HESTA

At HESTA, everything we do is to benefit our members. With more than 1 million members and $100 billion* in funds under management, we've learned a thing or two about looking after super. We're the specialist industry super fund that invests in and for people who make our world better. We're committed to creating better futures for the retirement of our members, women and in fact, all Australians.

We offer competitive fees and costs - that way, more money stays working for the future. We help them take control of their future through education and advice using online tools, nation-wide information sessions or personalised consultations.

Product Size:

$95.34 Billion

Fund Size:

$109.83 Billion

Key Features

Our online portal offers members an easy way to manage their super
Eligible members have access to default Income Protection Cover and Death Cover
We provide a range of ready-made investment options
We are a fund for life - offering both Transition to Retirement and Income Stream options
Competitive fees and costs
Education seminars
Ethical / SRI investment choices

Investment Option Performance

Investment Performance	Growth Asset Weighting	1 year (pa)	3 years (pa)*	5 years (pa)*	10 years (pa)
Australian Shares	100%	14.70%	11.93%	7.55%	8.82%
Balanced Growth	68.00%	9.59%	8.61%	6.56%	8.02%
Cash and Term Deposits	0.00%	2.56%	0.97%	1.15%	1.65%
Conservative	34.00%	5.74%	4.27%	4.28%	5.45%
Diversified Bonds	0.00%	0.44%	-2.31%	0.47%	2.25%
High Growth	84.00%	12.58%	11.27%	8.30%	9.46%
Indexed Balanced Growth	75.00%	12.47%	N/A	N/A	N/A
International Shares	100.00%	17.96%	10.65%	8.13%	10.19%
Property and Infrastructure	50.00%	3.74%	8.47%	5.38%	7.63%
Sustainable Growth	72.00%	9.94%	7.63%	7.28%	9.28%

Performance - as at 30 September 2023

Insurance Options

Insurance - Death Only
Insurance - Death and TPD
Insurance - Income Protection

Financial Planning Available

Financial Advice - Limited
Financial Advice - Full Financial Planning

Extra Benefits Available

Member Services
- Call Centre
- Website
- Mobile Website or App
- Social Media Presence
- Newsletters for Members
- Newsletters for Employers
- Education Seminars
- Online Account Access
- Online Membership Application
Investment Flexibility
- Investment Choice
- Multi-Manager Investment Choice(s)
- Choice of Asset Allocation
- Ethical / SRI Investment Choice(s)
- Online Investment Switching
- Monthly or Quarterly Investment Reports
Insurance Options
- Insurance - Death Only
- Insurance - Death and TPD
- Insurance - Income Protection
Financial Advice
- Financial Advice - Limited
- Financial Advice - Full Financial Planning
Account Flexibility
- Spouse Accounts
- Retirement Products
- Transition to Retirement Facility
- EFT / BPAY Contributions
- Contribution Splitting
- Binding Death Benefit Nominations
- Anti-Detriment Payments
Ancillary Services
- Business Loans
- Credit Cards
- Home Loans
- Insurance - Private Health
- Non-Super Investment Products
- Personal Loans
- Savings Account

Fees & Charges

Fees
Entry/joining fee	$0
Contribution fee	$0
Administration fee	$1.00 per week plus 0.15% p.a of your account balance (subject to fee cap)*
Buy-sell spread	$0
Switching fee	$0
Advice fee	N/A
Fee discounts	N/A
Other	$0