IOOF Personal Super

Not only can you choose from more than 300 managed investments, but you can also choose to invest in listed investments (shares) and a variety of term deposits.

You can choose from:

• ready-made portfolios
• more than 300 managed funds
• ASX 300 listed securities and exchange traded funds
• a range of term deposit and annuity interest rates

As well as effective and simple group insurance from TAL, you can also choose more tailored retail insurance from three high-quality, independent insurers:

• AIA Australia Priority Protection
• TAL Accelerated Protection
• Zurich Wealth Protection

Flexible insurance options are available in super, out of super or a mixture of both, including death, total & permanent disablement and income protection.

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This helps limit the amount of administration fees you pay by using family fee aggregation.

Family fee aggregation is available to your immediate family members (spouse, son, daughter, partner, father, mother, brother, sister, grandparents) and the spouses of immediate family members.

You can take your IOOF Personal Super account from job to job and then seamlessly transfer to IOOF Pension without selling down assets and incurring capital gains tax and other transfer costs.

We’ve worked hard to make our operations very efficient so we can offer fair and competitive fees. Our fee structure is competitive and completely transparent – with no hidden fees. All fees are paid from your cash account, so it’s easy for you to see exactly what is being charged at any time.

Achieving your goals is easier with the right advice. If you don’t have a financial adviser we can put you in touch with one. This could be for simple, single topic advice about super or a more comprehensive financial plan.