User guide for online transactions
Contents
1. eens ii Sexe Lorrie oe ia reais iii aaa i i iia 1E ee Mi ihr Curent asw alkor Proposed assal allocation oe Comer jE a bi alr FG g inei agri i G Soe t m E g bieran Fre i i raph L 6 Ofer EL E Omi TE HS E Airain gery i j Peeks wip Iih E harie biri eee ire eee E b miry os Girne RFT This screen lists all managed funds currently held in your account and their current weighting You will notice that some funds have a warning icon next to them These funds can t be reweighted for a number of reasons they could be an equity rather than a managed fund they may be suspended by the fund manager If you hold your mouse cursor over the yellow triangle you ll receive a message which provides further detail on why that option can t be reweighted An example is below fa wet Rovweligalh porlis ay Sa alee ian cee _ a iin i cita in a oo 6 hi Fai Lappe T 1HE On this screen you have the ability to change the percentages in the Proposed column By changing the proposed per cent figure you will trigger a buy or a Sell for that managed fund You can also add an additional investment and assign a percentage to this investment If you increase the proposed percentage additional units will be bought If you reduce the proposed percentage units will be sold 11 12 The screenshot below shows an example where the weighting to the IOOF Mult2. Creating financial independence since 1846 User guide for online transactions www ioofonline com au Contents User guide for online transactions 3 Choosing the right browser 3 MySuper members 3 Registration process Getting started 7 Order monitor 8 Edit future cash flow strategy 9 Reweight portfolio 11 Buy equity 17 Sell equity 21 Other online features 24 For advisers only 30 For employers only 37 IOOF User guide for online transactions The best way to manage your super is to keep track of it online Fortunately IOOF Employer Super makes it easy to get the information you need whenever you need it This document guides you through the functions of IOOF Online such as adjusting your future cash flow strategy or buying and selling managed funds and equities It also highlights the various reports which can be run online as well as how you can change your contact details and your password Please note whilst this guide has been prepared to assist you you should note that the information contained in this guide is factual in nature and does not constitute advice Example investment options shown are only samples and may not be available in your current product We recommend you seek your own independent advice to address your personal circumstances Choosing the right browser You should ensure that you are using the most up to date version of your chosen browser when using the IOOF Employer Super site We
3. B me hiai p Cench ee i Sumi ees 1 fen eke ee EP b Dla Bed ape G E Bo Pewee fe ee Th Dargi 7 3 DRA 1 Bai By clicking on the appropriate investment option you ll be able to allocate the option a cash flow percentage The total will need to add up to 100 per cent In the example below we have decided to allocate 45 per cent to the IOOF MultiMix Moderate Trust and will need to adjust the percentage against another fund s in the strategy When allocating a percentage to the last investment you can ensure the total adds up to 100 per cent by clicking on the green Fill button This will automatically allocate the remaining percentage against the investment By clicking Next you ll be presented with a confirmation screen which allows you to review the changes that you have made before implementing them 10 A n E ort T T onam changes AEE ee eee ee iia ITERE teow ce O iiia tote Lie rs a Bales ot Bas Ml ie E LIA i iS oi i If you ve made a mistake or want to change anything you can click Back to step back through the screens to the one you need Otherwise you can click Submit if you re happy with the changes that are to be made You ll be taken to the following screen which will ask you to enter your password sort eri 7 mon Timi The requirement to enter your password ensures that it s
4. IOOF User guide for online transactions The minimum amount required to remain in Investors Mutual Aust Share Fund is 4 79 10 000 After the required adjustment to the Investors Mutual Aust Share Fund the proposed amount for Celeste Australian Small Companies Fund is reduced from 15 00 to 14 06 The same process is followed for all of the buys in the request There are currenty pening karsactonis that impact your proposed alotahon Do you wani ws io adjust your allocation to allow this tansaction to proceed Yes re calculate and display the adjusimenis No wi wait for the pending transaction to compete or will adjust manually If you select No you will see an error message against Investors Mutual Aust Share Fund advising you of the minimum proposed percentage that is required You can edit this field to the minimum amount 4 79 and adjust the other three investments manually so that all investments total 100 If you do not want to proceed at this time you can simply navigate to another menu option or logout 2 Te os ey egy 1 ae agen E a an hri bonr m ime Eia rpa Gare F rE a Fassam rT E Ei Bai ety Chie L l g i ell eel gh P EL Li g ipali Yidis Webs ote Pred PUR de i 1 T Teisi TETE 1 IE If you click Next you will be presented with a screen which gives you the opportunity to edit future cash flow strategy Details of how to do this are included ear
5. k Login to IOOF Online Who should use IOOF Online Advisers members and employers who are looking to access IOOF Employer Super formerly Spectrum Super Username Password Not registered Forgotten your password Documents ka Login w Finda financial planner Search IOOF p Estate and trustee services Login to Transact Who should use Transact Employers who are looking to use our Super administration and clearing house facility for IOOF Employer Super formerly Spectrum Super OOF Porfolio Service LifeTrack Username Password Not registered Forgotten your password PDs Registration is either for members or advisers Employers will need to contact our client services team on 1800 333 500 to register for online access and we generally require your full name the company name email postal address phone and fax numbers in order to verify your company details Register for IOOF Online 1 Registration Type Please select your registration type 2 Terms amp Conditions 3 Personal Details Member 4 Verity your Email You can know where you are at any time in the registration process by following the sequence bar above 4 Confirmation Adviser You wil need your member number in order to register You will need your adviser number and member numbers of two of your clients to register IOOF User guide f
