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Publications & Forms

Please click on the publication you wish to view, download or print. You will need the (free) Adobe Acrobat Reader software on your computer to open the documents.

Please contact us if you would like a copy mailed to you.

Product Disclosure Statements (PDS)

IRIS Super Income Stream PDS
Issued 1 September 2016.

For Retirement and Transition to Retirement. You should read the PDS carefully before you make any investment decisions.

Please Note: This PDS is provided for information purposes only. The product is closed to new applications.

IRIS Term Allocated Pension (TAP) PDS
Issued 1 September 2016.

Available only to existing TAP investors. You should read the PDS carefully before you make any investment decisions.

Please Note: This PDS is provided for information purposes only. The product is closed to new applications.

Annual Reports

Annual Report 2017

If you would like to receive a printed copy of the 2017 Annual Report, please email or call our Administration Service Centre on 1300 367 485.

Historical Annual Reports can be found on our Corporate Governance page.

Forms

Application Form

Download the Product Disclosure Statement (PDS) - refer above.

Please note: IRIS is closed to new members from 1 July 2017. Learn More...

Withdrawal Form Request a withdrawal from your account – either full or partial*
Switch Form Request switches between investment options*
Transfer Authority Form Request monies held with external funds be rolled over to IRIS.
Change of Income Payment Amount and Frequency Form Change income payment amount or frequency*
Change of Member Details Form  Change of address and bank account details.
Binding Death Benefit Nomination Form Make a binding nomination, whereby the Trustee is required to pay your benefit to the dependant(s) you nominate in the event of your death.
Death Benefit Claim Form Application to claim a death benefit as beneficiary of a deceased IRIS member.

Australian Tax Office (ATO)

Tax File Number Declaration Advise IRIS of your Tax File Number (TFN).

 Financial Services Guide

Financial Services Guide (FSG)

Other documents

Additional disclosure documents including policies, financial reports and governing documents for the IRIS Superannuation Fund can be found on our Corporate Governance page.

*Processing your request

If your completed request is received in the IRIS Administration office before 4pm (AEST) on a Wednesday, it will generally be processed effective that Wednesday. If your request is received after 4pm, your request will generally be processed effective the following week. You will generally be paid seven working days after we have processed your request.

Processing all transactions and buying and selling assets only once a week enables IRIS to keep the costs down.

After processing your request(s) we’ll send you a letter confirming the details of your withdrawal, switch or change of income payment.

Fax requests for amounts up to $50,000 will be accepted, however the original signed form must also be mailed to us.

 

Last updated on 16th November 2017