Your statement includes a summary of your account and a list of your transactions from 1 July 2018 to 30 June 2019.

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 8 October onwards.

We would like to provide them earlier, but a lot of information needs to be pulled together before we can calculate end of year fees and returns, and this is the earliest date possible.

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

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

Your statement includes transactions from 1 July 2018 up to 30 June 2019. If you want information about activity after 30 June 2019 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 fund returns in the table. This would be due to the size and timing of transactions on your account during the year.

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

The entry ‘Other fees of your investment’ includes any 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.

These ‘Other fees’ are paid from the assets of the investment option(s) 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 about fees for your super fund refer to the Member Booklet Supplement: Fees and other Costs. If you have a retirement income stream please refer to 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’. 

You can log in to your account to see your recent transactions, and current beneficiaries, insurance and investment choices. You can also download copies of your annual statements saved in your document centre.

To register for online access 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, just 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

Yes, when you go into your app you’ll be able to access up to seven years’ of annual statements.

I want to download the app

Managing your account

To tell us who you would like your super left to if you die you need to nominate your beneficiaries.

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

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 when you log in to your account. Simply enter the new percentages 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 super advisers^1. They can help you choose an investment option over the phone, based on your personal situation and attitude to risk, at no additional cost to you – it’s part of the service.

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 super advisers can give you a recommendation based on your personal situation, at no additional cost to you – it’s part of the service. 

I would like to book an advice appointment

It’s easy to change your insurance cover:

  • You can apply or make changes online – just log in to your account, view the insurance page and select Insurance Express Online, or
  • Download the relevant insurance form
  • Call us.

To work out how much cover you need or how much it could cost, use our Insurance cover and cost calculator.

If you have compulsory Police Blue Ribbon or compulsory Ambulance Officer insurance you won’t be able to make changes to this insurance. 

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. You can do this by logging in to 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

Simple advice relates to your First State Super account and is provided 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.