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[{"intentTitle":"Retirement transition and Income Stream","intentBodyText":"\u003cdiv class\u003d\"call-selection-wrapper\"\u003e\u003cdiv class\u003d\"call-selection-border\"\u003e \u003c/div\u003e\r\n\u003cdiv class\u003d\"call-selection-body\"\u003e\u003cp\u003eVisit our \u003ca href\u003d\"/content/hesta/members/advice/retirement-hub.html\"\u003eRetirement Hub\u003c/a\u003e for help with super and retirement planning relating to your HESTA account, so you\u0027ll feel ready for your next chapter.\u003c/p\u003e\r\n\u003cp\u003eWe can help you with:\u003c/p\u003e\r\n\u003cul\u003e\r\n\u003cli\u003eunderstanding what you need to get started\u003c/li\u003e\r\n\u003cli\u003esuper and the Age Pension\u003c/li\u003e\r\n\u003cli\u003emaintaining your insurance through HESTA when you start accessing you super\u003c/li\u003e\r\n\u003cli\u003eaccess to personal advice.\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003cp\u003eYou can \u003ca href\u003d\"https://outlook.office365.com/owa/calendar/HESTAHelp1@hestaustralia.onmicrosoft.com/bookings/s/WeCOXLwBZESwurvmfoOlrw2\"\u003emake an appointment\u003c/a\u003e to chat with someone in our team at a time that suits you.\u003cbr /\u003e\r\n\u003cbr /\u003e\r\n\u003c/p\u003e\r\n\u003cp style\u003d\"text-align: left;\"\u003eIf you need more information, give us a call and say one of the following phrases when prompted to be fast tracked to the right team: \u003c/p\u003e\r\n\u003cul\u003e\r\n\u003cli\u003eRetirement\u003c/li\u003e\r\n\u003cli\u003eTransition to retirement\u003c/li\u003e\r\n\u003cli\u003eOpen income stream\u003c/li\u003e\r\n\u003cli\u003eHelp with income stream\u003c/li\u003e\r\n\u003cli\u003eIncome stream withdrawal\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003cp style\u003d\"text-align: left;\"\u003eWithin Australia:\u003c/p\u003e\r\n\u003cp style\u003d\"text-align: left;\"\u003e\u003ca href\u003d\"tel:1300734479\"\u003e1300 734 479\u003c/a\u003e\u003c/p\u003e\r\n\u003cp style\u003d\"text-align: left;\"\u003eOverseas:\u003c/p\u003e\r\n\u003cp style\u003d\"text-align: left;\"\u003e+61 3 9957 0064\u003c/p\u003e\r\n\u003c/div\u003e\r\n\u003c/div\u003e\r\n"},{"intentTitle":"I\u0027m an employer","intentBodyText":"\u003cdiv class\u003d\"call-selection-wrapper\"\u003e\u003cdiv class\u003d\"call-selection-border\"\u003e \u003c/div\u003e\r\n\u003cdiv class\u003d\"call-selection-body\"\u003e\u003cp\u003e\u003cb\u003eContributing super to HESTA\u003c/b\u003e\u003c/p\u003e\r\n\u003cp\u003eWe’re making important changes to our administration services provider, so some of our normal services are temporarily unavailable.\u003c/p\u003e\r\n\u003cp\u003eContributions for HESTA members submitted after Tuesday 15 April will be held and processed from Monday 2 June with an effective date based on the date received.  \u003c/p\u003e\r\n\u003cp\u003e\u003ca href\u003d\"https://www.hesta.com.au/campaigns/admin-changes-for-employers\" target\u003d\"_blank\"\u003eFind out more about the changes we’re making\u003c/a\u003e. \u003c/p\u003e\r\n\u003cp\u003eYou can make super contributions to HESTA for your employees using the below options:\u003c/p\u003e\r\n\u003col\u003e\r\n\u003cli\u003ethe \u003ca href\u003d\"https://clearinghouse.hesta.com.au/LoginView\" target\u003d\"_blank\"\u003eQuickSuper clearing house\u003c/a\u003e* (SuperStream compliant and available free to HESTA employers) or\u003c/li\u003e\r\n\u003cli\u003eany other SuperStream compliant clearing house of your choice.\u003c/li\u003e\r\n\u003c/ol\u003e\r\n\u003cp\u003e\u003cbr /\u003e\r\n\u003cb\u003eRequesting a refund or correction\u003c/b\u003e\u003c/p\u003e\r\n\u003cp\u003eYou can request a refund or correction on all or part of a contribution because of an administrative error within 12 months of the error being made.