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IOOF Portfolio Service - Personal Superannuation

Past 5-year return
8.16%
Admin fee
$84
Calculated Fees on 50k
$1,009
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Access to over 190 managed fund investment options plus over 60 shares listed on the ASX200.
Access to Term Deposits.
Ability to track accounts online.
Ability to apply for insurance online through Financial Adviser.
IOOF Portfolio Service Personal Superannuation is designed for individuals seeking a diverse choice of managed fund investments options without having to set up their own self-managed fund. This product is closed to new members.The investment menu consists of 'Easy Choice', 'Premier Investor Choice', 'Investor Choice' and 'Direct Share Choice' options, providing members with access to an extensive range of diversified and single sector multi-manager options, as well as listed shares, exchange traded funds, term deposits and annuities. The IOOF MultiSeries 70 option outperformed the SuperRatings Index over the 1 year and 5 years to 30 June 2018.Fees are higher than the industry average across all account balances assessed; however, a reduced asset administration fee is applicable on account balances over $100K, with the dollar based member fee waived on account balances over $150K. An exit fee is applicable for withdrawals, while investment switches can be made at no cost.Members can apply for a full suite of insurance cover, including Death, Total & Permanent Disablement (TPD) and Income Protection (IP) cover. IP with a benefit period of 2 years, 5 years or to age 65, covering up to 85% of salary, is available following a 30, 60 or 90 day waiting period. Members can apply to increase cover following the occurrence of a prescribed Life Event without additional underwriting. A range of online tools, calculators and educational resources are available through the fund's website. Portfolio Online provides members with secure online access to their account, as well as the ability to generate comprehensive and consolidated reporting on their investments. Financial advice is provided by IOOF Investment Management Limited directly or through numerous adviser groups.
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Fees & fund features

Admin fee
Admin fee
$84
Administration fee (%)
Administration fee (%)
1.35%
Indirect Cost Ratio (%)
Indirect Cost Ratio (%)
0.50%
Exit fee
Exit fee
$78
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.00%
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
$84
Administration fee (%)
Administration fee (%)
1.35%
Indirect Cost Ratio (%)
Indirect Cost Ratio (%)
0.50%
Exit fee
Exit fee
$78
Financial planning service
Financial planning service
Credit cards
Credit cards
Insurance life event increases
Insurance life event increases
Investment fee
Investment fee
0.00%
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 fees vs. Industry average
Fund past-5-year return vs. Industry average
Investment allocation
Investment option performance
+ View additional option performance information
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Past 5-year return
Admin fee
Calculated Fees on 50k
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