6. have nominated from you electronically by regulary accessing them using IOOF Online to register or be registered and remain registered as a user of IOOF Online to regularly access IOOF Online to check for communications any communication given to me electronicaly by making it available to me to access using IOOF Online will be taken to be delivery of the communication to me and receipt by me of the communication in accessible form you will send ar email notification to my email address when a communication is available for me to access using IOOF Online must provide my email address to you and am responsible to notify you of any change to my email address l wil be able to access such communications at any time while lama member and registered user of OOF Online can download a copy of any such communication you will send me a free paper copy of any communication request IOOF Online is a facility for the purposes of section 10177F 5 of the Corporations Act 2001 and YOU May give me any communication in any other method permitted by law IOOF User guide for online transactions Provide your tax file number You can choose to supply your Tax File Number TFN online if you haven t supplied it already Provide your tax file number Thank you for choosing to proide your Tax File Number TFN it you are providing your TFN in reiaton to your superannustion account we are required to tell you
7. P i et i METEN FEE iE IE ETF i Pa Te i pe Y F 1 TE EA a ea EE mp ee N rE LELDE TT G pe z E inl J i Biy mhabucihan rawit If you want to change any of the details of the order click the Back button To confirm your order simply click the Submit button When you click Submit you ll be asked to enter your login password to finalise the request This is to ensure your request is not submitted accidentally This is important since the order can t be modified or cancelled once it has been submitted 19 ele ba Ths Sebel Ss oe ee ed Ry ie eed er pS gg dee ie prea am p ee ob be ee es oes Pourerr iera Once you have entered your password and clicked Confirm you will be presented with a screen detailing your order Your trade request has bean received in a eed ew T Ted FE T eee Foes Poe Te a oe et pe pe ee eee L A es Pe AT Eip ign pem pe doe er eee se j en eit E makaa Ld de Ea M ig eo ed l a ea Bs as ae BP pled i a Be ld ee Be a ff ee ST ee Boe han poo pr ome acme pe br eee bo ee ee he ee i i ee Once your order has been submitted you are able to track progress through the Order monitor 20 IOOF User guide for online transactions Sell equity Not available for MySuper members If you choose Sell equity you will be presented with the following screen This screen lists all t
8. Registered Users Complete your details in the registration form Your details will be verified against the information you have previously provided to us to prevent unauthorised persons from registering as you The details required for members include e member number e surname e date of birth e email e password which must be between six and ten characters and include numerics e the option for IOOF to track your lost super on your behalf Member Registration for IOOF Online 3 Personal Deta Member Details Wi ask yi these queso to Prevent unauihonsed parsons from ragistanng as you Member number Surname Date of birth Emal Address We need your email address so you Can receive important information formus Emaii Canhinn email Password Choose a password Your password must c password 0 you Can access your account information Password sessa Confirm password aaa Let us find your lost super By selecting ves you consent io OOF Employer Super using your TFN toirack ves coasent l No do not consent ontain between G and 10 characters and include nurmen TERMS amp CONDITIONS CONTACT US IOOF EMPLOYER SUPER SME ednesday G4 22013 ils 4 Verify your Email 5 Confirmation Ons 30 hal we can match your answers wilh information thal you provided 16 us prerioush This secun measure helps Enter the eight numeric digits of your membership number OTe y
9. ai raat Li spbu b iT eee ee oo FA EF nhi er eee lee hee ee r oy cee F er dee RTS PEN E Mj ee ETid Et ee ee BO aT ge eee a y 13 14 In the example below a subsequent 100 per cent sell down of the Investors Mutual Australian Share Fund is requested You can enter the desired percentages in the Proposed column Sell e 100 Investors Mutual Aust Share Fund Buy e 15 00 Celeste Australian Small Companies Fund e 28 00 MultiMix W S Aust Property Trust Class B e 33 15 Perpetual W sale Industrial Fund Sy Pie Miri ap bee cca ak Fr Ld Pe rl Cir mn a oe ber AF minim 5 La ai mmaa fo PALOI TE iu i LI a eh Va bai ae ri b Ka a HLE Fi fa EAE CER PoE ME AE TOE Lp mer yi a Weekes eA fart meet eet arnt fede AL oz LEE TS 1 o hepa a iata l a ee l gr bal amp repens Fi ne Gaia fore rd a j Ti Teini E ar iiim Fi Ear os i pR T Te ee Due to the existing 10 000 pending buy against the Investors Mutual Australian Share Fund you will receive a message advising you of the pending transaction and the options on how to proceed with your reweight instructions There are currently pending transaction s that impact your proposed allocation Do you want us to adjust your allocation to allow this transaction to proceed Yes re calculate and display the adjustments No will wait for the pending transaction to complete or will adjust manually Teini m irmi iip a faa