\u003c/p\u003e\r\n\u003cp\u003e\u003ci\u003eIf fewer than 5 employees are impacted, and the value is under $1,000, you’ll need to: \u003c/i\u003e\u003c/p\u003e\r\n\u003cul\u003e\r\n\u003cli\u003esubmit your request in writing on company letterhead to: HESTA, Locked Bag 35007, Collins Street West, Victoria 8007, and have it signed by a director/authorised officer of your organisation, or\u003c/li\u003e\r\n\u003cli\u003esubmit your request via email to \u003ca href\u003d\"mailto:hesta@hesta.com.au\"\u003ehesta@hesta.com.au\u003c/a\u003e, providing a director/authorised officer\u0027s details, and\u003c/li\u003e\r\n\u003cli\u003esubstantiate your request for refund as an employer administrative error, and\u003c/li\u003e\r\n\u003cli\u003eprovide a copy of the correspondence sent to impacted employees, and\u003c/li\u003e\r\n\u003cli\u003eobtain a copy of the member/employee consent in writing, and\u003c/li\u003e\r\n\u003cli\u003emeet the security check rules.\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003cp\u003e\u003ci\u003eIf 5 or more employees are impacted, or if the value of the refund request is $1,000 or over, you\u0027ll need to: \u003c/i\u003e\u003c/p\u003e\r\n\u003cul\u003e\r\n\u003cli\u003esubmit your request in writing on company letterhead to: HESTA, Locked Bag 35007, Collins Street West, Victoria 8007, and have it signed by a director/authorised officer of your organisation, and\u003c/li\u003e\r\n\u003cli\u003eprovide a Statutory Declaration which is completed and signed by a director/authorised officer of your organisation, and\u003c/li\u003e\r\n\u003cli\u003esubstantiate your request for refund as an employer administrative error, and\u003c/li\u003e\r\n\u003cli\u003eprovide a copy of the correspondence sent to impacted employees, and\u003c/li\u003e\r\n\u003cli\u003eobtain a copy of the member/employee consent in writing, and\u003c/li\u003e\r\n\u003cli\u003emeet the security check rules.\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003cp\u003eWhere member consent has not been provided, your request will be referred to the HESTA Trustee office for review.\u003c/p\u003e\r\n\u003cp\u003eIf your refund request relates to a contribution not within the last 12 months, or to a non-administrative error, it will be referred to the HESTA Trustee office for review.\u003c/p\u003e\r\n\u003cp\u003eRefund transactions must be facilitated via the same means as the original payment (e.g. via SuperStream).\u003c/p\u003e\r\n\u003cp\u003eFor more information about your employer responsibilities and obligations when it comes to super, read the \u003ca href\u003d\"/content/dam/hesta/Documents/paying-super-booklet.pdf\"\u003ePaying super booklet (pdf)\u003c/a\u003e.\u003c/p\u003e\r\n\u003cp\u003e\u003cbr /\u003e\r\n\u003cb\u003eQuickSuper clearing house\u003c/b\u003e\u003c/p\u003e\r\n\u003cp\u003eIf you have questions or need support with QuickSuper, please call 1800 813 327 or email \u003ca href\u003d\"mailto:clearinghouse@hesta.com.au\"\u003eclearinghouse@hesta.com.au\u003c/a\u003e.\u003c/p\u003e\r\n\u003cp\u003e\u003cbr /\u003e\r\nIf you need more information, give us a call and say one of the following phrases when prompted to be fast tracked to the right team:\u003c/p\u003e\r\n\u003cul\u003e\r\n\u003cli\u003eEmployer obligations\u003c/li\u003e\r\n\u003cli\u003eEmployer contributions\u003c/li\u003e\r\n\u003cli\u003eChange employer details\u003c/li\u003e\r\n\u003cli\u003eNew employee setup\u003c/li\u003e\r\n\u003cli\u003eSelf-employed payments\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003cp\u003eWithin Australia:\u003c/p\u003e\r\n\u003cp\u003e\u003ca href\u003d\"tel:1800813327\"\u003e1800 