Supporting the unique financial needs of our customers.
Trusted since 1878.
What we do
We specialise in tax-effective wealth management solutions. We support our members to grow and manage their wealth through all stages of life, and control how and when it is passed on.
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How we can help
We recognise the critical role financial advisers play in empowering Australians to live their best life. Our services help financial advisers to deliver tax-effective investment solutions, practical retirement planning and transition to retirement strategies, manage estate planning and intergenerational wealth transfer needs and enhance social security entitlements. Overall, we provide a range of services that aim to improve the lives and well-being of your clients. .
Why KeyInvest
We’re an independent, member-owned mutual friendly society, formerly known as IOOF-SA.
Governed by the Life Act, we provide investment solutions with unique tax treatment.
We provide customisable features for a variety of situations.
We’re low-cost and feature rich. We don’t charge additional admin fees for additional features.
We have a personal touch, caring deeply about our members and partners.
We’re committed to offering high-quality products that deliver exceptional outcomes.
Secure your future with KeyInvest
Contact our Investor Services team for personalised support with your unique financial needs.
