Reports
|
Date |
PDF size |
| Monthly Reports |
See current performance figures |
n/a |
| Quarterly Report March 2010 |
December 2009 - March 2010 |
442 kB |
Annual report 2009
|
Financial Year 2008 - 2009 (excludes Calendar) |
480 kB |
Annual report 2008
|
Financial Year 2007 - 2008 (excludes Calendar) |
390 kB |
Annual report 2007
|
Financial Year 2006 - 2007 (excludes Calendar) |
387 kB |
| Annual report 2006 |
Financial Year 2005 - 2006 |
550 kB |
| Annual report 2005 |
Financial Year 2004 - 2005 |
603 kB |
| Annual report 2004 |
Financial Year 2003 - 2004 |
405 kB |
| Annual report 2003 |
Financial Year 2002 - 2003 |
344 kB |
| Annual report 2002 |
Financial Year 2001 - 2002 |
802 kB |
| Forms |
Details |
PDF size |
IRIS Super Income Stream (incl. Transition to Retirement)
|
Application Form
|
See Product Disclosure Statement |
n/a
|
| Withdrawal Form |
Request a withdrawal from your account – either full or partial. |
201 kB |
| Switch Form |
Request switches between investment options. |
187 kB |
| Transfer Authority Form |
Request monies held with external funds be rolled over to IRIS.
|
151 KB
|
| Change of Income Payment and Frequency Form |
Change income payment amount of frequency. |
219 kB |
| Change of Member Details Form |
Change of member address and bank account details. |
163 kB |
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. |
219 kB
|
IRIS Term Allocated Pension
|
Application Form
|
See Product Disclosure Statement |
n/a
|
Switch Form
|
Request switches between investment options. |
187 kB
|
| Transfer Authority Form |
Request monies held with external funds be rolled over to IRIS.
|
148 kB
|
| Change of Income Payment and Frequency Form |
Change income payment amount of frequency. |
219 kB |
| Change of Member Details Form |
Change of member address and bank account details. |
163 kB |
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. |
219 kB
|
Australian Tax Office (ATO)
|
| Tax File Number Declaration |
Advise IRIS of your Tax File Number (TFN)
|
62 kB |
