Personal Superannuation - IOOF Portfolio online > Login

How can I get started
Step-by-step guide to opening your IOOF Portfolio Service Personal
Superannuation account
Once you have read the PDS and discussed your investment strategy with your financial adviser (if applicable), you are ready to
set up your IOOF Portfolio Service Personal Superannuation account.
How to set up your account
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Complete the Application (Form A) and all other forms that are relevant to you.
Make your cheque payable to:
‘IOOF IPS – applicant’s full name and/or account number’
For example, if your name is Robert Brown, your cheque should be made payable as follows:
IOOF IPS – Robert Brown
If you have completed one or more Request to transfer a superannuation benefit form(s) (Form D), attach the
signed original(s) and your certified proof of identity to the application.
Attach your cheque to your Application (Form A), and post the Application and all other completed forms to
the following address:
IOOF Portfolio Service
Reply Paid 264
Melbourne, VIC 8060
We will send you a welcome letter, normally within seven business days of joining, confirming your personal details and
investment instructions.
Bpay® details
Once your account has been set up you can make additional contributions using Bpay®.
How to use Bpay®
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Through your nominated financial institution’s telephone or internet banking service, choose the Bpay® option.
Enter the relevant Biller Code for the type of contribution you wish to make:
• Personal contribution 172320
• Spouse contribution 172338
• Salary sacrifice 212944
• Superannuation guarantee 172304
• Other employer contributions 172296
Enter the Customer Reference Number (CRN) for your account and the contribution amount.
A CRN will be allocated to you upon your joining IOOF Portfolio Service Personal Superannuation and will be
communicated to you in your welcome letter.
Record the receipt number provided for your transaction. Please keep this for your personal records.
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