You must read and understand this document before joining iQ Retirement.
The Financial Services Guide (FSG) is intended to inform you of certain basic matters relating to our providing you with a financial service.
Retire on your terms
This brochure outlines the way iQ Retirement can be used as part of a transition to retirement strategy.
FormsRollover Form (for iQ Retirement)
Rolling over your super is easy with us. Simply complete the three steps on this form and we'll take care of the rest.
Change Investments Form
Use this form to advise any changes to your investment portfolios.
Ad hoc Payment Form
Use this form to receive an ad hoc pension payment.
Choice of Fund Form
If you would like to choose iQ Retirement to receive your employer contributions, complete and give this form to your employer.
Change Pension Payment Details Form
Use this form to advise any changes to your pension payments.
Consolidate Accounts Form
Use this form to consolidate your existing Pension Account(s) or start an additional Pension Account.
Contribution by Cheque Form (for iQ Retirement)
Use this form to advise when a contribution is made by cheque by you, your spouse or your employer to iQ Retirement.
Retiring Statutory Declaration Form
Use this form to advise us of your retirement from the workforce.
Change Personal Details Form (for iQ Retirement)
Use this form to advise any changes to your personal details, bank account or beneficiaries.
Tax Withholding guide and form (ATO website)
Tax Withholding Guide and Form from the ATO website.
If you have reached preservation age and are no longer working, you can access your super to start a full pension.