Your member statement includes a summary of your account and a list of your transactions from 1 July 2017 to 30 June 2018.

You’ll also find information about fees, your investment options, any insurance benefits you may be entitled to and a summary of the money coming in and going out of your account.

About your statement

Along with your statement, you'll receive a copy of your six-monthly member magazine, SuperNews. The magazine includes the latest fund news as well as an update on investment markets and information on recent changes to super.

I want to view the latest edition of SuperNews

We are mailing statements progressively from 5 October 18.

If you have chosen to receive your statement online, we’ll send you an email letting you know when your statement is available. To view your statement, log in to your account and go to the Document centre.

If you currently receive your statement in the mail and would like to receive it online in future, simply update your communication preferences.

Your statement includes transactions from 1 July 2017 up to 30 June 2018. If you want information about activity after 30 June 2018 please log in to your account or contact us.

Reading your statement

Your statement now includes your individual (or net) rate of return. This is your personal return for the year based on the actual investments you held. Your return could be different to the returns table because of the size and timing of transactions on your account during the year.

I want to learn why my individual rate of return is different

‘Other fees of your investment’ reflect the fees and costs associated with the purchase/sale and ongoing management of the investments of your selected investment option(s) such as fees paid to investment managers, our custodian and brokers.

Other fees are paid from the assets of your investment option before we calculate the unit price and are not deducted directly from your account.

Please note that we now include all indirect costs as ‘Other fees of your investments’, which is why the ‘Indirect costs of your investment’ this year is reported as nil.

For more information on fees refer to the Member Booklet Supplement: Fees and other Costs, or for retirement income stream members, please see the Member Booklet: Transition to Retirement Income Stream or Member Booklet: Retirement Income Stream. Note that in these documents ‘Other fees of your investment’ are referred to as ‘Investment fees’. 

Log in to your account to see information about your transactions, beneficiaries, insurance and investment choices. Copies of your annual statements are available in your document centre and can be downloaded.

You can get more out of your membership by taking a few minutes to register for online access to your account. You’ll need to enter a one-time PIN which we’ll send to your mobile phone via SMS or to your email address. To update your password, you’ll need to enter the PIN within ten minutes of receiving it, so make sure your mobile phone is handy.

If we don’t have your mobile number or email address, we’ll ask you to give us a call to update your details.

I want to register for online access

Managing your account

You should tell us who you would like your super left to if you die by nominating beneficiaries.

You need to make a separate beneficiary nomination for each account you have with us. A nomination on one account does not apply to other accounts you may have with us.

Only binding nominations are available for defined and deferred accounts.

I would like to nominate a beneficiary

You can change (or switch) investment options for your current balance, your future contributions, or both under Investment switch in your online account. Simply enter the percentage you would like to allocate to each option.

If you're not sure which investment option(s) is right for you, check out our online guide or talk to one of our superannuation advisers^1. They can give you a recommendation over the phone, based on your personal situation, at no additional cost to you.

I would like to book an advice appointment

There are a number of ways to contribute to your account:

  • BPAY® ^2
  • Electronic funds transfer (EFT)
  • Direct debit
  • Cheque or money order
  • Regular deduction from your pay

Learn more about how to make a contribution. If you’re not sure how much or what type of contributions to make, one of our planners can give you a recommendation based on your personal situation, at no additional cost to you.

I would like to book an advice appointment

To apply for or modify your existing insurance cover, log in to your account, and view the Insurance cover page where you can click on Apply to increase your cover.

Alternatively, download the Application for insurance form.

To get an estimate of how much your automatic and additional cover could cost, use our Insurance cover and cost calculator.

You can also cancel or reduce your insurance cover at any time. To do this, you will need to complete the Application to reduce or cancel insurance cover form or simply give us a call on 1300 650 873. If you have registered for online access, you can also reduce or cancel your cover online via Insurance Express in your member portal.

If you're an eligible police officer or ambulance officer, you can’t apply to modify your Police Blue Ribbon Insurance or Ambulance Officers' Insurance cover. However, you can apply to increase, decrease or transfer any cover you have with us as an employer-sponsored member. There are restrictions on the type of additional cover you can apply for.

I would like help with my insurance

You may not receive your statement in the mail if you’ve moved and you didn’t update your details in time.

You can still view and download your statement online by logging into your account. If you would like us to mail you another copy of your statement free of charge, please contact us.

To ensure you receive important communications from us in the future, please provide us with your current address by logging into your account, completing the Change of member details form or contacting us. Also consider signing up for online statements. This way you’ll receive your statement wherever you are.

You can use our online tool to transfer and combine any other super accounts into your First State Super account. You can also use the tool to find lost super.

I want to search for and combine my super

You have access to simple financial advice on matters related to your First State Super account at no extra cost^3. The cost is covered by your annual administration fee.

To make an appointment, you can book online or contact us. We'll talk to you before your appointment to help you determine your advice needs.

I want to make an appointment for advice
  1. Financial planning services are provided by our financial planning business State Super Financial Services Australia Limited, trading as StatePlus, ABN 86 003 742 756, AFSL No. 238430. StatePlus is wholly owned by First State Super.

  2. Registered to BPAY Pty Ltd ABN 69 079 137 518

  3. A fee will be payable for broader or more complex advice.