This important information relates to many members' super accounts; their circumstances may be different from yours. If you are in doubt about whether or not a particular provision applies to you or if you simply would like further information, please call us on 1300 880 558.
While all reasonable efforts have been made to ensure the information displayed here is accurate, the Trustee reserves the right to correct any error or omission.
The Account Activity section shows information relating to the following important account components:
The account activity page may, if applicable to your account, show up to two years of your transaction history relating to these areas. For a more detailed listing relating to a specific activity type, you can use the filter to select the Activity Type and dates you wish to view.
Below is a summary of the information within each section of the activity page, aimed at providing you with an understanding of each and how they relate to your account.
Member alerts appear where there is information missing from your account that could help us to both serve you better and to ensure you are getting the most out of your account. Think of it like a profile builder, the information we prompt you for here will ensure your profile is as complete as possible. Alerts may not be displayed in real time, if you have any questions about a specific transaction or request, please call us on 1300 880 558.
If you are a super member, your employer makes contributions on your behalf to your super account. But these contributions alone may not be enough to help you sustain a comfortable lifestyle in retirement. You can boost your super through personal voluntary contributions and by consolidating any other super accounts you may have.
If you are not a pension member, you or your employer may make contributions to your super account. These contributions alone may not be enough to help you sustain a comfortable lifestyle in retirement. You may be able boost your super through personal voluntary contributions or by consolidating any other super accounts you may have. We suggest you contact a licensed financial advisor before making any final decisions.
We show you a breakdown of the contributions made to your account. Any contributions shown are before any tax has been deducted or allowances made for any available tax deduction (gross amounts).
If you received any Government Co-Contributions from the Australian Taxation Office these will be included in your Member After-Tax contributions.
Once we receive and validate your contributions, they are usually credited to your account within five business days.
Important note: Please be aware, any employer or before-tax contributions banked within the few days prior to 30 June may not appear in your concessional contribution totals until your account is reconciled as part of the annual review process. Amounts are subject to change.
Annual Contribution Caps apply to both accumulation and pension accounts; therefore it is important to consider your personal circumstances before making additional contributions.
You are responsible for making sure you do not exceed your annual contributions caps. Your account activity and the contribution caps page information will help you to monitor contributions made to your account against the caps. For your total year to date contributions and to find out how they’re tracking against the caps, please call us on 1300 880 588.
Important note: You should be aware that if contributions are made to super accounts you have outside of the Fund we won’t be able to provide you your total year to date contributions. We will only be able to advise you about contributions to your account with us.
If you are eligible, you will be able to transfer certain contributions from your account to your spouse’s super.
If you have a pension account, your initial investment will appear in this section.
If you selected more than one investment option at the time of commencing your pension, the amount initially invested for each chosen investment option will appear.
You cannot add to a pension account once income stream payments have started. If you wish to transfer additional super benefits into your pension, you will need to purchase a new and separate pension.
Important note: The amounts shown in this section are gross of tax but net of fees (if any).
Depending on the conditions applying to your account, a number of taxes and fees may be payable These fees and taxes will appear in the Deductions section.
It is important to provide us with your tax file number; otherwise you may pay more tax than you have to. Check your Personal Details page to see whether you've provided your tax file number.
Any fees and insurance premiums shown are gross amounts ie.before any tax has been deducted or allowances made for any available tax deduction.
Any deductions shown may not reflect all of the conditions (and deductions) that may apply to your account. The information provided is an estimate only and may not include deductions that have not yet been processed. While we make all reasonable efforts to ensure that the information in this estimate is correct, we reserve the right to correct any error or omission.
For full information on how we calculate fees and deductions, please refer to the relevant Product Disclosure Statement (PDS). You can download a copy from the Documents section of the website or, if you'd prefer, call us on 1300 880 588.
In the Messages section, you can view the status of requests received from you or on your behalf for your account. You can also view any correspondence we've sent you. Messages may not be displayed in real time, if you have any questions about a specific transaction or request, please call us on 1300 880 588.
