns
The Portfolio Service (TPS) product suite caters to those members seeking a superannuation or pension product with flexible features which is offered exclusively via authorised dealers. The product is closed to new members.The TPS Superannuation Plan product offers an extensive investment menu consisting of Multi and Asset Specific options, Term Deposits and access to over 200 Diversified Equities. This enables members to tailor an investment strategy to suit their personal requirements. The IOOF Multi Series Balanced Trust has outperformed the SuperRatings Index both in the short and long term.The fee structure is lower than the industry average across medium and large account balances assessed. Some of the fees are negotiated between the employer and the Plan adviser. Establishment and contribution fees do not apply and no additional fees are incurred when withdrawing or switching investments.The fund's voluntary insurance package is available for members working more than 15 hours per week. Members have access to unlimited Death cover and up to $5 million Total and Permanent Disability cover. Income Protection (IP) cover provides members with up to 85% (including SG) salary coverage, 3 waiting periods and benefit payment periods over 2 years, 5 years or to age 65.Other features include a financial planning service with a fee-for-service option; and a dedicated adviser website allowing access to client details and to provide consolidated reporting.

Fees & fund features

Admin fee
Admin fee
$136
Exit fee
Exit fee
$0
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.55%
Account size discount
Account size discount
Health insurance
Health insurance
Binding nominations
Binding nominations
Anti-detriment payments
Anti-detriment payments
Switching fee
Switching fee
$0
Employer size discount
Employer size discount
Home loans
Home loans
Non-lapsing binding nominations
Non-lapsing binding nominations
Long term income protection
Long term income protection
Admin fee
Admin fee
$136
Exit fee
Exit fee
$0
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.55%
Account size discount
Account size discount
Health insurance
Health insurance
Binding nominations
Binding nominations
Anti-detriment payments
Anti-detriment payments
Switching fee
Switching fee
$0
Employer size discount
Employer size discount
Home loans
Home loans
Non-lapsing binding nominations
Non-lapsing binding nominations
Long term income protection
Long term income protection
Fund fees vs. Industry average
Fund past-5-year return vs. Industry average
Investment allocation
Investment option performance
+ View additional option performance information
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