LifeTrack
LifeTrack investment and super products provide investors and members with a leading investment solution. LifeTrack is no longer open to new business from individuals or employers however the existing LifeTrack Corporate and Employer Superannuation funds continue to allow new employees to become members and the LifeTrack Personal Superannuation and Allocated Pension products ensure that we can continue to meet the financial needs of members throughout their lives. LifeTrack is part of one of the largest platforms operated by IOOF. Find out how you can stay on track to meet your financial goals with LifeTrack.
LifeTrack Investments
LifeTrack Investments is closed to new investors.
Forms
- Investment Authority & Account Variation form
- Performance
- Term Deposit Interest Rates
- Withdrawal form
- Frozen Fund Redemption Form
LifeTrack Personal Super
LifeTrack Personal Superannuation provides you with a simple, cost effective yet highly flexible approach to superannuation. Members of Corporate or Employer funds can transfer into the Personal Superannuation product if they change their employer. In doing so they can maintain the same investment strategy, access to all the investment options and keep that all important insurance cover (without providing further medical evidence).
Documents
Forms
- Insurance forms
- QROPS HM Revenue & Customs Acceptance letter
- Individual Contribution form
- Change of Personal Details form
- Tax File Number (TFN) Notification form
- Direct Debit Request
- Investment Authority (Direct Share Choice)
- Investment Authority (Easy Choice and Investor Choice)
- Term Deposit Interest Rates
- Death Benefit Nomination - Binding Nomination
- Death Benefit Nomination - Non-Binding Nomination
- Confirmation of Binding Nomination form
- Revocation of Binding Nomination form
- Your guide to Death Benefit Nomination Binding Nomination
- Request to transfer a superannuation benefit / Certificate of Compliance
- Benefit Payment Request form
- Contributions Splitting form
- Super Choice Fund Nomination form
- Electronic Communications form
- Performance
- Tax Deduction Notice for 2006/2007 financial year - Section 82AAT
- Tax Deduction Notice for 2008/2009 & 2009/2010 - Section 290-170 ITAA
- Tax Deduction Notice - Section 290-170 ITAA
- CGT Small Business Concession Contribution - Election form
-
Personal Injury Contribution - Election form
Depending on your circumstances, further documentation may be required. Please contact us for further information. - Financial Adviser Authority form
Do not use this form as a Change of Financial Adviser or Third Party Authority for information request. - Frozen Fund Redemption Form
- Trustee Reports
LifeTrack Employer Super
Existing employers and members enjoy the benefits of competitive insurance options and a well maintained investment menu selection within the customised plan environment. (Closed to new employers)
Documents
- PDS Part 1 and Supplementary: Member Information Guide
- PDS Part 2: Investment Strategies Booklet
- PDS Part 3: Insurance Booklet
- PDS Part 4: Employer Fund Summary
Forms
- Insurance forms
- QROPS HM Revenue & Customs Acceptance letter
- Change of Personal Details form
- Tax File Number (TFN) Notification form
- Member Direct Debit Request
- Employer Direct Debit Request
- Employer Contribution form
- Death Benefit Nomination - Binding Nomination
- Death Benefit Nomination - Non-Binding Nomination
- Confirmation of Binding Nomination form
- Revocation of Binding Nomination form
- Your guide to Death Benefit Nomination Binding Nomination
- Request to transfer a superannuation benefit / Certificate of Compliance
- Investment Authority (Direct Share Choice)
- Investment Authority (Easy Choice and Investor Choice)
- Term Deposit Interest Rates
- Benefit Payment Request form
- Member Registration form
- At Work Certificate
- Contributions Splitting form
- Super Choice Fund Nomination form
- Electronic Communications form
- Performance
- Tax Deduction Notice for 2008/2009 & 2009/2010 - Section 290-170 ITAA
- Tax Deduction Notice - Section 290-170 ITAA
- CGT Small Business Concession Contribution - Election form
-
Personal Injury Contribution - Election form
Depending on your circumstances, further documentation may be required. Please contact us for further information. - Frozen Fund Redemption Form
- Trustee Reports
LifeTrack Corporate Super
Existing medium to large employers and members of the LifeTrack Corporate Super fund enjoy the benefits of competitive insurance options and a well maintained investment menu selection within the customised plan environment. (Closed to new employers)
Documents
- PDS Part 1 and Supplementary: Member Information Guide
- PDS Part 2: Investment Strategies Booklet
- PDS Part 3: Insurance Booklet
Forms
- Insurance forms
- QROPS HM Revenue & Customs Acceptance letter
- Change of Personal Details form
- Tax File Number (TFN) Notification form
- Member Direct Debit Request
- Employer Direct Debit Request
- Death Benefit Nomination - Binding Nomination
- Death Benefit Nomination - Non-Binding Nomination
- Confirmation of Binding Nomination form
- Revocation of Binding Nomination form
- Your guide to Death Benefit Nomination Binding Nomination
- Request to transfer a superannuation benefit / Certificate of Compliance
- Investment Authority (Direct Share Choice)
- Investment Authority (Easy Choice and Investor Choice)
- Term Deposit Interest Rates
- Benefit Payment Request form
- Contributions Splitting form
- Super Choice Fund Nomination form
- Electronic Communications form
- Performance
- Tax Deduction Notice for 2008/2009 & 2009/2010 - Section 290-170 ITAA
- Tax Deduction Notice - Section 290-170 ITAA
- CGT Small Business Concession Contribution - Election form
-
Personal Injury Contribution - Election form
Depending on your circumstances, further documentation may be required. Please contact us for further information. - Frozen Fund Redemption Form
- Trustee Reports
LifeTrack Cashback Pension
Current members of a LifeTrack super product and/or dependants of a member entitled to receive a pension may choose the LifeTrack Cashback Pension as their 'fund of choice', with the transition to retirement option, as a vehicle in pre retirement. Alternatively this versatile product can provide a simple allocated pension product to meet retirement needs when LifeTrack members retire. (Not available to clients outside of LifeTrack).
Documents
Forms
- Investment Authority (Direct Share Choice)
- Investment Authority (Easy Choice and Investor Choice)
- Change of Personal Details form
- Term Deposit Interest Rates
- Death Benefit Nomination - Binding Nomination
- Death Benefit Nomination - Non-Binding Nomination
- Confirmation of Binding Nomination form
- Revocation of Binding Nomination form
- Your guide to Death Benefit Nomination Binding Nomination
- Pension Variation Form
- Benefit Payment Request form
- Tax File Number Declaration
- Financial Adviser Authority form
Do not use this form as a Change of Financial Adviser or Third Party Authority for information request. - Frozen Fund Redemption Form
- Trustee Reports
LifeTrack Complying Pension
Changes in legislation mean that the LifeTrack Complying Pension is no longer open to new business.
Documents
Forms
Product/Service news!
Information in the Product Disclosure Statement may change from time to time. You can read about these changes by clicking on the below links.
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