Advice Toolkit

Use our calculators and other online tools to self assess a range of financial needs on super, retirement and investing.

I want Financial Advice

An Adviser can help you with your super and retirement planning.

Financial news and information

Monthly market reports provided by Frontier Investment Consulting.

Advice for Businesses

How can our Advisers help you with your business?

Book Appointment

Speak to an Adviser over the phone, face-to-face, or meet online via web cam.

Learn about super

• Is my super on track?
• What is super?
• How can I add more to my super?
• Insurance inside super
• Super basics for employers

Find my lost super

Search for your lost super at no charge.

Find a super fund

See a list of industry super funds.

Consolidate my super

The more super accounts you have, the more fees you are paying. Use our online form to consolidate now.

Frequently Asked Questions

We answer questions about super, including salary sacrifice, accessing super, tax on super and lost super.

Ask a question about super

One of our Advisers will respond to you as
soon as possible.

Speak to an Adviser

An Adviser can discuss your options in
person, over the phone or online via
web cam.

How much super will I have in retirement?

How does your super balance compare with the ASFA benchmark, and will it be enough?

How much income will I need in retirement?

What's your preferred retirement lifestyle?

Retirement Income

Are you better off claiming a lump sum when you retire, or establishing an income stream?

Transition to Retirement

What is it, and how can you transition from work to retirement?

Do I qualify for the Age Pension?

Learn more about Centrelink's Age Pension - the qualification rules and how to claim the Age Pension.

IRIS Retirement Income

IRIS is a low cost retirement solution, providing regular income to industry fund members when they retire.

Ask a question about
retirement planning

One of our Advisers will respond to
you as soon as possible.

Speak to an Adviser

An Adviser can discuss your options in
person, over the phone or online via
web cam.

Learn about investing

• Investing basics
• What is a Risk Profile?
• How much can I save?
• Investing outside super

Budget Planning

Use our online budget tool to help you get started on organising your finances

Market Update

Watch our video update on the current situation in the markets.

Industry Fund Portfolio Service

An investment solution that’s easy to use and can be designed to suit your particular needs.

Ask a question about investing

One of our Advisers will respond to you as soon
as possible.

Speak to an Adviser

An Adviser can discuss your options in person, on the phone
or online via web cam.

What is the Industry Fund Portfolio Service?

An investment solution that’s easy to use and can be designed to suit your particular needs.

Features at a glance

An overview of the Industry Fund Portfolio Service.

How it works

Investment options, Investment Managers, fees and reporting.

Investment Performance & Interest Rates

Performance for Investment Models, Term Deposit and Cash Management Account rates, Australian Direct Share Investment Model quarterly report.

How to apply

What you need to do in order to apply for the Industry Fund Portfolio Service.

Documents

Download Disclosure Documents, Financial Services Guide, forms and fact sheets.

Frequently Asked Questions

Browse through some FAQs regarding the Industry Fund Portfolio Service.

Contact us

Contact us if you have any enquiries regarding the Industry Fund Portfolio Service, or if you'd like to book an appointment with an Adviser.

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About Industry Fund Services

IFS is the leading provider of financial product and advice services to industry super funds and union members.

Contact Us

Contact us if you have any enquiries regarding our products or services, or if you'd like to book an appointment with an Adviser. 

Speak to an Adviser

An Adviser can discuss your options in person, on the phone
or online via web cam.