IOOF Essential Super
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/106582-2022-08-06-02:30.pdf |
FUND MANAGER | |
ASX Code | |
APIR | USI SMF0126AU . |
ASSET CLASS | PLATFORMS (SUPER & PENSIONS) |
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CURRENCY MANAGEMENT | |
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Benefits
Benefits | Benefits of investing with IOOF Essential Super • A true lifetime super solution: You can take your IOOF Essential Super from job to job and through to retirement. • Range of investment options: Choose from a range of multi-manager investment options which provide you access to a spread of different asset classes designed to meet particular investment objectives. • Easy investment maintenance: Simple regular contribution, flexible investment instruction options and income distribution options. • Comprehensive insurance options: You can select from Death Cover (including Terminal Illness), Death and Total & Permanent Disablement (TPD) Cover and Income Protection Cover in group and/or retail insurance options (subject to meeting eligibility requirements and underwriting). • Cash Account: Records all transactions. A minimum of one per cent of your account balance is to be held in your Cash Account and can be increased to suit your needs. • IOOF Online secure access: Access your account online, 24 hours a day, seven days a week with a single sign-on to access multiple accounts using the same email address. • Switchability: Allows you to move between IOOF Essential Super and IOOF Essential Pension without selling down your assets or realising capital gains tax. |
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INVESTOR SUITABILITY |
Risks
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Detail |
Key Features
IOOF Essential Super offers a range of multi-manager investment options, which provide you with access to a spread of different asset classes designed to meet particular investment objectives. Multi-manager investment options simplify the investment selection process by combining the ‘best of breed’ manager blends to suit your investment objectives. The investment options available vary in level of risk, investment objectives (goals), strategies (ways of achieving those goals) and types of assets in which investments are made. This allows you to invest in a range of investment options which may be diversified across different asset classes, fund managers and investment styles. Insurance You can choose to purchase insurance either through the group life and income protection insurance policies or via a separate retail insurance policy. Either way, this can be achieved tax-effectively by paying the premiums for the life insurance you need with pre-tax dollars through your super account. Before deciding whether to hold insurance through IOOF Essential Super, you should read the Insurance Guide, available on our website (www.ioof.com.au). |