Getting started - How to join IRIS

To start investing in an IRIS Super Income Stream, Transition to Retirement Income Stream or Term Allocated Pension, please follow these simple steps:

Step 1: Read the Product Disclosure Statement

Ensure that you carefully read and fully understand the Product Disclosure Statement (PDS).

Step 2: Decide which IRIS investment option(s) are right for you

Understanding your investment objectives and time frames as well as your risk tolerance will help you choose the right investment option(s).

You should assess your financial situation or obtain appropriate financial advice before making any investment decisions.

Step 3: Complete relevant forms

You will find all required forms at the back of the PDS. Please refer to page 51 in the PDS for further instructions.

Step 4: Send relevant paperwork to IRIS

Please send all relevant forms and other required paperwork by mail to:

IRIS Administration
Locked Bag 200
Carlton South Vic 3053

Faxed or emailed requests will not be accepted.

Step 5: Await the confirmation letter

When your application has been received and accepted by IRIS, your account will be established. We will then forward you a letter confirming your investment and membership number.