10. e select the clients you want to sell that investment for e specify a percentage of client holdings to sell e identify one or more replacement investments Once you ve made the necessary selections the required buys and sells are created automatically for up to 200 clients at a time Standing instructions for these clients will also be modified to reflect the changes to their portfolio The process is designed to be simple and user friendly with automatic validation at each step Any issues are highlighted with meaningful error messages to allow you to make adjustments as necessary To bulk switch you select Bulk Switch from the drop down menu You will then see the following screen w AE E I foams oF am gm You can group the members you wish to do a bulk switch under a number of different categories these include e member name e adviser name e investment e state e age e MySuper status e employer e account type such as accumulation investment pension pension allocated pension transition to retirement pension term allocated insurance only In the example show we have selected a specific investment IOOF Cash Management Trust SMF0411AU Superannuation to switch members from then clicked Search IOOF User guide for online transactions kimm T h jana a mem mie ogee e i en ere Apmp pE kiran T Tuir E LESELE i i aan ee Cd 15 EAEE E r kgr BEN
11. ge ee Pee Tee ee ee oe ee see eel at ee lice 20 dT bi Sor eee a Pi mhi Seed Fe F er ee E pw Lae a Wini ejh bem ee eee Be ek ba ee ed ee bern et Ap ee ee fe Pe ee ee oe eee pee ies hee Pra Ear eed pe aii ie pee ded y iri eee ee ge ee Once your order has been submitted you are able to track progress through the order monitor Details on how the order monitor works are provided earlier in this user guide 23 Other online features In addition to online trading there are also a number of other features available on your online account These include online reporting which includes portfolio reports pension reports if you currently are receiving a pension from IOOF Employer Super and communications You also have an administration section which allows you to change your password and contact details Online reporting Portfolio reports You are able to print a range of reports including a benefit statement investment earnings summary and detailed transaction list report Tae J mil a Ma ra mF zi LAEL bite Te E ee OOO h a ee SSeS A o EE Sirs I T Forifolio reparti Eki Legit El es ae LNI Rian pas Pajp m teiks TL A Benefit statement This feature allows you to request a benefit statement for up to a 12 month period of your choosing This includes an investment summary an asset allocation summary the current recorded investment strategy and an account transaction summar
12. member search allows you to search for employees in IOOF Employer Super by e surname e member number e state e age e postcode A M Stare Lmin 1 ba La breed Gere pears Pa Administration There is an administration section which allows you to change your password and contact details 37 For more information please visit our website www ioof com au IOOF Employer Super is issued by IOOF Investment Management Limited IIMLJABN 53 006 695 021 AFSL 230524 as Trustee of the IOOF Portfolio Service Superannuation Fund ABN 70 815 369 818 By using the site you agree to the site s terms and conditions The examples used are for illustrative purposes only This information is factual in nature only and is not intended to represent financial advice PLA 7893
13. reweighting your portfolio you can make sure the total adds up to 100 per cent by clicking on the green Fill button next to a chosen investment This will automatically reduce the Proposed percentage held by that investments in this example as the total exceeds 100 per cent In the screenshot on the next page you will see that the IOOF MultiMix Conservative Trust has its Proposed reduced in order to get the total down to 100 per cent or me Fewpight porifalio lisz cc D Feii pres hami irei ae O O ewe ts i ika TiN ira W F r g cues irii oe p ht Sel i Po ie ram i nil H ra Lii mh y J Ce Lh Aiju TE u 5 D a Di EE i Hai Fira ju rh PETE p A iF i if ll ma L kE a LEi r 1 i a o THE F LAF imz TiL oe a a a If your previous trade s is yet to be finalised the pending amount will be displayed in the Transaction in progress column in your investment details table The screenshot below shows an example where the Investors Mutual Australian Share Fund has a 10 000 buy pending transaction in progress ree sie oe eee Pere T dda a Pom ne Cl iii E ELTI Ad a Er a iki Eai beni Mod m Hee ri ioe m e ee ii t EELE ad EL t Ti iir m Ti KAT Carpi Prende Tol Ths Onn EHIH EH BLE a jh ols el i i E al a a Umri uri Li al a H Lem Ha EE WE ka ee i Pee ae T a a u armas Fe amnia ian hee m em Feo Taia te i fie bem iii i
14. will then need to add the investment you wish to switch your clients into You can switch an existing investment into more than one investment by adjusting which percentage you would like switched 32 IOOF User guide for online transactions a Balk wwiteh m e o EZ AER 4y Rri th L iih a a a et he Cr red ek pit E a Pam 1E ee Se E j eet ra Sa i FE Please note the final percentage amount must add up to 100 per cent Then click Next You are then asked to confirm the bulk switch This section covers which members will be affected by the switch and what the buy and sell amounts are at member level This section not only includes the members who will be included in the transaction but also those who are excluded from the transaction and the reason why Once you are happy with the transaction click Submit If you wish to make any changes you can either cancel or click Back to make any amendments Bulk syritch im Te d A LECTER S Breg iFa A OTEP r M GE ie NLT i T l y a TF bee MA EEF P Ae ea 2 p TN TE ree oes ah Pa arain tidia a cee des i uk ea Ueno ee a a oe aa fom oa aenn a TET Bam hi ham Pe H Life E O Dmr bremer Mar CHi Hii FL Ere Bale 2 a Sa A LA T et ees rer paa are inamin im EET Bama Cee Peed Pd CL ar DF am h Prs ne ta iota HAE D 000 Cae enren a DEHA na Priha EF lie Leii irai h i TLE ia You will then be required to e
15. a e Co pe Be Lien Peers Dis iadaaa L araid Hi Bindi om ee aiia a E Berd maa m em ELE Deitel danh pare Depts Loe AL firs ierg Leini Cpe PUE S aaa E ae A a Leeg ea CATS W ao Once you ve chosen an option the price will be displayed please note that prices are delayed by 20 minutes and you may enter the quantity you want to buy You can enter a quantity in either units or value You ll notice that when you complete one field the other one will populate automatically For example if the current price is 5 and you specified that you wanted to buy 100 units the value field will update to show 500 Please note the following when specifying the quantity you want to buy e You can only buy whole units e lf you specify a value which doesn t represent a whole unit the number of units will always round down For example if you specify a value which is equal to 79 8 units the number of units will be rounded down to 79 and the value will change accordingly e The minimum transaction amount is 3 000 e If you specify a value of 3 000 this will rarely work out to be a whole number of units therefore the number of units will be rounded down as will the value and the request will be rejected because it is under the 3 000 limit Other important things to remember e You can specify more than one equity to buy in a single request simply complete another search for an equity and enter the quantity y
