IOOF

IOOF Pension (Full Menu)

Past 5-year return
5.97% p.a
Admin fee

$180

Calc fees on 50k

$1k

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

$180

Calc fees on 50k

$1k

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
    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