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IOOF Portfolio Service Superannuation Fund

This is a SuperGuide profile of IOOF Portfolio Service Superannuation Fund, including fund performance, value of assets under management, contact details, and administration details (such as ABN and USI).

This profile is factual information and is not an advertisement or recommendation for IOOF Portfolio Service Superannuation Fund. View other super fund guides.

IOOF Portfolio Service Superannuation Fund overview

IOOF Portfolio Service Superannuation Fund is a Public offer Retail fund.

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

IOOF Portfolio Service Superannuation Fund ranks 15 in terms of total member benefits, which are valued at approximately $63.98 billion.

In terms of members, IOOF Portfolio Service Superannuation Fund ranks 15, with 278,446 members. In the 2024 financial year, the number of IOOF Portfolio Service Superannuation Fund members changed by 34%, which places them at 8 of 95 funds in terms of growth.


IOOF Portfolio Service Superannuation Fund ABN

The IOOF Portfolio Service Superannuation Fund ABN number is 70815369818.

IOOF Portfolio Service Superannuation Fund USI

The IOOF Portfolio Service Superannuation Fund USI is SMF0126AU.

Note: A USI (Unique Superannuation Identifier) helps you or your employer know you are paying super contributions into the correct super fund.

IOOF Portfolio Service Superannuation Fund super investment options

Default option (MySuper)

Growth assets

IOOF Balanced Investor Trust IOOF Balanced Investor Trust growth asset 70%

Strategy type Single strategy
Percentage of growth assets 70%
Investment category Growth

Fees

Admin fee fixed Admin fee % Admin fee cap General reserves Investment fees and costs Transaction costs
$90 0.35% 0.03% 0.55% 0.07%

Fee comparison is only available to SuperGuide members.

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Performance

Fund performance is only available to SuperGuide members.

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Other multi-sector super investment options

Growth assets

MLC MultiActive Geared MLC MultiActive Geared growth asset 128%

Percentage of growth assets 128%
Investment category All growth

Fees

Admin fee fixed Admin fee % Admin fee cap General reserves Investment fees and costs Transaction costs
$90 0.35% $2,500 0.55% 0.07%

Fee comparison is only available to SuperGuide members.

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MLC MultiActive High Growth MLC MultiActive High Growth growth asset 97%

Percentage of growth assets 97%
Investment category All growth

Fees

Admin fee fixed Admin fee % Admin fee cap General reserves Investment fees and costs Transaction costs
$90 0.35% 0.55% 0.07%

Fee comparison is only available to SuperGuide members.

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MLC MultiActive Growth MLC MultiActive Growth growth asset 90%

Percentage of growth assets 90%
Investment category High growth

Fees

Admin fee fixed Admin fee % Admin fee cap General reserves Investment fees and costs Transaction costs
$90 0.35% 0.55% 0.07%

Fee comparison is only available to SuperGuide members.

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MultiActive Balanced MultiActive Balanced growth asset 72%

Percentage of growth assets 72%
Investment category Growth

Fees

Admin fee fixed Admin fee % Admin fee cap General reserves Investment fees and costs Transaction costs
$90 0.35% 0.55% 0.07%

Fee comparison is only available to SuperGuide members.

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MLC MultiActive Moderate MLC MultiActive Moderate growth asset 55%

Percentage of growth assets 55%
Investment category Balanced

Fees

Admin fee fixed Admin fee % Admin fee cap General reserves Investment fees and costs Transaction costs
$90 0.35% 0.55% 0.07%

Fee comparison is only available to SuperGuide members.

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MLC MultiActive Conservative MLC MultiActive Conservative growth asset 30%

Percentage of growth assets 30%
Investment category Conservative

Fees

Admin fee fixed Admin fee % Admin fee cap General reserves Investment fees and costs Transaction costs
$90 0.35% 0.55% 0.07%

Fee comparison is only available to SuperGuide members.

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MLC MultiActive Balanced

Fees

Admin fee fixed Admin fee % Admin fee cap General reserves Investment fees and costs Transaction costs
$90 0.35% 0.55% 0.07%

Fee comparison is only available to SuperGuide members.

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MLC MultiActive Capital Stable

Fees

Admin fee fixed Admin fee % Admin fee cap General reserves Investment fees and costs Transaction costs
$90 0.35% 0.55% 0.07%

Fee comparison is only available to SuperGuide members.

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MultiActive Conservative

Fees

Admin fee fixed Admin fee % Admin fee cap General reserves Investment fees and costs Transaction costs
$90 0.35% 0.55% 0.07%

Fee comparison is only available to SuperGuide members.

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MultiActive Moderate

Fees

Admin fee fixed Admin fee % Admin fee cap General reserves Investment fees and costs Transaction costs
$90 0.35% 0.55% 0.07%

Fee comparison is only available to SuperGuide members.

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Other single sector super investment options

MLC MultiActive Australian Shares

Fees

Admin fee fixed Admin fee % Admin fee cap General reserves Investment fees and costs Transaction costs
$90 0.35% 0.55% 0.07%

Fee comparison is only available to SuperGuide members.

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MLC MultiActive Cash Enhanced

Fees

Admin fee fixed Admin fee % Admin fee cap General reserves Investment fees and costs Transaction costs
$90 0.35% 0.55% 0.07%

Fee comparison is only available to SuperGuide members.

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MLC MultiActive Diversified Fixed Income

Fees

Admin fee fixed Admin fee % Admin fee cap General reserves Investment fees and costs Transaction costs
$90 0.35% 0.55% 0.07%

Fee comparison is only available to SuperGuide members.

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MLC MultiActive Global Shares

Fees

Admin fee fixed Admin fee % Admin fee cap General reserves Investment fees and costs Transaction costs
$90 0.35% 0.55% 0.07%

Fee comparison is only available to SuperGuide members.