813 327\u003c/a\u003e\u003c/p\u003e\r\n\u003cp\u003eOverseas:\u003c/p\u003e\r\n\u003cp\u003e+61 3 9957 0064\u003c/p\u003e\r\n\u003cp style\u003d\"font-size: 12.0px;\"\u003e\u003cbr /\u003e\r\n* QuickSuper is a facility offered and owned by Westpac Banking Corporation ABN 33 007 457 141, AFSL 233714. HESTA incurs a fee for use of QuickSuper, but no cost is passed on to HESTA employers for use of the facility. Westpac’s terms and conditions applicable to the QuickSuper service are available after your eligibility for the free clearing house service is assessed by HESTA. H.E.S.T. Australia Ltd doesn’t accept liability for loss or damage incurred as a result of services provided by QuickSuper.\u003c/p\u003e\r\n\u003cp\u003e \u003c/p\u003e\r\n\u003c/div\u003e\r\n\u003c/div\u003e\r\n"},{"intentTitle":"Third Party Authority and TPA run down","intentBodyText":"\u003cdiv class\u003d\"call-selection-wrapper\"\u003e\u003cdiv class\u003d\"call-selection-border\"\u003e \u003c/div\u003e\r\n\u003cdiv class\u003d\"call-selection-body\"\u003e\u003cp\u003e\u003cb\u003eQuick facts\u003c/b\u003e: \u003c/p\u003e\r\n\u003cul\u003e\r\n\u003cli\u003eOur planned limited services period has begun and member account services are temporarily unavailable. Services will begin to return from Monday 2 June 2025. \u003c/li\u003e\r\n\u003cli\u003eDuring this time, you can call the HESTA contact centre for client information. However, we will only be able to provide client account balances as of Friday 18 April. \u003c/li\u003e\r\n\u003cli\u003eMember Account Summaries are available on request from the contact centre at the end of the limited service period (from Monday 2 June).  \u003c/li\u003e\r\n\u003cli\u003eFollowing the limited services period, processing times for member account summaries and transactions may take longer than usual while we process outstanding requests and services return to normal.\u003c/li\u003e\r\n\u003cli\u003eWe can only provide information to the person(s) listed as the third-party authority on the member account. Third parties can obtain information about a member’s account but cannot transact on behalf of the member.\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003cp\u003eIf you’re not a financial adviser and would like to discuss a third-party authority on a members account, please give us a call.\u003cbr /\u003e\r\n\u003cbr /\u003e\r\n\u003cbr /\u003e\r\nIf you need more information about third-party authorities, give us a call and say one of the following phrases when prompted to be fast tracked to the right team: \u003c/p\u003e\r\n\u003cul\u003e\r\n\u003cli\u003eTPA run down\u003c/li\u003e\r\n\u003cli\u003eClient summary\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003cp\u003eWithin Australia:\u003cbr /\u003e\r\n\u003cbr /\u003e\r\n\u003ca href\u003d\"tel:1800813327\"\u003e1800 813 327\u003c/a\u003e\u003cbr /\u003e\r\n\u003cbr /\u003e\r\nOverseas:\u003c/p\u003e\r\n\u003cp\u003e+61 3 9957 0064\u003c/p\u003e\r\n\u003c/div\u003e\r\n\u003c/div\u003e\r\n"},{"intentTitle":"I\u0027m an adviser","intentBodyText":"\u003cdiv class\u003d\"call-selection-wrapper\"\u003e\u003cdiv class\u003d\"call-selection-border\"\u003e\u0026nbsp;\u003c/div\u003e\r\n\u003cdiv class\u003d\"call-selection-body\"\u003e\u003cp\u003e\u003cb\u003eQuick facts\u003c/b\u003e\u003c/p\u003e\r\n\u003cp\u003eIf you’re a financial adviser,\u0026nbsp;you can visit our \u003ca href\u003d\"https://www.hesta.com.au/advisers\" target\u003d\"_blank\"\u003eAdviser support page\u003c/a\u003e for more information about HESTA products, investments, or services.\u003c/p\u003e\r\n\u003cp\u003eIf you need specific assistance, email\u0026nbsp;\u003ca href\u003d\"mailto:hesta@hesta.com.au\"\u003ehesta@hesta.com.au\u003c/a\u003e\u0026nbsp;and we will be in touch within 24 hours, or you can call us.