Returns to June 30 2021

Investment Option 1 Year 3 Year 5 Year
IOOF MultiSeries 30 7.58% 6.07% -
Median 7.90% 4.60% -
IOOF MultiSeries 30 VS Median -0.32% 1.47% -
IOOF MultiSeries 70* 16.78% 8.79% 8.94%
Median 18.00% 7.90% 8.80%
IOOF MultiSeries 70* VS Median -1.22% 0.89% 0.14%
IOOF MultiSeries 90 21.03% 9.37% -
Median 22.40% 9.20% -
IOOF MultiSeries 90 VS Median -1.37% 0.17% -

Fees**

Investment Option Flat Fee Percentage Based Fee Fee Based on 50k
IOOF MultiSeries 30 117 0.89% $445.8
IOOF MultiSeries 70 117 1.02% $510.15
IOOF MultiSeries 90 117 1.06% $529.95

*Please note, this is not the default investment option for this fund.

**These fees are based on a $50,000 balance with $500 invested in the Cash Account

Insurance Rating

0 /100
OmniLife

Fund Information

ABN: 70 815 369 818

USI: SMF0126AU

Address: IOOF Personal Super, Reply Paid 264, Melbourne VIC 8060

Speak To An Advisor

Review My Super can review every Super Fund in Australia and can help you understand what YOUR money is doing for YOU

* all fields required
How can we help? *

IOOF Personal Super Review

When Reviewing Super funds like IOOF Personal Super it’s a good idea to learn more about choosing a super fund. Consider the following:

Firstly, are you invested in the right risk profile? This is essentially the amount of risk you’re willing to take to achieve your desired investment return. High Growth investments will achieve the highest returns over the long run, and also carry the highest risk of loss in any one year. 

Secondly, what to do about the insurance in your super? Most funds will come with a default amount of insurance cover for instance. For some people this will be very insufficient and for others it will be too much, for example. Therefore, tailoring your cover to your own circumstances is key.

Thirdly, what are the different ways you can contribute to super? Understanding contributions like salary sacrifice and the government co-contribution can help you make the most of your super.

Fourthly, and most importantly, make sure you review IOOF Pursuit Focus Personal Super against other super funds under the ‘Fund Profiles’ tab and check out the top super funds, to see who the leaders are.

In addition, If you would like to speak to someone for some guidance when reviewing your super, then please fill in the ‘Speak To An Advisor’ form above and an advisor will be in touch to see how they can assist you.

In conclusion, understanding the key elements of super, conducting the appropriate research and seeking the best advice will help with choosing the best fund.

Frequently Asked Questions

Is IOOF Personal Super an Industry Fund?

No, IOOF Personal Super is a retail fund

Who Owns IOOF Personal Super?

IOOF Personal Super is owned by IOOF

Can Anyone Join IOOF Personal Super?

Yes, anyone can join IOOF Personal Super

0 0 Reviews
How would you rate
0 0 Reviews
Service
0 0 Reviews
Performance
0 0 Reviews
Fees
0 0 Reviews
Insurance
0 0 Reviews
Transparency
0 Reviews
Inline Feedbacks
View all review
IOOF Personal Super
0
Would love your thoughts, please review.x
Share the joy
  •  
  •  
  •  
  •  
  •  
  •  
  •