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IOOF

IOOF Essential Pension

IOOF MultiSeries 70

Past 5-year return
6.83

% p.a

Admin fee

$117

Calc fees on 50k

$542

SuperRatings awards
SuperRatings Gold 2022 Pension
Past 5-year return
6.83

% p.a

Admin fee

$117

Calc fees on 50k

$542

SuperRatings awards
SuperRatings Gold 2022 Pension

Quick pension fund review

For IOOF Essential Pension

These are the benefits of this pension fund.

  • Cost-effective platform solution
  • Contemporary and intuitive client and adviser online portals.
  • Choice of 15 highly-regarded range of multi-manager funds (IOOF MultiSeries, MultiMix and Specialist Property Fund).
  • Advisers can set up accounts completely online.
  • Comprehensive adviser and client reporting.

Pension fund overview

For IOOF Essential Pension

Features

Variety of options

Binding nominations

Account size discount

Online Access

Home loans

Financial planning service

Non-lapsing binding nominations

Employer size discount

Anti-detriment payments

Credit cards

Insurance Cover

Health insurance

Insurance life event increases

Total and permanent disability cover

Long term income protection

Fees

Admin fee

$117

Administration fee (%)

0.35%

Switching fee

$0

Investment fee

Indirect cost ratio (%)

0.5%

Exit fee

$0
Available
Not available
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Target Market Determination

Visit IOOF to view Target Market Determination.

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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
DIVERSIFIED FIXED INTEREST
GROWTH
AUSTRALIAN SHARES
INTERNATIONAL SHARES
CAPITAL STABLE
+ View additional option performance information

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