1. Tell us about yourself

Update this form to provide important details required to set up your account in iQ Super for Life. This Application Form relates to the iQ Super for Life Product Disclosure Statement dated 1 October 2020 (the ‘PDS’) within the Russell Investments Master Trust (the Fund). Terms defined in the PDS have the same meaning in this form. The PDS contains important information about investing in the Fund. It is important that you read the PDS before applying for units in any of the investment options of the Fund.

If you would like more details about how we collect, use and disclose your personal information, you can access the Trustee’s privacy policy at russellinvestments.com.au/privacy or call us on 1800 555 667

2. Your contact details

* We may SMS you from time to time

3. Tax file Number
Under the Superannuation Industry (Supervision) Act 1993, your superannuation fund is authorised to collect your Tax File Number (TFN), which will only be used for lawful purposes. These purposes may change in the future as a result of legislative change. The Trustee of your superannuation fund may disclose your TFN to another superannuation provider, when your benefits are being transferred, unless you request in writing to the Trustee of your superannuation fund that your TFN not be disclosed to any other superannuation provider. It is not an offence not to quote your TFN. However, giving your TFN to your superannuation fund will have the following advantages (which may not otherwise apply). Your superannuation fund will be able to accept all types of contributions to your account(s). Concessional contributions will generally be taxed at the concessional rate of 15% (without your TFN, these contributions will be taxed at a higher rate). Other than the tax that may ordinarily apply, no additional tax will be deducted when you start drawing down your superannuation benefits. It will make it much easier to trace different superannuation accounts in your name, so that you receive all your superannuation benefits when you retire. Your TFN will otherwise remain confidential.
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Your consent will be retained by us for future searches. You can withdraw your consent at any time in the future by contacting us on 1800 555 567.

4. Investment strategy

Your Investment Options

Choose your investment strategy below, for more details refer to the iQ Super for Life – Investments Guide.

5. Insurance cover

Select from the below insurance options to tell us what preference best fits your needs.

By clicking Submit, I declare that

  • I have read and understood the iQ Super for Life Product Disclosure Statement (PDS) to which the Application Form relates.
  • I understand that iQ Super for Life is an online only product and that communications will be sent electronically.
  • I agree to be bound by the terms and conditions of the PDS and the Trust Deed for the Russell Investments Master Trust, as amended from time to time.
  • I acknowledge that the Trustee reserves the right to refuse applications for units at its discretion.
  • I acknowledge that the repayment of capital or the performance of any option in iQ Super for Life is not guaranteed.
  • I have read and agree to the Your privacy section of the PDS.
  • I consent to the use of my personal information in accordance with the Your privacy section of the PDS.
  • I understand that each year an Annual Report for the Fund will be available online.
  • I have read and understood the contents of this form and have checked that all the information I have provided on this form is correct.

I acknowledge that I have read and understand the documentation above and agree to be bound by it.

Temporary password

This temporary password will give you secure access to your account details online via MemberAccess as soon as you finish your application and are issued with your Member ID.

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Security Code

Type the code from the image. Letters are not case sensitive.
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