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IRIS at a glance

Feature Summary
Investment Age Starting from 55 years old. Conditions apply. More...
Minimum investment $10,000 directly from your complying super fund
Investment choices IRIS has ten investment options offering varying degrees of risk. More...
Entry fee Nil
Management costs (direct & indirect) Between 0.38% and 1.18% per annum in total, depending on the investment option that you select. More...
Switching fee* Nil
Withdrawal fee Nil
Termination fee Nil
Flexibility of income payments
  • Select the level of income you want to receive, subject to Federal Government prescribed minimums. If you are a Transition to Retirement member, prescribed restrictions may apply.
  • Make a request for how often you want to be paid (fortnightly, monthly, quarterly, half yearly or yearly).
Financial Advice A dedicated Financial Adviser, available exclusively to service the advice needs of both existing and prospective IRIS members. More...
Nominate your beneficiaries You can nominate one or more beneficiaries to receive your benefit upon your death. More...
Contact us

Phone: 1300 367 485
Email:  admin@retirewithiris.com.au
Post:   IRIS Adminstration, Locked Bag 200
          Carlton South  VIC  3053

*A buy/sell spread applies to cover the cost of redeeming your existing investment option and investing in your new investment option.

 

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Last updated on 15th May 2012