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.

Reports	Details	PDF size
Frontier Investment Consulting: Monthly Markets Report	Download report	n/a
Monthly Performance	See current performance figures	n/a
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.	272 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.	225 KB
Change of Income Payment and Frequency Form	Change income payment amount of frequency.	282 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.	238 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.	228 kB
Change of Income Payment and Frequency Form	Change income payment amount of frequency.	282 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.	229 kB
Australian Tax Office (ATO)
Tax File Number Declaration	Advise IRIS of your Tax File Number (TFN)	62 kB
Other publications	Details	PDF size
Financial Services Guide (FSG)	Updated 2011. Provides information about our services, how our representatives are remunerated, and your rights as a client, including our complaints system.	225 kB