16. already in the box and clicking Next again There is no need to start again by using the Back button on your browser If there are no issues with your sell request you ll be presented with a screen asking you to confirm your order aaa Corti oes kd T SH ABA ecu lty jj Bimpe oe OoOO o Emini Lari ore iei meee LELE MIL ERI JERN fee Pu mir Gee wa men ren ee eee eee Fae PPR nI ENA s M A E a H Se ee r pia Aart STER pE EN O Fa eE IE FPH 2 rE ERE Fma HEERA aN F DE EEPE etika A T TEA eee E i y ELE HEAR E bk Laa uwe ia Sau inginicbon iey ii ee TIRT Lag Lr se Back hm If you want to change any of the details of the order click the Back button To confirm your order simply click the Submit button When you click Submit you ll be asked to enter your login password to finalise the request This is to ensure your request is not submitted accidentally This is important since the order can t be modified or cancelled once it has been submitted IOOF User guide for online transactions na E h ea Gar ila each Leii a pii pArA Fapesp Fe ET Se eee Owes a ey ee CF a et ee ee ee Oy ee A ees ee de Saeed teas Once you have entered your password and clicked Confirm you will be presented with a screen detailing your order Brean fin Gece e Thik ireje Agitat AAS bean AGAP m ib FEREN ret LP ea ALF Ag a ree Gere
17. ation preference details You can elect to receive communications electronically when they are made available online You can choose to receive all Communications electronically including your benefit statements transaction confirmations and notices of any change or events or you can specifically elect which communication you would like to receive electronically Communication preference details What communications would you like to recerve electronically when they are made available online From 2013 statements will be available online Other communications will be made available online as this feature is developed Communication preference selection Cancel Do you wish to recere communications electronically No yes What communications would you like to recere electronically IY oan communications incloding my benefit statements transaction confirmations required by law and notices of any change or events required by law OR I Benefit statements I Transaction confirmations which are required by law E Notices of any change or event required by law Email Email address testuser test comau Contirm email address testuser test com au The email address entered here will update any previously provided email address in our records including the email address recorded in the personal information section of your Member Portfolio Terms and Conditions F understa nd acknowledge and agree to receive the communications
18. dated instantly Change your contact details If you wish to change your contact details by going to the Change your contact details section you will be presented with the following screen A E F iea La Comiact details p zis Es re he Set ASCE St LPM t3 va DEE aF imi Bigi TH vek ar Pu on il Las om Dugas AeA hoe fet rta co eee You can choose to edit your street and or postal address email address or phone number by clicking on the Edit link beside them This will open the fields for you to change If you are adding or changing an international address please contact our client services team You can also consent to SuperMatch which allows IOOF to contact the Australian Tax Office on your behalf to see if you have other super accounts including those flagged as lost IOOF User guide for online transactions Hsn YPT bnn eat ls Gorntact details Tie iss gees ee ae a ori he ee eet Eee ee ee ee e ee Se Tik WEAN Se ee 2 G Agditti ora Emo ii Pome eee joes gt B Seg eee 4 lap Tejeria i il Werk A vb CEE SupeMlich oie Te rE ae ge E i E Haa irren Bagai ee coe a HF Ce Cpe ee Li Teh ae DHS m LEE ee see AN Oe es be ate Simply type in your new details and click the Submit button to confirm Please note it may take up to 15 minutes for the changes to be reflected on your summary screen 27 28 Change your communic
19. during the reweight process you have sold all holdings of an investment option which forms part of your future cash flow strategy you will be required to replace that option This is because you can t keep an investment option in your future cash flow strategy if you no longer own any units in that option You can either increase the percentage of other options which already form part of your future cash flow strategy or you can select another investment option in your portfolio to add to the strategy Please note you can t add a new investment option to your future cash flow strategy if you don t already own units in that option If you want to add a new option to your cash flow strategy that you don t already own units in you must first switch some money into that option using the Reweight portfolio function To illustrate how the future cash flow process works we ll add the IOOF MultiMix Moderate Trust an investment option that is already held in this example portfolio to the future cash flow strategy By typing IOOF matching investment options will appear as shown in the screenshot below i Loner i Dmi mii Em ies cash Mow abale Da O O Bairi iph ee bM ba T DE as cating ifr LLUN gp ed A nes ee i eed 2 ALLL Se ae fe a Pee pe ee 1 A a a r n BOTE bihi Ce Tea Saat i p Ce cts Eo Ame ey E kirma marh E EE a ae bani chmas OP EP l p mheir hm irie 4 Phi T
