Getting online access to your iQ Retirement account can make managing your pension income payments much easier and faster.
Here are seven steps to get you started
Check your pension payments
You can (and must) nominate the amount and timing of pension payments. You can nominate pension payments be made to you monthly, quarterly, semi-annually or annually. You can change the amount and frequency of your regular pension payments at any time.
Additionally, you can request that an ad-hoc amount be paid from your Pension Account, typically no more than twice a year.
All this can be done via your online account.
Review your investment strategy
You can choose from more than 20 investment options in five categories—diversified, sector, outcome-oriented, responsible and third-party.
The Diversified options provide implemented investment solutions, which combine a range of investment managers across an array of asset classes. Alternatively, you can choose from the single sector options to build your own customised asset allocation.
If you would like to change your investment options, you can do so at any time—online.
Nominate your beneficiaries
Who will get your retirement benefit after you’re gone?
Make sure the ones you love have financial security, by nominating who will receive your benefit—via a beneficiary nomination.
Already nominated a beneficiary? Make sure that your nomination is up to date and still reflects your wishes.
Access your Annual statement
With iQ Retirement, you receive a statement every quarter. You can easily access it through your online account
It provides all the key information about your account, such as the value of your investment, personal details, account history, investments at a glance, any beneficiaries you have nominated, investment returns and fees.
Access important documents
Looking for an important document, such as the Product Disclosure Statement or a form? The quickest way to find it is via your online account.
Keep in touch…
The more options we have to contact you, the better informed you’ll be about your pension account.
If we’re missing your current mailing address, phone numbers or email address, there’s a good chance you’re missing out on important communications from us. Update your contact details online to make sure you’re staying in touch, informed and in control.
…and go paperless
If we have your email address, we’ll use it to get in touch with you—for communications such as important notices about your account, your annual statement, information on optimising your pension, market commentary and newsletters.
When you update your personal details, be sure to give us your email address.
GO ONLINE OR REGISTER
Ready, set, go… online
If you’ve already registered for online access, but haven’t looked at your account in a while, simply log in.
You’ll need your member number and password handy. Can’t remember your password? Re-set it via the ‘Forgotten your PIN/password?’ link on the log in page. Can’t remember your member number? Call us on 1800 555 667.Log in
Registering for the first time?
If you’ve never gone online to check out your pension account, now’s the time. You’ll need your member number and to confirm some details. Not sure what it is? Call us on 1800 555 667.
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