Risk and your age
Having a super account means you’re an investor, and that involves taking on investment risk. Find out more about risk and why your age matters.
Balance
Having switched to HESTA from a self-managed super fund, Ivan is enjoying a comfortable life in retirement. Find out why Ivan made the switch.*
Creating a comfortable retirement
After a successful career working as a group finance director, then as a tax agent and certified practising accountant, Ivan retired at age 55 and set up a self-managed super fund (SMSF) to manage his retirement savings.
“I used my financial experience to run my SMSF for around 20 years, but over time I found I didn’t have time to do that and care for my wife who sadly passed away three years ago.
"Also it was no longer economic to manage my own investments and I wanted to pay lower fees with an industry fund.”
Making the decision to switch
Ivan switched from his SMSF in 2020. After looking at some other funds, Ivan decided to entrust his retirement savings to HESTA.
Ivan likes HESTA’s long-term investment approach which mirrors his own values, as well as the fund’s investment profiles, flexibility, and competitively priced products and services.
Control, flexibility, security
Along with the peace of mind that comes with his super invested by HESTA’s team of experts, Ivan has freedom to choose where his money is invested.
Like Ivan, all HESTA members have access to a super health check, retirement planning, investment learning, and investment choice.
Enjoying life, living each moment
Ivan believes the key to enjoying the future is living every moment.
“I’m still healthy, I have a new partner and we have enough savings to live comfortably,” Ivan says.
“With HESTA’s help in managing my super, I can enjoy life with my family, travel, and playing golf.”
Learn more about how SMSFs are different from industry funds.
* The views expressed in this member story are the personal opinions and experiences of the member (as at 16 December 2022) and may not be typical. The information is general in nature and does not take into account your objectives, financial situation or needs. Before acting on any information, consider its appropriateness to your circumstances and read the relevant HESTA PDS and TMD at hesta.com.au/pds. You may wish to seek personal advice from a licensed financial adviser or speak with HESTA’s advice team. Any references to fees, investments or account structures (including SMSFs) are general information or opinion only and not a recommendation. Past outcomes are not a reliable indicator of future results.
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