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

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Financial Adviser

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

Member Owned

We’re an independent, member-owned mutual friendly society, formerly known as IOOF-SA.

Unique Tax Benefits

Governed by the Life Act, we provide investment solutions with unique tax treatment.

Flexibility & Control

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.

Personalised Care

We have a personal touch, caring deeply about our members and partners.

Quality & Performance

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.