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Most popular IOOF forms
Certificate of compliance
Change of details
Beneficiary nomination
ATO notice of intent to claim
Choice of fund
Withdrawal form
IOOF Employer Super
- Product Disclosure Statementopens in a new tab
- Product update - 30 September 2024opens in a new tab
- IOOF Employer Super Application formopens in a new tab
- Family Member Applicationopens in a new tab
- IOOF general reference guide (IOF.02)opens in a new tab
- IOOF insurance guide (IOF.03)opens in a new tab
- IOOF investment guide (IOF.01)opens in a new tab
- IOOF investment menuopens in a new tab
IOOF Personal Super
- Product Disclosure Statementopens in a new tab
- Product update - 30 September 2024opens in a new tab
- IOOF Personal Application formopens in a new tab
- IOOF general reference guide (IOF.02)opens in a new tab
- IOOF insurance guide (IOF.03)opens in a new tab
- IOOF investment guide (IOF.01)opens in a new tab
- IOOF investment menuopens in a new tab
Forms and guides
- Additional Lump Sum Contributionopens in a new tab
- Adviser detailsopens in a new tab
- Appointment of Representativeopens in a new tab
- ATO Capital gains tax cap electionopens in a new tab
- ATO Contributions for personal injury electionopens in a new tab
- ATO Contributions splitting formopens in a new tab
- ATO Departing Australia Superannuation Payment formopens in a new tab
- ATO Downsizer Contribution into superannuation formopens in a new tab
- ATO Notice of Intent to Claim a Tax Deduction formopens in a new tab
- ATO Notice of Intent to Claim a Tax Deduction guideopens in a new tab
- ATO Tax File Number declarationopens in a new tab
- Beneficiary nominationopens in a new tab
- Certificate of Complianceopens in a new tab
- Change of detailsopens in a new tab
- Choice of fundopens in a new tab
- Default insurance opt inopens in a new tab
- Direct Debit Requestopens in a new tab
- Family Fee Aggregation Applicationopens in a new tab
- Family member applicationopens in a new tab
- Fees and costs amendmentopens in a new tab
- Frozen and Illiquid investment optionsopens in a new tab
- Inactive low-balance accounts declarationopens in a new tab
- Investment Instructionsopens in a new tab
- IOOF Employer Super application formopens in a new tab
- IOOF Personal application formopens in a new tab
- IOOF Pension application formopens in a new tab
- Member Advice Feesopens in a new tab
- New Member Formopens in a new tab
- New Member Investment Authorityopens in a new tab
- Nomination of Financial Institutionopens in a new tab
- NZ Portability/KiwiSaver Transfer formopens in a new tab
- Overseas Investor Formopens in a new tab
- Politically Exposed Persons formopens in a new tab
- Protected memberopens in a new tab
- Proxy Voting Policy – Investmentopens in a new tab
- Request to Transfer – IOOF Employer and Personalopens in a new tab
- Request to Transfer – IOOF Pensionopens in a new tab
- Retirement Declaration formopens in a new tab
- Standard Transfer Formopens in a new tab
- Superannuation standard choice formopens in a new tab
- Switching Instructionsopens in a new tab
- Tax File Number Notification - Super membersopens in a new tab
- Withdrawalopens in a new tab
- Application / Change of Insurance form for IOOF Employer Superopens in a new tab
- Application / Change of Insurance form for IOOF Personal Superopens in a new tab
- Corporate Insurance Premium ratesopens in a new tab
- Default insurance opt inopens in a new tab
- Insurance application - life events and salary increaseopens in a new tab
- Insurance cancellation formopens in a new tab
- IOOF Insurance claims guide - Death Insuranceopens in a new tab
- IOOF Insurance claims guide - Income Protection Insuranceopens in a new tab
- IOOF Insurance claims guide - Terminal Illness Insuranceopens in a new tab
- IOOF Insurance claims guide - Total and Permanent Disability Insuranceopens in a new tab
- IOOF insurance guide (IOF.03)opens in a new tab
- Insurance electionopens in a new tab
- Insurance opt inopens in a new tab
- Insurance Tele Interview Request formopens in a new tab
- Occupational Duties Questionnaireopens in a new tab
- Occupation Rating Guideopens in a new tab
- Reinstate insurance and health declarationopens in a new tab
- Transfer of Retail Insurance formopens in a new tab
- Transferring your insurance coveropens in a new tab
General Investment information
MLC MultiSeries (formerly IOOF MultiSeries)
- Distribution information for the year ended 30 June 2024opens in a new tab
- End of year distribution commentary - financial year ended 30 June 2024opens in a new tab
- Announcement regarding Ad-hoc Communications and Annual Financial Reports - October 2023opens in a new tab
- Significant Event Notice regarding upcoming changes - IOOF MultiSeries portfolios - 15 September 2023opens in a new tab
- Announcement regarding Unitholder Meetings and Annual Financial Reports - 30 June 2022opens in a new tab
- AMIT product update 2019opens in a new tab
- New Zealand Election Notice - September 2016opens in a new tab
MLC MultiActive (formerly IOOF MultiMix)
- MLC MultiActive Product Disclosure Statement (excluding High Growth and Geared)opens in a new tab
- MLC MultiActive Application form (excluding High Growth and Geared)opens in a new tab
- MLC MultiActive Geared Product Disclosure Statementopens in a new tab
- MLC MultiActive Geared Product Guideopens in a new tab
- MLC MultiActive High Growth Product Disclosure Statementopens in a new tab