20. e entire holding of any particular equity by clicking the green plus button e The prices shown are not live they are delayed by 20 minutes Once you re happy with the quantities to be sold select which cash fund will receive the proceeds from the sale You can choose either Cash at Bank or the IOOF Cash Management Trust Then click the Next button If there is an issue with your request you will see a screen similar to the following 21 as e Se ALX equity fae tee fet Paoli Gu ae iiime iais owe cei l CE 2 EA E Ok ee a Eo mery anre T E i i Lem Pera a a e L AEWA eee Po Ar le ee ee Si ed ee 1008 Oris H el aJi hi bes Liag teb oe W r aS a monn 1 atan Fou gras i ipo ar a0 Wa le aeons GA ere HED oe pee a H n EEE M Fgm Th bib pL Pas I Li DALTA tom IAs es fri Sas Pua T 1 r a E e ie EE ny te ed ee ee ee Lr a hia oy es a ee i IEE RNEER NAR eee Har Enn En nar mea pman pen ee maa ie j a ee TEE bam PILAY EP A PE ee i n EET ee eee ey A ee eS et j or Bye rir eo is FAEH Ge Hia 2 ei ie a ed ee F eai cee ee l r ay See eee Pegg ey Eu ee eee ee ee Te Sl ee e ee eee wis sf a Ce ee ee ee B p er te me L as FE Se Ce oe ee ay eS ee The asset that you are trying to sell is highlighted in red and a brief explanation of the issue is provided for you in the red box If there is an issue in the percentage entered fixing it is as simple as typing over the number
21. he direct equities that you hold in your account and that therefore you can sell To create a sell transaction you need to specify how much of the holding you would like to sell You have three choices e units e value e percentage You ll notice that when you complete one field the others will populate automatically For example if you had 10 000 invested in a certain equity and you specified you wanted to sell 50 per cent of that holding the value field would automatically populate with 5 000 and the unit field would also populate automatically Please note the following when specifying the quantity you want to sell e You can only sell whole units e lf you specify a value which doesn t represent a whole unit the number of units to be sold will always round down For example if you specify a value which is equal to 79 8 units the number of units will be rounded down to 79 and the value and percentage will change accordingly e The minimum transaction amount is 3 000 unless the value of your entire holding is lower e lf you specify a value of 3 000 this will rarely work out to be a whole number of units therefore the number of units will be rounded down as will the value and the request will be rejected because it is under the 3 000 limit Other important things to remember e You can specify more than one equity to sell in a single request simply enter a quantity for each equity you wish to sell e You can sell th
22. hiha e eed fd ELA ee Bi EEN Hihii Lar bpn Tea AALl i ig KN Miia er Ft Tron PL AL Mrr Eni kkn Lis iler Come Tro TL te i eT EEH ie Jima ri Cee Teed LP LS Prec E WL gee de Poe SL re a a i mka iaki baa ee bie Bihat Ss ee ra OL Pee You are then presented a list of all your clients who hold units in the IOOF Cash Management Trust ee Gert tines 7 7 Eii switch Lie Tinaig a be Se ee oe ie Cues Th aay e 7 ae oe ic Lis ara ae de ros i _ i Pea a i e Boorch Risu ak mane T 7 ig o mear E SS eT i owns C Sa Hi uram T T ee i ia kindas sernai Aries EE ee i Te O bp enar shies ee i ji E ve 1 SS a At this stage you can elect to either specify which clients you wish to bulk switch out of IOOF Cash Management Trust by ticking the box next to the members name or you can select them all by clicking on the box next to the heading Member Once you have selected the members you wish to bulk switch then click on Bulk switch 31 Tea ser cer L Ben ere Comm ji eee pH LL p wp E Lism T Ta wr Ho aia i Fag ti ma Tame eat tees M am m P rim r J i iaai BENT Ec rth Fosu 1E Upg y ooi C tC To start it is necessary for you to decide what percentage of the IOOF Cash Management Trust you wish to switch out of sell In this example we have chosen 100 per cent NFH b ce L rs chee You
23. his section lists recent communications including statements that are applicable to your account Simply click on the required statement or letter to view or right click to save to your desktop Product and investment flyers This section lists recent communications flyers that are applicable to your account Simply click on the required flyer to view or right click to save to your desktop Member statements and letters archive advisers only This section is a history of bulk reports such as your member benefit statement Simply click on the date of the required report to view or right click to save to your desktop Communications Product amp investment flyers Investor news magazine 2013 Changes to your benefit statement 2013 Significant event notice for 30 November 2012 Statements amp letters This section lists recent communications including statements that are applicable to your account Simply click on the required statement or letter to view or right click to save to your desktop Date Description No records found 25 26 Administration Change your password If you wish to change your contact details by going to the Change your password section you will be presented with the following screen Tii Ley i Chenga your pass Tbb ihj oe jee F pma T ee Bit i Sar HHH By filling in your current password and the one you wish to change it to your password will be up
24. iMix Moderate Trust has been increased and you have added IOOF Socially Responsible Growth Fund to your portfolio to make up two per cent of your portfolio Ravrwight portino Tis re re 8 8 rari ges leat ee MPE is sus s i__ EEE o ii ag hi Ta Ol Bad em ee bes eae Tl t Lina miir A rss TEE nin iu LPN TEE Le ta Bd bii L x zi g re DE Meade Soa sed Phd MSL Perr iW ee ri a F F SJ pAr PLEI TCA ieee ied i ee y Laa E me j eee oor ILU l EB a DIF iy Se Pg eet ad ie LEL Leo C sms a e Pp Tht bs EF DL T EE es M E 4 H a As you can see by increasing the percentage allocated to the IOOF MultiMix Moderate Trust and adding the IOOF Socially Responsible Growth Fund the total portfolio now exceeds 100 per cent If you click Next at this point you will be presented with the following error message DEUSa O azz heck Lama F Poenvroeghl poaifobhe om os us Aiei Tree teme o me 4 oe i isa gel St HH w dekas msds I pra DMH GN kil r 58 a Wh E oo Ped eee Tee ee E TEL i ee a Eei TEUN ao i bi a i a Pepe OF ke a Me eee Pd i T sie Gr PS iis EH Le le be Rae be Gf pe oe ha Ls eo Hi G amp i eel i 5 anes A eo E ee i kik IOOF User guide for online transactions Before you can go any further you will need to adjust the Proposed for other options within the portfolio until the total is equal to 100 per cent When
