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Product Disclosure Document - eXpand

Product Disclosure StatementDated 1 July 2021 Issuer IOOF Investment Management Limited ABN 53 006 695 021, AFS Licence No. 517 124 > Product Disclosure Statement (PDS) has been prepared and issued by IOOF Investment Management Limited (IIML) ABN 53 006 695 021, AFS Licence No. 230524. IIML is the Trustee of the IOOF Portfolio Service Superannuation Fund (Fund), ABN 70 815 369 818. eXpand consists of eXpand Super, eXpand Pension and eXpand Pension Term Allocated Pension which are superannuation and pension products forming part of the Fund.

eXpand ension Product Disclosure Statement i This PDS is a summary of significant information you need to help you decide whether eXpand Pension will meet your needs. It includes references to additional important information contained in the eXpand General Reference Guide (General Reference Guide ), the eXpand Investment Menu (Investment Menu), and the

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Product Disclosure Statement - eXpand

www.myexpand.com.au

Super, eXpand Pension and eXpand Investment accounts (conditions apply) including your own and those of immediate family members, which may reduce the Administration Fee payable. • Switchability: Allows you to move between eXpand Super and eXpand Pension without selling down your assets or realising capital gains tax. 4. Risks of super

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Advice Fees - eXpand

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nsurance in superannuation strategy I ithdrawal advice.W. eXpand | Advice fees 3 Section B – Advice Fee – Ongoing. Note: Please note this fee cannot be offered in conjunction with a fixed term arrangement. The available fee options are: (a) Percentage based fee options – flat percentage . or.

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Beneficiary Nomination unless I provide new Beneficiary Nomination Instructions (applicable to revocation only). • it is my responsibility to inform my nominated Dependants that I have provided their personal information to the Trustee. and to refer them to the Trustee’s privacy policy. • if I do not have a valid Beneficiary Nomination in ...

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This Product Disclosure Statement (PDS) has been prepared and issued by IOOF Investment Management Limited (IIML) ABN 53 006 695 021, AFS Licence No. 230524. IIML is the Trustee of the IOOF Portfolio Service Superannuation Fund (Fund), ABN 70 815 369 818. eXpand consists of eXpand Super and eXpand Pension which are superannuation

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