IOOF Portfolio Service - Personal Superannuation

Compare
Past 5-year return
10.47%
Admin fee
$84
Calculated Fees on 50k
$1,009
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, term deposits and annuities. The IOOF MultiSeries 70 option outperformed the SuperRatings Index over the 5 years to 30 June 2017. Fees are higher than the industry average across all account balances assessed; however, a reduced 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.A full suite of insurance cover is available, including Death, Total & Permanent Disablement (TPD) and Income Protection (IP) cover. 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. 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.

Fees & fund features

Admin fee
Admin fee
$84
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
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
Compare your product with the big 4 banks, or add more products to compare
As seen on