The Finance Algorithm

IOOF Portfolio Service Superannuation Fund

IOOF MySuper

APRA reports IOOF MySuper's returns before tax, so they cannot be compared with other products. It charged $490 a year in total fees on a $50,000 balance (median $410), 42nd lowest of 50, and passed APRA's 2026 performance test.

Passed2026Single strategy
10-year return, after fees
-

Reported before tax, so not comparable.

Fees on $50,000
$490median $410
Members' accounts
61,420
Assets
$5.1 billion
Growth assets
74%

Returns a year, against the MySuper median

After fees and tax, for a $50,000 member, to 30 June 2026.

APRA notes that this product's net investment returns are reported gross of tax and are not comparable to other products.

Fees at each balance, against the median

Total fees and costs a year, as a share of the balance and in dollars.

IOOF MySuperMySuper median
  1. $10,0001.51% $1511.23% $123
  2. $25,0001.11% $2780.91% $228
  3. $50,0000.98% $4900.82% $410
  4. $100,0000.91% $9100.77% $770
  5. $250,0000.87% $2,1750.75% $1,875

What a $50,000 member earned, after fees and tax

APRA notes that this product's net investment returns are reported gross of tax and are not comparable to other products.

A year overThis productMySuper medianDifferenceAgainst its benchmark
3 years10.02%9.93%-down 0.03
5 years6.87%6.90%-up 0.87
7 years7.04%7.42%-up 0.66
10 years7.33%8.03%-up 0.40

Differences are in percentage points a year. "Against its benchmark" compares the return before administration fees with APRA's benchmark portfolio built from this product's own mix of assets: above zero means its investment choices added value.

What it charges at five balances

BalanceAdministrationTotal fees and costsMySuper median total
$10,000$890.89%$1511.51%$123
$25,000$1230.49%$2781.11%$228
$50,000$1800.36%$4900.98%$410
$100,000$2900.29%$9100.91%$770
$250,000$6250.25%$2,1750.87%$1,875

A year, as APRA calculated them for 2026. Total fees and costs add investment and transaction costs to administration; insurance premiums are not included.

IOOF MySuper passed in 2026, 2025 and 2024

  1. 2026Passed
  2. 2025Passed
  3. 2024Passed

Its 2026 test measure, among all 49 MySuper products measured

IOOF MySuper, +0.28%: 24th highest of 49Every other MySuper product with a measure

The further right, the more a product beat the benchmark built from its own investments. Hover or tap a dot for its name.

Met APRA's benchmark. Its 2026 test measure was +0.28% a year over 10 years: its return against APRA's benchmark, adjusted for how its administration fees compare. -0.50% or lower fails.

Earlier years match on fund and product name, so a product that has been renamed shows no earlier result. Every 2026 result.

About this product

Fund
IOOF Portfolio Service Superannuation Fund
Trustee
I.O.O.F. Investment Management Limited
Type
Generic MySuper
Offer
Public offer
APRA's product name
IOOF MySuper

APRA does not publish fund websites or disclosure documents. Your annual statement and the fund's product disclosure statement have the full fee and insurance details.

Questions about IOOF MySuper

Did IOOF MySuper pass the 2026 performance test?
IOOF MySuper passed APRA's 2026 performance test, with a test measure of +0.28% a year against a fail line of -0.50%. Earlier results: 2024 passed, 2025 passed.
What are IOOF MySuper's fees?
APRA's 2026 figures put its total fees and costs at $151 a year on $10,000, $278 a year on $25,000, $490 a year on $50,000, $910 a year on $100,000 and $2,175 a year on $250,000. Administration fees are $180 of the $490 on $50,000. Insurance premiums are extra.
What has IOOF MySuper returned?
APRA notes that this product's net investment returns are reported gross of tax and are not comparable to other products. Its fees and performance test result are still comparable.
About this data

Source: Australian Prudential Regulation Authority (APRA), Comprehensive Product Performance Package 2026: data to 30 June 2026, published 28 August 2026. Licensed under CC BY 4.0 and normalised by The Finance Algorithm, which shows APRA's figures as percentages and dollars a year. APRA has not reviewed or endorsed this page.

General information only, not financial advice. Past performance is not a reliable indicator of future returns. Check your fund's product disclosure statement and your annual statement before you act, and consider whether advice suits your situation.