IPS Personal Superannuation
PDS
Fact sheets
- fact sheet 1: IOOF Portfolio Service investment strategies
- fact sheet 2: IOOF Portfolio Service investment options menu
- fact sheet 3: Everything you need to know about contributions to personal super
- fact sheet 5: Accessing your personal super
- fact sheet 6: Dependant nominations for personal super
- fact sheet 7: Taxation information relating to personal super
- fact sheet 9: Other personal super information you may find useful
- fact sheet 10: Transitional fee arrangements for personal super
- fact sheet 12: Insurance through personal super
- fact sheet 13: Investing in a term deposit
- fact sheet 14: Investing in listed securities available in Direct Share Choice
- fact sheet 104: More about risks
- fact sheet 108: Key words explained
Information sheets
eForms
Forms
- Insurance forms
- Investment Authority
- Direct Share Choice Investment Authority
- AML Identification forms
- Benefit Payment Request form
- CGT Small Business Concession Contribution - Election form
- Change of Personal Details form
- Confirmation of Binding Nomination form
- Contributions Splitting form
- Death Benefit Nomination - Binding Nomination
- Death Benefit Nomination - Non-Binding Nomination
- Direct Debit Request form
- Electronic Communications form
- Fee Aggregation Application
- Financial Adviser Authority form
- Frozen Fund Redemption Form
- Individual Contribution form
- Personal Injury Contribution - Election form
- Request to transfer a superannuation benefit
- Revocation of Binding Nomination form
- Super Choice Fund Nomination form
- Tax Deduction Notice - Section 290-170 ITAA
- Tax Deduction Notice for 2006/2007 financial year - Section 82AAT
- Tax File Number (TFN) Notification form
- Tele-interview request
- Term deposit reinvestment form