- MLC MultiActive High Growth Product Guideopens in a new tab
- MLC MultiActive Australian Shares Fund Profileopens in a new tab
- MLC MultiActive Balanced Fund Profileopens in a new tab
- MLC MultiActive Capital Stable Fund Profileopens in a new tab
- MLC MultiActive Cash Enhanced Fund Profileopens in a new tab
- MLC MultiActive Conservative Fund Profileopens in a new tab
- MLC MultiActive Diversified Fixed Income Fund Profileopens in a new tab
- MLC MultiActive Geared Fund Profileopens in a new tab
- MLC MultiActive Global Shares Fund Profileopens in a new tab
- MLC MultiActive Growth Fund Profileopens in a new tab
- MLC MultiActive High Growth Fund Profileopens in a new tab
- MLC MultiActive Moderate Fund Profileopens in a new tab
- MLC MultiActive Property Fund Profileopens in a new tab
- Distribution information for the year ended 30 June 2024opens in a new tab
- End of year distribution commentary - financial year ended 30 June 2024opens in a new tab
- Announcement regarding Ad-hoc Communications and Annual Financial Reports - October 2023opens in a new tab
- Significant Event Notice regarding upcoming changes - IOOF MultiMix portfolios - 15 September 2023opens in a new tab
- Announcement regarding Unitholder Meetings and Annual Financial Reports - 30 June 2022opens in a new tab
- AMIT product update 2019opens in a new tab
MLC Cash Management Trust (formerly IOOF Cash Management Trust)
Strategic Funds
- Strategic Australian Equity Fundopens in a new tab
- Strategic Cash Plus Fundopens in a new tab
- Strategic Fixed Interest Fundopens in a new tab
- Strategic Funds Additional Information Bookletopens in a new tab
- Strategic Global Property Fundopens in a new tab
- Strategic Infrastructure Fundopens in a new tab
- Strategic International Equity Fundopens in a new tab
- Strategic Sustainable Global Bond Fundopens in a new tab
- Strategic Australian Equity Fundopens in a new tab
- Strategic Cash Plus Fundopens in a new tab
- Strategic Fixed Interest Fundopens in a new tab
- Strategic Global Property Fundopens in a new tab
- Strategic Infrastructure Fundopens in a new tab
- Strategic International Equity Fundopens in a new tab
- Strategic Sustainable Global Bond Fundopens in a new tab
- Strategic Australian Equity Fundopens in a new tab
- Strategic Cash Plus Fundopens in a new tab
- Strategic Fixed Interest Fundopens in a new tab
- Strategic Global Property Fundopens in a new tab
- Strategic Infrastructure Fundopens in a new tab
- Strategic International Equity Fundopens in a new tab
- Strategic Sustainable Global Bond Fundopens in a new tab
- Announcement regarding Ad-hoc Communications and Annual Financial Reports - October 2023opens in a new tab
- Announcement regarding Unitholder Meetings and Annual Financial Reports - 30 June 2022opens in a new tab
- AMIT product update 2019opens in a new tab
- Confirmation of the Change of Responsible Entity for the Mosaic Fund - 31 March 2015opens in a new tab
- Change of Responsible Entity for the Mosaic Funds - 24 March 2015opens in a new tab
- Notice to unitholders in the Mosaic Funds of proposed change in Responsible Entity - 2 March 2015opens in a new tab
Specialist Funds
- Specialist funds management fee reduction product update - 1 July 2024opens in a new tab
- Announcement regarding Ad-hoc Communications and Annual Financial Reports - October 2023opens in a new tab
- Significant Event Notice regarding upcoming changes - Specialist Property Fund - 15 September 2023opens in a new tab
- Specialist Funds Product Update April 2023opens in a new tab
- Notification of Termination - Specialist Dynamic Allocation Fund - April 2023opens in a new tab
- Announcement regarding Unitholder Meetings and Annual Financial Reports - 30 June 2022opens in a new tab
- AMIT product update 2019opens in a new tab
- Confirmation of the Change of Responsible Entity for the Mosaic Fund - 31 March 2015opens in a new tab
- Change of Responsible Entity for the Mosaic Funds - 24 March 2015opens in a new tab
- Notice to unitholders in the Mosaic Funds of proposed change in Responsible Entity - 2 March 2015opens in a new tab
Foundation Funds
- Announcement regarding Ad-hoc Communications and Annual Financial Reports - October 2023opens in a new tab
- Announcement regarding Unitholder Meetings and Annual Financial Reports - 30 June 2022opens in a new tab
- AMIT product update 2019opens in a new tab
- Confirmation of the Change of Responsible Entity for the Mosaic Fund - 31 March 2015opens in a new tab
- Change of Responsible Entity for the Mosaic Funds - 24 March 2015opens in a new tab
- Notice to unitholders in the Mosaic Funds of proposed change in Responsible Entity - 2 March 2015opens in a new tab
- IDPS Guide (Part I and Part ll)opens in a new tab
- Investment Bookletopens in a new tab
- IISL Investor statements control report - 30 June 2024opens in a new tab
- IISL Investor statements review report - 30 June 2024opens in a new tab
- IISL Investor statements review report - 30 June 2023opens in a new tab
- IISL Investor statements control report - 30 June 2023opens in a new tab
- AMIT product update 2019opens in a new tab
- AvWrap Retirement Service (Rhythm Super) - 30 June 2024
- IOOF Balanced Investor Trustopens in a new tab
- IOOF Income Trustopens in a new tab
- IOOF Portfolio Service Superannuation Fund - Fund Information Report 2024opens in a new tab
- MLC MultiActive Trustsopens in a new tab
- MLC MultiSeries Trustsopens in a new tab