25. lier in this guide Note if on the reweight portfolio page you have sold all holdings of an investment option which forms part of your future cash flow strategy you will be required to replace that option A n nies Update future cash Mow sirategy loo _i_ _ 7 Pisce Gute ireaie hina e Se ites a _ M SO Se 15 16 If you do not wish to do edit your future cash flow strategy click Next and review your changes If you want to change any of the details of your reweight click the Back button _ S aai F T Confirm changes hi Fn Mt ba AE eh TR oe ia ETAM PAE T a To confirm your reweight simply click the Submit button When you click Submit you ll be asked to enter your login password to finalise the request This is to ensure a reweight is not submitted accidentally This is important since the reweight can t be modified or cancelled once it has been submitted Pr eT ee A ES i gt 2 Pos ad ae E ee ee ee ee ee fans E ie j Phew fees a A r eaa jaag bi F Yon rogueri was successful epail mem fl mn hear h PFa pee eee Once your reweight has been submitted you are able to track progress through the order monitor IOOF User guide for online transactions Buy equity Not available for MySuper members You can only buy equities if you have sufficient ca
26. not possible to submit an order accidentally Furthermore there is added security that all changes submitted online are verified to be by the user logged in This is important since the order can t be modified or cancelled once it has been submitted Once you have entered your password you ll be presented with the following screen which confirms that your order has been submitted and provides a link to the order monitor a _ ce Li T L Your upelate te Tha future canh fa mirabe wae uceanu rr re y fir make eee rE coe re e wer Lik Ti ded Ge pa chee rE etd Bj Se Se ee toe Once your order has been submitted you are able to track progress through the order monitor Details on how the order monitor works are provided earlier in this user guide IOOF User guide for online transactions Reweight portfolio Not available for MySuper members The Reweight portfolio function can be used to either reset the percentage weighting of each option in your portfolio or to add and remove investment options to your portfolio Please note Reweight portfolio can only be used for managed funds it can t be used to buy and sell equities You can use the Buy equity and Sell equity functions for this purpose further detail on these functions is contained later in this user guide When you choose Reweight portfolio you ll be presented with the following screen Cont Lie Favret portion
27. nter in your online password This is to ensure that an order is not submitted accidentally This is important since the order can t be modified or cancelled once it has been submitted 33 34 Once you have entered your password you ll be presented with the following screen which confirms that your order has been submitted and provides a link to the order monitor Bulk switch result Please find the results of the bulk switch listed below Any future cash flow strategy changes would have taken effect immediately You can track ihe members portfolio change requests in your order monitor Individual member results Number Reweight Investment strategy Ll Successful Name ies Successful IOOF User guide for online transactions Other online features In addition to online trading there are also a number of other features available These Include adviser summary advanced member search and lists by members employers and investments You also have an administration section which allows you to change your password and contact details Adviser summary This provides you with a top level summary of the total number of employer and member clients by funds under administration Arar umma You can drill down each category to see a full list of your clients 4 Ej u 35 36 Member list This provides you with an alphabetical listing of all your member clients which summarie
28. or online transactions The next step is to read the tems and conditions Please note you will need to accept the terms and conditions to complete the registration process Register for IOOF Online Terms and conditions ABOUT THESE TERMS AND CONDITIONS This Site the Site is an internet based superannuation and investments administration facility provided by the IOOF group and made available to persons who utilise or hold one or more products issued or administered by IOOF Investment Management Limited IML ABN 523 006 695 021 AFSL No 230524 and or Australian Executor Trustees Limited AET ABN 84 007 269 794 4FSL No 240023 defined herein as Products These Terms and Conditions relate to use of the Site The Site includes information transmitted electronically by phone or on paper and any associated information provided by the IOOF group Your access tothe Site is subject to these Terms and Conditions the IOOF group Privacy Policy disclaimers and any additional terms and conditions or statements contained on the Site referred to collectrvely as the Terms and Conditions By accessing viewing using any of the online functionality or otherwise using this website and the Site you agree to be subject to these Terms and Conditions In these Terms and Conditions references to a our we us are references to the IOOF group including IML and AET and their related bodies corporate and b you and your are references to
29. ou wish to purchase e You can buy as many units as your Funds available will allow by clicking the green plus button e The Funds available is updated automatically as you enter buy quantities e The maximum overall combined investment weighting you can hold in illiquid investments listed investments and term deposits is 80 per cent e The prices shown are not live they are delayed by 20 minutes Once you re happy with the quantities to be bought click the Next button If there is an issue with your request you will see a screen similar to the following IOOF User guide for online transactions Buy ASK equity Wargo pare OoOo o mimio igrrrakkA eee ips ee Yew ee EEE Wi a a a TEEN ta Kara ot Ban SF A bet aS jik di Epke la aAA ek ETEA Se TEE E PIGGA pepe Pilih pikak The asset that you are trying to buy is highlighted in red and a brief explanation of the issue is provided for you in the red box If there is an issue in the quantity that has been entered fixing it is as simple as typing over the number already in the box and clicking Next again There is no need to start again by using the Back button on your browser If there are no issues with your sell request you ll be presented with a screen asking you to confirm your order a m Pern eee d T T Buy ASX ogalty is TRI kao eee LET oo are em perir eee Hee
