Documents and forms
Find all disclosure documents, forms and guides you need in one place.
- Shadforth Portfolio Service – Super and Pension Product Disclosure Statement (PDF, 749 KB)
- Shadforth Portfolio Service – Investment Offer Document (PDF, 526 KB)
- Shadforth Portfolio Service – Term Allocated Pension Product Disclosure Statement (closed) (PDF, 684 KB)
- Shadforth Portfolio Service general reference guide – Super & Pension (PDF, 1218 KB)
- Shadforth Portfolio Service general reference guide – Investment (PDF, 467 KB)
- Shadforth Portfolio Service investment guide (PDF, 511 KB)
- Shadforth Portfolio Service investment menu (Excel, 218 KB)
- Shadforth Portfolio Service insurance guide (PDF, 610 KB)
- Shadforth Portfolio Service – Super Target Market Determination (PDF, 353 KB)
- Shadforth Portfolio Service – Pension Target Market Determination (PDF, 320 KB)
- Shadforth Portfolio Service – Investment Target Market Determination (PDF, 319 KB)
- Find out more about Target Market Determinations on our IOOF website
- Investment option updates – July 2024 (PDF, 149 KB)
- Investment option updates – June 2024 (PDF, 166 KB)
- Investment option updates – May 2024 (PDF, 149 KB)
- Investment option updates – April 2024 (PDF, 145 KB)
- Investment option updates – March 2024 (PDF, 151 KB)
- Investment option updates – February 2024 (PDF, 124 KB)
- Investment option updates – January 2024 (PDF, 129 KB)
- Investment option updates – December 2023 (PDF, 200 KB)
- Investment option updates – November 2023 (PDF, 189 KB)
- Investment option updates – October 2023 (PDF, 262 KB)
- Investment option updates – September 2023 (PDF, 116 KB)
- Upcoming changes to IOOF and MLC funds – September 2023 (PDF, 160 KB)
- Investment option updates – August 2023 (PDF, 158 KB)
- Investment option updates – July 2023 (PDF, 117 KB)
- Investment option updates – June 2023 (PDF, 127 KB)
- Investment option updates – May 2023 (PDF, 120 KB)
- Investment option updates – April 2023 (PDF, 144 KB)
- Investment option updates – March 2023 (PDF, 145 KB)
- Investment option updates – February 2023 (PDF, 119 KB)
- Investment option updates – January 2023 (PDF, 139 KB)
- Investment option updates – December 2022 (PDF, 140 KB)
- Investment option updates – November 2022 (PDF, 148 KB)
- Investment option updates – October 2022 (PDF, 160 KB)
- Investment option updates – September 2022 (PDF, 243 KB)
- Investment option updates – August 2022 (PDF, 118 KB)
- Investment option updates – July 2022 (PDF, 121 KB)
- Investment option updates – June 2022 (PDF, 120 KB)
- Investment option updates – May 2022 (PDF, 148 KB)
- Investment option updates – April 2022 (PDF, 133 KB)
- Investment option updates – March 2022 (PDF, 123 KB)
- Investment option updates – February 2022 (PDF, 135 KB)
- Investment option updates – January 2022 (PDF, 133 KB)
- Client account and investment performance guide (PDF, 285 KB)
- Death Benefit Nomination fact sheet (PDF, 67 KB)
- Electronic signatures (PDF, 85 KB)
- Financial Services Guide – Super & Pension (PDF, 71 KB)
- Financial Services Guide – Investment (PDF, 64 KB)
- Foreign tax status (PDF, 57 KB)
- Guide to completing W-8BEN individual US tax forms (PDF, 186 KB)
- Guide to completing W-8BEN-E entity US tax forms (PDF, 417 KB)
- Guide to completing Ireland Dividend Withholding Tax (DWT) forms (PDF, 882 KB)
- Guide to your IDPS tax statement (PDF, 125 KB)
- In Specie transfer guide (PDF, 113 KB)
- Insurance claims guide – Death Insurance (PDF, 490 KB)
- Insurance claims guide – Income Protection Insurance (PDF, 458 KB)
- Insurance claims guide – Terminal Illness Insurance (PDF, 575 KB)
- Insurance claims guide – Total and Permanent Disability Insurance (PDF, 491 KB)
