Resources
Forms and Factsheets
You can download a range of forms and important information from this section – from Product Disclosure Statements and Guides, to insurance and claim forms.
Product Disclosure Statements (PDS)
Insurance, Fees & Costs Guides
Investment Guide
Super Guide
Forms
- Form: Change of details
- Form: Change personal details (iQ Retirement)
- Form: Change investments
- Form: Investment choice
- Form: Nomination of beneficiaries
- Form: Change of details - For Russell Private Investment Series
- Form: Dealer group details
- Form: Tax File Number notification and super consent
Factsheets
Forms
- Form: Contributions
- Form: Contribution by Cheque
- Form: Contribution by cheque (iQ Retirement)
- Form: Contribution splitting application
- Form: Notice of intent to claim or vary a deduction for personal super contributions
- Form: Spouse contribution
- Form: Start or Change a Regular Investment Plan form
- Form: Additional Investment form
Factsheets
- Fact sheet: Contribution limits
- Fact sheet: Concessional contribution limits for defined benefit members
- Fact sheet: Making electronic contributions
- Fact sheet: Salary sacrifice vs after-tax contributions
- Fact sheet: Spouse Contribution Splitting
- Fact sheet: Super co-contribution
- Fact sheet: Understanding how your super is taxed (for high income earners)
Forms
- Form: Ad hoc payment
- Form: Change pension payment details
- Form: Regular Withdrawal Plan Form
- Form: Withdrawal Request form
- Form: Departing Australia Superannuation Payment Direction
- Form: Retiring statutory declaration
Factsheets
- Fact sheet: When you can access your super
- Fact sheet: Departing Australia Superannuation Payment
- Fact sheet: Ease yourself into retirement
- Fact sheet: First Home Super Saver Scheme
- Fact sheet: Minimum pension limits
- Fact sheet: Taking care of your finances
- Fact sheet: Understanding redundancy
- Redundancy and your super
- Fact sheet: Your Death benefit
- Fact sheet: Understanding how your super is taxed (for high income earners)
- Fact sheet: Spouse Contribution Splitting
- Fact sheet: Salary sacrifice vs after-tax contributions
- Fact sheet: Making electronic contributions
- Fact sheet: Super co-contribution
- Fact sheet: Ease yourself into retirement
- Fact sheet: Contribution limits
- Fact sheet: Minimum pension limits
- Fact sheet: Concessional contribution limits for defined benefit members
- Compliance Letter
- Fact sheet: Taking care of your finances
- Fact sheet: Superannuation basics
- Fact sheet: Financial adviser checklist
- Fact sheet: Your Total and Permanent Disablement benefit
- Fact sheet: Your Income Protection benefit
- Fact sheet: When you can access your super
- Fact sheet: Nominating your beneficiary(s)
- Fact sheet: Departing Australia Superannuation Payment
- Fact sheet: Providing proof of identity
- Fact sheet: First Home Super Saver Scheme
- Fact sheet: Choice of superannuation fund
- Fact sheet: Consolidate your super
- Fact sheet: Your super and insurance when leaving an employer
- Fact sheet: Understanding redundancy
- TRM Complaints Policy
- TRM Complaints Charter
- Dispute resolution
- Redundancy and your super
- Understanding Volatility