30. r account For more information please contact your fund or the Austratian Tax Office Your privacy is important to us To find out how we Manage your personal information please refer to our Privacy Policy F nave read the above and agree to provide my tax file number My tax file number 29 30 For advisers only When you log in you ll see a complete overview of your clients within IOOF Employer Super In order to submit transactions on behalf of one of your clients you must have authority to represent that client To set up an authority to represent for a client you will need to download the Authority to Represent form from the Documents section of our website Wwww ioof com au This form must be signed by the client and returned to us Once we have processed the form you will be able to access online transaction functions for that client Bulk Switching An additional function available exclusively to advisers is bulk switching You can switch multiple clients from one managed fund to one or more other funds without needing to complete a separate transaction for each client Please note bulk switching is not available for MySuper clients If you wish to change the investment strategy of a MySuper client please complete a Switching instructions form available on our website www ioof com au or contact Adviser Services on 1800 333 909 This function makes it easy to e choose the investment you want to sell
31. recommend using Firefox If you prefer to use Internet Explorer you need to ensure that you re using at least version 7 IOOF Online will not work with Internet Explorer version 6 or earlier To download Firefox for free go to www firefox com To upgrade to the latest version of Internet Explorer go to www microsoft com MySuper members If you are a MySuper member there are some functions that are not available to you such as online trading However you can elect to become a Choice member which gives you access to all areas of IOOF Online If you wish to make an investment choice you can do so by completing the Switching instructions form available on our website www ioof com au Alternatively you can contact our client service team on 1800 333 500 to request that a form be sent out to you Registration process Registering for IOOF Online is simple Firstly go to www ioof com au login and click on the Not registered hyperlink under the Login to IOOF Online area IGDF Adviser Employer Advice and guidance Investments k k Login to Portfolio Online Who should use Portfolio Online Advisers members and employers who are looking to access OOF Pursuit e OOF Portfolio Service LifeTrack Username Password Not registered Forgotten your password Shareholder Superannuation News Contact us Creating financial independence since 1846 About us Retirement
32. s their details including product type account type current balance authorised representative status and whether they are a MySuper member You can also drill down on each member to find more details about their account This provides you with a summary of all your employer clients including the total number of members under each employer and the total funds invested You can also drill down on each employer to find more details about their account Investment list This page gives you a summary of all the investments available for your clients including the total amount invested in each option There are links to fact sheets investment allocation and management expense ratio for each option inoratmest tat Fo oo Soo Bam Teel bipaeg fade Fat Er z FF Zz ji 7 Fa e ir 5 z A E a IOOF User guide for online transactions For employers only When you log in you ll see the employer summary a snapshot of all your employees that are invested in IOOF Employer Super Ao Ln Ea egioyer muma exes Click on the members or total number to get more details about your employees including e product type e account type e MySuper status e date of birth e member number This detail can also be found through the member list search i Sar LERE a Wartar Gat for moyar e Advanced member search The advanced
33. sh available in either Cash at Bank or the IOOF Cash Management Trust Please note IOOF Employer Super automatically invests excess cash according to your future cash flow strategy on a regular basis If you contribute cash to your account or sell equity for the purposes of funding an equity purchase the timing of your equity purchase will be critical You may find it easier to instruct us to make the purchase on your behalf using our manual process This can be done by completing the Switching Instructions form found in the Documents section of our website www ioof com au or by calling our client services team on 1800 333 500 Alternatively the IOOF Cash Management Trust can be used to fund equities purchases Managed funds can be switched into the IOOF Cash Management Trust which can in turn be used to purchase equities If you have cash available in your account or have funds held against the IOOF Cash Management Trust you can buy equities using the Buy equity function Ao mE iy ST Buy ASX equity es a O Z O Z O O eat EL EEE EE E Peer Mene Frika Cs pei a a ey E Beats on aa BEF mii pes Peed arene fac fr ELE EE EET ii Start by selecting the cash fund you want to use to purchase the equity Then search for the equity that you want by typing in either the company name or the ASX code You will be presented with a list of options that match the text you have entered 17 18 Lieu Hrs o
