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Home / Super funds / IOOF Portfolio Service Super Fund

IOOF Portfolio Service Super Fund

June 10, 2020 by

This is a SuperGuide profile of IOOF, including information about its members, value of assets under management, contact details, and administration details (such as ABN).

This profile is factual information and is not an advertisement or recommendation for IOOF.

IOOF overview

IOOF is a Public offer Retail fund.

IOOF has 2,368 investment options, 1 MySuper products authorised and 11% of its total assets are invested in a default or MySuper strategy.

  • Learn more about the different types of super funds
  • Learn more about MySuper funds.

Of the 150 funds that provided asset data, IOOF ranks 19 largest in terms of total assets under management, which are valued at approximately $29.7 billion.

Of the 150 funds that provided member data, IOOF ranks 19 largest, with 301,878 members.

Continue reading to find out more about IOOF.

  • Awards won by IOOF
  • IOOF member profile
  • IOOF ABN, USI and SPIN numbers
  • IOOF administration details
  • IOOF contact details

Note: N/A means this information is not available.


Important: This profile does not include fund performance because APRA only provides this on a fund-level, and not for a specific investment option. If you are interested in the top-performing funds, see the following SuperGuide articles:

  • Best performing super funds: All Growth category (96–100%)
  • Best performing super funds: High Growth category (81–95%)
  • Best performing super funds: Growth category (61–80%)
  • Best performing super funds: Balanced category (41–60%)
  • Best performing super funds: Conservative category (21–40%)

If your super fund is not listed in the top 10, check where it appears in our super fund rankings:

  • Super fund rankings: All Growth category (96–100%)
  • Super fund rankings: High Growth category (81–95%)
  • Super fund rankings: Growth category (61–80%)
  • Super fund rankings: Balanced category (41–60%)
  • Super fund rankings: Conservative category (21–40%)

Awards won by IOOF

In recent years IOOF has won the following awards:

  • 2021: Best Australian Shares Super Product (Money magazine)

IOOF member profile

IOOF has 301,878 members, which ranks it at number 19 largest of 150 funds.

In the 2019 financial year, the number of IOOF members changed by -6%, which places them at 100 of 150 funds in terms of growth.

In the charts below you can see the age and gender breakdown for IOOF fund membership and how that compares across all super funds.

IOOF member age overview (male)

Source: APRA. Data contained in these chart as at 30 June 2019

IOOF member age overview (female)

Source: APRA. Data contained in these chart as at 30 June 2019

In the chart below you can discover the member balances for IOOF members, and how that compares across all super funds.

The average member account balance for IOOF is $97,000.

IOOF member account balances overview

Data contained in these chart as at 30 June 2019

IOOF ABN

The IOOF ABN number is 70815369818.

IOOF USI

The IOOF USI is SMF0126AU.

IOOF SPIN

The IOOF SPIN is SMF0126AU.

IOOF administration details

Below you can find the administration details for IOOF including whether the super fund is open to the general public (Public offer) or not (Non public offer) and how IOOF is structured. You can also learn how their expenses ratio compares to other super funds, as well as the gender ratio and remuneration of their board directors.

Fund's RSE licensee I.O.O.F. Investment Management Limited
Public offer statusPublic offer
Fund typeRetail
Year Started 1846
RSE licensee ownership typeFinancial services corporation ownership
RSE licensee profit statusFor profit status
RSE licensee board structureNon equal representation
RSE licensee balance date 02/12/2020
Investment expenses ratio 0% (average is 0.19%)
Operating expenses ratio 0.7% (average is 1.07%)
Number (and percentage) of female directors 2 (40% - average is 38%)
Number (and percentage) of male directors 3 (60% - average is 62%)
Total remuneration of directors on trustee board $138,000 (average is $441,000)
Average remuneration of directors on trustee board $28,000 (average is $59,000)

Sources: APRA and publicly available information. Data contained in this table as of 30 June 2019

IOOF contact details

Below you can find contact details for IOOF including website, email and physical address as well as social media accounts if they are available.

Address

GPO Box 264

Melbourne

VIC

3001

Phone number 1800333500
Fax number (03) 6215 5933
Email address employersuper@ioof.com.au
Website www.ioof.com.au/
Social media accounts
  •   LinkedIn

Articles mentioning IOOF Portfolio Service Super Fund

Best performing super funds: Growth category (61–80%)

January 19, 2021

Super funds of the year awards: Best super funds for 2020/21

December 9, 2020

Best performing super funds: High Growth category (81–95%)

August 4, 2020

Best performing super funds: Balanced category (41–60%)

August 4, 2020

Best performing super funds: Conservative category (21–40%)

August 4, 2020

Copyright text: All explanatory text is the copyright of SuperGuide Pty Ltd. All data information is the copyright of Australian Prudential Regulation Authority (APRA). All data information is licensed under the Creative Commons Attribution 3.0 Australia Licence (CCBY 3.0).

Please see APRA Disclaimer, Important notice, Explanatory notes and Glossary

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In retirement
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