IOOF

IOOF Pension (Core Menu)

Past 5-year return
5.97%
Admin fee

$117

Calc fees on 50k

$817

SuperRatings awards
Gold
Past 5-year return
5.97%
Admin fee

$117

Calc fees on 50k

$817

SuperRatings awards
Gold

Pros and Cons

Pros and Cons

  • Extensive investment menu. Bi-annual benefit statements.
  • Online access to account details including the ability to update personal details, trade in equities and switch managed funds.
  • Pension members can elect to automatically index pension payments to CPI or another discretionary percentage.
  • Pension is available as a transition to retirement pension.
  • In-specie transfer of share holdings available prior to commencement of pension.

Summary

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Features and Fees

IOOF Fees and Features

    Pros and Cons

    • Extensive investment menu. Bi-annual benefit statements.
    • Online access to account details including the ability to update personal details, trade in equities and switch managed funds.
    • Pension members can elect to automatically index pension payments to CPI or another discretionary percentage.
    • Pension is available as a transition to retirement pension.
    • In-specie transfer of share holdings available prior to commencement of pension.

    IOOF Fees and Features

      Fund fees vs. Industry average
      THIS FUND
      INDUSTRY AVERAGE
      Fund past-5-year return vs. Industry average
      THIS FUND
      INDUSTRY AVERAGE
      Investment allocation
      INTERNATIONAL SHARES
      AUSTRALIAN SHARES
      PROPERTY
      ALTERNATIVES
      FIXED INTEREST
      CASH
      OTHER
      Investment option performance
      BALANCED
      CONSERVATIVE BALANCE
      SECURE
      DIVERSIFIED FIXED INTEREST
      GROWTH
      AUSTRALIAN SHARES
      INTERNATIONAL SHARES
      CAPITAL STABLE
      + View additional option performance information