|
|
|
|
Rebate Offer
|
4.0% (100%)
|
|
Minimum Initial Investment
|
$10,000
|
|
Expected Close Date
|
Ongoing
|
| Product Disclosure Statement |  Download Product Disclosure Statement (PDS) |
|
|
The IOOF Pursuit Core Allocated Pension offers an easy and convenient way to turn part or all of your superannuation savings into a regular income stream in retirement. IOOF recognises retirement planning as one of the most important decisions for investors, and offers a retirement solution that can be tailored to suit the investor’s individual needs.
100% entry fee rebate
Invest in the IOOF Pursuit Core suite of products with 2020 DIRECTINVEST for 100% rebate of the 4% entry fee. This includes any initial investment, rollovers, additional and regular contributions.
Existing investor?
Existing investors can also receive 100% entry fee rebate on IOOF Pursuit Core products - without needing to change or sell down your investments. Complete the one page Fund Broker Nomination Form.
Key features:
- Flexible benefit payment options
- Transparent fees
- Service and support
- Comprehensive and consolidated reporting
- Managed funds that are easy to access
- Simple and competitive pricing structure
IOOF Pursuit Core Allocated Pension can help you control, manage and maximise your superannuation savings in retirement. Pursuit Core Allocated Pension can provide a retirement income stream that provides you with flexible and regular pension payments each year from your super savings as well as providing you with full access to your capital.
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 4.0% entry fee on investments in the IOOF Pursuit Core platform as additional units. 2020 DIRECTINVEST may receive a trailing commission of up to 0.60% pa. This trailing commission is paid by the fund manager and is NOT an additional charge to the investor. |
| Download Product Disclosure Statement (PDS) |
|
|
|
|