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MLC MultiActive Property

Fees

Admin fee fixed Admin fee % Admin fee cap General reserves Investment fees and costs Transaction costs
$90 0.35% 0.55% 0.07%

Fee comparison is only available to SuperGuide members.

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Offers DIY investments

IOOF Portfolio Service Superannuation Fund members can also invest their super in specific shares, ETFs and other direct investments.

Offers TTR pension

IOOF Portfolio Service Superannuation Fund also offers transition-to-retirement (TTR) pension investment options.

IOOF Portfolio Service Superannuation Fund pension investment options

Multi-sector pension investment options

Growth assets

MLC MultiActive Geared MLC MultiActive Geared growth asset 128%

Percentage of growth assets 128%
Investment category All growth

Fees

Admin fee fixed Admin fee % Admin fee cap General reserves Investment fees and costs Transaction costs
$150 0.35% 0 0.06%

Fee comparison is only available to SuperGuide members.

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MLC MultiActive High Growth MLC MultiActive High Growth growth asset 97%

Percentage of growth assets 97%
Investment category All growth

Fees

Admin fee fixed Admin fee % Admin fee cap General reserves Investment fees and costs Transaction costs
$150 0.35% 0 0.08%

Fee comparison is only available to SuperGuide members.

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MLC MultiActive Growth MLC MultiActive Growth growth asset 90%

Percentage of growth assets 90%
Investment category High growth

Fees

Admin fee fixed Admin fee % Admin fee cap General reserves Investment fees and costs Transaction costs
$150 0.35% 0 0.1%

Fee comparison is only available to SuperGuide members.

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MLC MultiActive Balanced MLC MultiActive Balanced growth asset 72%

Percentage of growth assets 72%
Investment category Growth

Fees

Admin fee fixed Admin fee % Admin fee cap General reserves Investment fees and costs Transaction costs
$150 0.35% 0 0.09%

Fee comparison is only available to SuperGuide members.

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MLC MultiActive Moderate MLC MultiActive Moderate growth asset 55%

Percentage of growth assets 55%
Investment category Balanced

Fees

Admin fee fixed Admin fee % Admin fee cap General reserves Investment fees and costs Transaction costs
$150 0.35% 0 0.07%

Fee comparison is only available to SuperGuide members.

Learn more

MLC MultiActive Conservative MLC MultiActive Conservative growth asset 30%

Percentage of growth assets 30%
Investment category Conservative

Fees

Admin fee fixed Admin fee % Admin fee cap General reserves Investment fees and costs Transaction costs
$150 0.35% 0 0.06%

Fee comparison is only available to SuperGuide members.

Learn more

MLC MultiActive Capital Stable

Fees

Admin fee fixed Admin fee % Admin fee cap General reserves Investment fees and costs Transaction costs
$150 0.35% 0 0.04%

Fee comparison is only available to SuperGuide members.

Learn more

Single sector pension investment options

MLC MultiActive Australian Shares

Fees

Admin fee fixed Admin fee % Admin fee cap General reserves Investment fees and costs Transaction costs
$150 0.35% 0 0.09%

Fee comparison is only available to SuperGuide members.

Learn more

MLC MultiActive Cash Enhanced

Fees

Admin fee fixed Admin fee % Admin fee cap General reserves Investment fees and costs Transaction costs
$150 0.35% 0 0

Fee comparison is only available to SuperGuide members.

Learn more

MLC MultiActive Diversified Fixed Income

Fees

Admin fee fixed Admin fee % Admin fee cap General reserves Investment fees and costs Transaction costs
$150 0.35% 0 0.03%

Fee comparison is only available to SuperGuide members.

Learn more

MLC MultiActive Global Shares

Fees

Admin fee fixed Admin fee % Admin fee cap General reserves Investment fees and costs Transaction costs
$150 0.35% 0 0.19%

Fee comparison is only available to SuperGuide members.

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MLC MultiActive Property

Fees

Admin fee fixed Admin fee % Admin fee cap General reserves Investment fees and costs Transaction costs
$150 0.35% 0 0.08%

Fee comparison is only available to SuperGuide members.

Learn more

See also our features on the best performing pension funds .

If your fund is not listed as a top performer, check where it appears in our pension fund rankings.

IOOF Portfolio Service Superannuation Fund insurance

IOOF Portfolio Service Superannuation Fund provides the following types of insurance:

  • Life insurance (death cover)
  • Total and permanent disablement (TPD) cover
  • Income protection cover

Learn more about insurance through your super fund.

IOOF Portfolio Service Superannuation Fund administration details

Below you can find the administration details for IOOF Portfolio Service Superannuation Fund including whether the super fund is open to the general public (Public offer) or not (Non public offer) and how IOOF Portfolio Service Superannuation Fund 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 status Public offer
Fund type Retail
RSE licensee ownership type Non equal representation
RSE licensee profit status For profit status
RSE licensee board structure Financial services corporation ownership
RSE licensee balance date 6/30/2024
Operating expenses ratio 0.4% (average is 0.49%)
Number (and percentage) of female directors 3 (60%% – average is 40.7%)
Number (and percentage) of male directors 3 (40%% – average is 59.3%)
Total remuneration of directors on trustee board $470,000 (average is $743,412)
Average remuneration of directors on trustee board $78,000 (average is $102,069)

Sources: APRA and publicly available information. Data contained in this table as of 30 June 2024

IOOF Portfolio Service Superannuation Fund contact details

Below you can find contact details for IOOF Portfolio Service Superannuation Fund 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 1800 913 118
Website www.ioof.com.au/en/superannuation
Social media accounts

Articles mentioning IOOF Portfolio Service Superannuation Fund

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