34. te this step within 14 days otherwise you ll have to complete 6 the registration process again IOOF User guide for online transactions Getting started When you log into your account you ll see a complete overview of your portfolio h Ear a TEME Th MIF PEF PE LAE UT kirE jig Cena li T j 7 som pe ee ee fe ey Beem ee Myrer m a ot Er Pimi ee 2 ri E i im A FET ENA PER ae a Fibla ip 2 Dir rl abim PE ee Se E Pee eae a Oe Spt es a 7 im i B a a Se ae ee Le gran Lra at er LPPE EPPA T 2 a a i EL Emmi E METE MEEA Fi a kiak Moi biei El Ei i ki E Nee BE bi Pii EERE li BM eee DRR arrama rip aga as ho al Re eee ee bees ST iY giewdkewer l mirari Lachey IFAT OF ara T A jE 1 E pta aS oe ey ke TE a EE L bi mik Pos mr t 1 j Ph LE b Ca J F Eu e b m di E a i ul Rae a Pe es G LEF EEEE Ss Paes Sore Leri See p Com FT i baa HEY bl rire TERA E TY Te Komi Peel ead j Sk Ce a i aril l E Sees ob Cel hai GS mi F Nr T ees HA T F mi rs ae Se ie Sec ia oe te F ts Ty ba ape aud rari EYT As you can see by clicking on the down arrow under your name the user drop down menu is displayed You have a number of online trading options including the order monitor edit future cash flow strategy reweight portfolio buy and sell equity Portfolio Transac
35. the following details before you provide your TFN for your superannuation products Under the Superannuation industry Supervision Act 1993 the Trustee is authonsed to collect your TFN which will only be used for lawful purposes These purposes may change in the future as a result of legislative change The Trustee may disclose your TFN to snother superannuation provider when your benefits are being transferred unless you request the Trustee in writing that your TFN not be disclosed to any other superannuation provider You are under no obligation to provide your TFN either now or later Itis not an offence not to quote your TFN However giving your TFN to the Fund will have the following advantages which may not otherwise apply the Fund will be able to accept ail types of contributions to your accounts the tax on contributions te your superannuation account s will not increase other than the tax thal may ordinarily apply no additional tax will be deducted when you start drawing Gown your superannuation benefits and it wili make it much easter to trace different superannuation accounts in your name sa thal you recare ail your superannuation benefits when you retire if you are providing your TFN in relation to your non super managed investment account we are required to inform you that you are nol obliged to quote your TFN but if you do not tax may De deducted at the highest possible tax rate plus Medicare Levy from any income derived on you
36. tion history Online trading Order monitor Edit future cash flow strategy Reweilght portfolio Buy equity sell equity Online reporting Portfolio reports Communications J Administration Change your password Change your contact details Change your communication preferences A Order monitor Once you have successfully submitted buy or sell requests you can track their progress via the order monitor At the completion of each request you ll be presented with a link to the order monitor or you can click on the Order monitor link in the Online trading section When you enter the order monitor you ll be presented with details of all your recent trades Please note that advisers will see trades they have placed on behalf of their clients whereas members will only be able to view their own orders Vari Ferner Order monitor tor member acne arar From this screen you can track progress of transactions that are underway plus you can click on an Invalid status to see a brief explanation of why a request has failed Finally you can click on the order number to view details of the trade IOOF User guide for online transactions Edit future cash flow strategy Not available for MySuper members In this example you re not obliged to adjust future cash flow but you re free to do so if you wish On some occasions it is compulsory to adjust future cash flow If
37. y for the chosen period Investment earnings summary This feature allows you to request a summary of investment earnings over a period of your choosing Investment earnings include capital gain realised and unrealised and income dividend distribution and interest payments amounts expressed as a percentage return over the period specified For periods in excess of one year an annualised percentage return is also calculated Detailed transaction listing report This feature allows you to request a statement of transactions for the given period Pension reports These reports are available to pension members only They include an initial pension calculation report and a Centrelink schedule IOOF User guide for online transactions Paige oie i ee ee ee ri ee Pe ee eh pe ee Eee Be oe pee ee te en ey eee eae Be ee oe ee ee ee ee et i a darru n rri babe m bai a eee le a r ee m Fa ees i ees Ss ees ee haen bie Initial pension calculation This feature allows you to request a detailed pension information report which includes information regarding your pension Eligible Termination Payment components pension installation dates and amounts payable Centrelink schedule This feature allows you to request a schedule for government assessment providing information which may assist Centrelink or the Department of Veterans Affairs determine eligibility for government benefits Communications Statements and letters T
38. yy down your super through the ATO Superitatch database For advisers the registration form is similar The details required include adviser number e surname e member number s of your clients you ll need two member numbers if you advise two or more active members e email address e password which must be between six and ten characters and include numerics Once the registration form is completed click the Next button If your details don t match our records you ll be advised to contact our client services or adviser services team for assistance Once your form is successfully submitted you ll receive a message asking you to check your email as shown below Register for IOOF Online Chek Your email F Eretan ier aneh y na rasehsa Bhe ammi within s haur ienga gerici ie OOF Empia i OU will rece a conirmakan amai tom wa shorty containing information 4 heei 14 a ja complete the magi r Hga p i mianga einge ie ware rregiiraion will expire reining TEES E CORCITEAE CONTACTUS OOF EMPLOYER SURES SITE lanai i PA bos 4 Verh your Emni t Cenina an Cone he pe procent Fiaaaa ole poi wE SUT BAP ae MA ESA pHi eat EG saa watin if yeu do aff Reread ham ain tan The email contains a link which you need to copy and paste into your browser Enter the password you nominated and you ll then be successfully registered for IOOF Online Remember you need to comple
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