Transcription of Product Disclosure Statement - eXpand
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Product Disclosure Statement - eXpand
1 July 20211 Issuer IOOF Investment Management Limited ABN 53 006 695 021, AFS Licence No. 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 and pension products forming part of the Fund. The terms our , we , us and Trustee in this PDS refer to About eXpand Super 12. How super works 23.
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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