IOOF
Awards

Winner of Gold, RateCity Gold Awards 2021

IOOF Pension (Core Menu)

Past 5-year return
5.97

% p.a

Admin fee

$117

Calc fees on 50k

$802

SuperRatings awards
Gold
Past 5-year return
5.97

% p.a

Admin fee

$117

Calc fees on 50k

$802

SuperRatings awards
Gold

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

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    Fund fees vs. Industry average
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    Fund past-5-year return vs. Industry average
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    Investment allocation
    INTERNATIONAL SHARES
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    FIXED INTEREST
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    Investment option performance
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    CONSERVATIVE BALANCE
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    DIVERSIFIED FIXED INTEREST
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