Industry Fund Services

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Industry fund pensions / Super income streams

IRIS Pensions (IRIS)

IRIS is the leading provider of industry fund pensions / super income streams. We can cater for the needs of all size and type of funds, including industry, public sector and in-house company funds. Benefits include:

• Cost effective alternative to setting up your own pension
• Economies of scale - $1 billion FUM and getting bigger
• Strong history of investment returns*
• No commissions paid to advisers
• 10 investment options for your members to choose from
• Members have online access to their accounts

Options for your fund

1. IRIS Retirement Income

• Simply nominate IRIS as your fund’s preferred pension to give your members access to a well established and low fee industry retirement product.
• We look after all the management, administration and marketing of the pension for you.
  No cost for your fund.

2. White Label Pension

• Badge IRIS as your own fund pension.
• We act as the Trustee of the pension and look after the management, administration and other back office functions.
• We produce all marketing and member reporting as per your fund branding guidelines.

3. Fund Based PST Pension

• Your fund acts as the Trustee for the pension.
• FUM and members are retained within your fund.
• Seamless member transition from accumulation to retirement phase.
• Investments through a Pooled Super Trust (PST)
• Management and operations outsourced to us via a management agreement.

Contact

Visit IRIS’ website with information for current and potential members or call Andrew Whiley, National Marketing & Distribution Manager, on (03) 9923 7131 to discuss the different options.