- Occupation Rating Guide (PDF, 833 KB)
- Certificate of Compliance (PDF, 55 KB)
- Investment closures and terminations explained (PDF, 68 KB)
- Insurance premium rate factors and premium rates (PDF, 395 KB)
- Retail insurance policies
- Additional Lump Sum Contribution (PDF, 104 KB)
- Additional Tax Information Form – Investment (PDF, 102 KB)
- Advice fees (PDF, 162 KB)
- Advice fees – Wholesale clients (PDF, 119 KB)
- Adviser details (add financial adviser authority) (PDF, 79 KB)
- Appointment of Representative (other than your financial adviser) (PDF, 101 KB)
- ATO Capital gains tax cap election form (ATO form) (PDF, 307 KB)
- ATO Contributions for personal injury election (ATO form) (PDF, 212 KB)
- ATO Contributions splitting form (ATO form) (PDF, 218 KB)
- ATO Departing Australia Superannuation Payment form (ATO form) (PDF, 294 KB)
- ATO Downsizer contribution into superannuation form (PDF, 220 KB)
- ATO Inactive low-balance accounts form (ATO form) (PDF, 245 KB)
- ATO Notice of Intent to Claim a Tax Deduction form (ATO form) (PDF, 222 KB)
- ATO Tax file number declaration (ATO form) (PDF, 426 KB)
- Beneficiary Nomination (PDF, 149 KB)
- Change of details – Super & Pension (PDF, 142 KB)
- Change of details – Investment (PDF, 287 KB)
- Change of signatories and trustees (PDF, 192 KB)
- Choice of fund form and Certificate of compliance (PDF, 97 KB)
- Claiming a tax deduction for personal contributions guide (PDF, 63 KB)
- Direct Debit Request (PDF, 153 KB)
- Family fee aggregation (PDF, 108 KB)
- Foreign tax status declaration - Entities (PDF, 103 KB)
- Foreign tax status declaration - Individual and Controlling Person (PDF, 84 KB)
- Frozen and illiquid investment options (PDF, 282 KB)
- High threshold transaction (PDF, 91 KB)
- Inactive low-balance account declaration (PDF, 50 KB)
- Investment instruction (PDF, 244 KB)
- In specie transfer unrealised CGT parcel information form (PDF, 88 KB)
- In specie transfer unrealised CGT parcel information spreadsheet (excel file) (Excel, 3.3 MB)
- In Specie Transfer of Assets - Investment (PDF, 171 KB)
- Ireland Dividend Withholding Tax (DWT) form (refer to the guide under Client Guides) (PDF, 204 KB)
- KiwiSaver scheme transfer form (PDF, 105 KB)
- Nomination of Financial Institution (PDF, 85 KB)
- Overseas investor form (PDF, 115 KB)
- Payment instruction form (PDF, 135 KB)
- Politically exposed persons (PDF, 94 KB)
- Proof of identity (PDF, 119 KB)
- Regular withdrawal plan – Investment only (PDF, 117 KB)
- Request to Transfer form (PDF, 126 KB)
- Retirement Declaration (PDF, 64 KB)
- Standard transfer form (PDF, 113 KB)
- Tax File Number notification (PDF, 71 KB)
- Transfer of listed assets (PDF, 171 KB)
- Transfer to super (PDF, 107 KB)
- Withdrawal form – Super & Pension (PDF, 171 KB)
- Withdrawal form – Investment (PDF, 111 KB)
- W-8BEN individual US tax form (refer to the guide under Client Guides) (PDF, 66 KB)
- W-8BEN-E entity US tax form (refer to the guide under Client Guides) (PDF, 307 KB)
- Application for Insurance (PDF, 283 KB)
- Insurance application - life events and salary increase (PDF, 305 KB)
- Insurance opt in (PDF, 65 KB)
- Insurance Tele-interview request form (PDF, 115 KB)
- Occupational duties questionnaire (PDF, 89 KB)
- Reinstate insurance and health declaration (PDF, 83 KB)
- Transfer your insurance cover (PDF, 158 KB)
- NAL Investor Statements Review Report - 30 June 2024 (PDF, 216 KB)
- NAL Investor Statements Control Report - 30 June 2024 (PDF, 189 KB)
- Proxy voting policy
- Trustee Annual Report 2020 (PDF, 380 KB)
- Trustee Annual Report 2021 (PDF, 470 KB)
- Trustee Annual Report 2022 (PDF, 347 KB)
- Trustee Annual Report 2023 (PDF, 625 KB)