Retirement
Reports and 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) | Details |
|
For Retirement and Transition to Retirement. You should read the PDS carefully before you make any investment decisions. |
|
Available only to existing TAP investors. You should read the PDS carefully before you make any investment decisions. |
|
| Reports | Details |
| Frontier Investment Consulting: Monthly Markets Report |
Download report |
| Annual Report 2011 | Financial Year 2010 - 2011. If you would like a copy of the full audited financial statements and the auditor’s report or you would like to receive a printed copy of the Annual Report, please email or call our Administration Service Centre on 1300 367 485. |
| Forms | Details |
| Application Form |
Download the Product Disclosure Statement (PDS) above |
| 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 and Frequency Form | Change income payment amount of frequency. |
| Change of Member Details Form | Change of member 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. |
| Australian Tax Office (ATO) |
|
| Tax File Number Declaration | Advise IRIS of your Tax File Number (TFN) |
| Other publications |
Details |
| Financial Services Guide (FSG) | |
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 18th May 2012
