Past 5-year return
New fundAdmin fee
$117Calculated Fees on 50k
$542Extensive Investment menu, fee discounts, competitive insurance.
Clearing house facility available to eligible employers.
Online access to update account details, trade in equities and switch managed funds.
Ability to maintain membership regardless of work status.
Dedicated account manager for large employer groups.
IOOF Employer Super is a Division of the IOOF Portfolio Service Superannuation Fund and is a lifetime portable super solution that provides members with extensive choice and flexible features. The fund's MySuper offering comprises a single diversified investment option, the IOOF Balanced Investor Trust. The IOOF Balanced Investor Trust underperformed the SuperRatings Index over the year to 30 June 2017. Choice members have access to a comprehensive investment menu, including ready-made portfolios, managed funds, direct share and term deposits.A full suite of insurance cover is available including Death, Total & Permanent Disablement (TPD) and Income Protection (IP) insurance, with eligible members automatically provided with Default Cover or Customise Cover as nominated by the employer. Income Protection (IP) cover is available up to a maximum of 75% of Declared Earned Income plus up to 10% super contributions, with benefit payment periods of 2 years, 5 years and to age 65 and a choice of 3 waiting periods. A range of online tools, calculators and educational resources are available through the fund's website. IOOF Online allows members to view and update account details, as well as perform transactions, including switching investments and buying and selling listed and managed investments. Members have access to financial advice provided by IOOF Investment Management Limited directly or through numerous adviser groups.
Fees & fund features
Admin fee | Admin fee $117 |
|---|---|
Exit fee | Exit fee $75 |
Financial planning service | Financial planning service |
Credit cards | Credit cards |
Insurance life event increases | Insurance life event increases |
Investment fee | Investment fee 0.50% |
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 $117 |
|---|---|
Exit fee | Exit fee $75 |
Financial planning service | Financial planning service |
Credit cards | Credit cards |
Insurance life event increases | Insurance life event increases |
Investment fee | Investment fee 0.50% |
|---|---|
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 past-5-year return vs. Industry average
Investment allocation
+ View additional option performance information
Company | Product | Past 5-year return | Admin fee | Past 5-year return | Calculated Fees on 50k | Features | SuperRatings awards | Go To Site |
|---|---|---|---|---|---|---|---|---|
 | Past 5-year return 10.47% | Admin fee $84 | Past 5-year return 10.47% | Calculated Fees on 50k $1,009 | Features Advisory services Death insurance Income protection Online access Term deposits Variety of options | SuperRatings awards  | Compare | |
| Past 5-year return 10.47% | Admin fee $0 | Past 5-year return 10.47% | Calculated Fees on 50k $950 | Features Advisory services Death insurance Income protection Online access Term deposits Variety of options | SuperRatings awards  | Compare | |
| Past 5-year return 10.47% | Admin fee $0 | Past 5-year return 10.47% | Calculated Fees on 50k $420 | Features Advisory services Death insurance Income protection Online access Term deposits Variety of options | SuperRatings awards | Compare | |
| Past 5-year return 10.47% | Admin fee $480 | Past 5-year return 10.47% | Calculated Fees on 50k $730 | Features Advisory services Death insurance Income protection Online access Term deposits Variety of options | SuperRatings awards | Compare | |
| Past 5-year return 9.52% | Admin fee $53 | Past 5-year return 9.52% | Calculated Fees on 50k $1,181 | Features Advisory services Death insurance Income protection Online access Term deposits Variety of options | SuperRatings awards | Compare | |
| Past 5-year return 9.52% | Admin fee $53 | Past 5-year return 9.52% | Calculated Fees on 50k $1,181 | Features Advisory services Death insurance Income protection Online access Term deposits Variety of options | SuperRatings awards | Compare | |
| Past 5-year return 9.52% | Admin fee $182 | Past 5-year return 9.52% | Calculated Fees on 50k $1,132 | Features Advisory services Death insurance Income protection Online access Term deposits Variety of options | SuperRatings awards | Compare | |
| Past 5-year return 9.52% | Admin fee $182 | Past 5-year return 9.52% | Calculated Fees on 50k $1,132 | Features Advisory services Death insurance Income protection Online access Term deposits Variety of options | SuperRatings awards | Compare | |
| Past 5-year return New fund | Admin fee $117 | Past 5-year return New fund | Calculated Fees on 50k $542 | Features Advisory services Death insurance Income protection Online access Term deposits Variety of options | SuperRatings awards  | Compare |
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