\u0026nbsp;\u003c/p\u003e\r\n\u003cp\u003eIf you need more information, give us a call and say one of the following phrases when prompted to be fast tracked to the right team:\u003c/p\u003e\r\n\u003cul\u003e\r\n\u003cli\u003eThird party authority\u003c/li\u003e\r\n\u003cli\u003eTPA\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003cp\u003eWithin Australia:\u003cbr\u003e\r\n\u003cbr\u003e\r\n\u003ca href\u003d\"tel:1800813327\"\u003e1800 813 327\u003c/a\u003e\u0026nbsp;\u003cbr\u003e\r\n\u003cbr\u003e\r\nOverseas:\u003c/p\u003e\r\n\u003cp\u003e+61 3 9957 0064\u003c/p\u003e\r\n\u003cp\u003e\u0026nbsp;\u003c/p\u003e\r\n\u003c/div\u003e\r\n\u003c/div\u003e\r\n"},{"intentTitle":"Self Managed Super Fund (SMSF)","intentBodyText":"\u003cdiv class\u003d\"call-selection-wrapper\"\u003e\u003cdiv class\u003d\"call-selection-border\"\u003e \u003c/div\u003e\r\n\u003cdiv class\u003d\"call-selection-body\"\u003e\u003cp\u003eRunning a superannuation fund is a big job. Before deciding whether a self-managed super fund (SMSF) is right for you, find out more about what’s involved.\u003c/p\u003e\r\n\u003cp\u003e\u003ca href\u003d\"/content/hesta/campaigns/smsfs.html\"\u003eLearn about some of the differences of being with a major fund like HESTA versus a self-managed super fund (SMSF\u003c/a\u003e).\u003c/p\u003e\r\n\u003cp\u003eIf you’d like to open an SMSF and you want to make a lump sum withdrawal from your HESTA account, you can:\u003c/p\u003e\r\n\u003cul\u003e\r\n\u003cli\u003eapply via your ATO linked service on \u003ca href\u003d\"https://my.gov.au/\" target\u003d\"_blank\"\u003eMyGov\u003c/a\u003e, or\u003c/li\u003e\r\n\u003cli\u003edownload and complete the \u003ca href\u003d\"/content/dam/hesta/Documents/Application-for-benefit-payment.pdf\" target\u003d\"_blank\"\u003eApplication for benefit payment form (pdf)\u003c/a\u003e.\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003cp\u003eAs part of your application for a lump sum withdrawal, you’ll need to provide your SMSF’s Active Electronic Service Address (ESA). This helps ensure SuperStream payments from your employer to your SMSF go to the right place. Learn more on the \u003ca href\u003d\"https://www.ato.gov.au/businesses-and-organisations/super-for-employers/paying-electronically-through-superstream/self-managed-super-funds/electronic-service-address\" target\u003d\"_blank\"\u003eATO website\u003c/a\u003e.\u003c/p\u003e\r\n\u003cp\u003eIf you want to make a partial withdrawal from your HESTA Super account to your SMSF, you’ll need to leave a minimum of $6,000 in your HESTA account to keep it open.\u003c/p\u003e\r\n\u003cp\u003eAll SMSFs are regulated by the ATO, and there are a number of steps involved in correctly setting one up. You can find out more on the \u003ca href\u003d\"https://www.ato.gov.au/individuals-and-families/super-for-individuals-and-families/self-managed-super-funds-smsf/setting-up-an-smsf\" target\u003d\"_blank\"\u003eATO website\u003c/a\u003e.\u003c/p\u003e\r\n\u003cp\u003eWe’re making important changes to our administration services provider, so some of our normal services are temporarily unavailable. Withdrawals, including rollovers out, won’t be processed during this time.  \u003c/p\u003e\r\n\u003cp\u003eTransactions and requests will start being processed again from Monday 2 June. \u003ca href\u003d\"https://www.hesta.com.au/campaigns/admin-changes-2025\" target\u003d\"_blank\"\u003eFind out more about the changes we’re making\u003c/a\u003e. \u003c/p\u003e\r\n\u003cp\u003eIf you need more information, give us a call and say one of the following phrases when prompted to be fast tracked to the right team: \u003c/p\u003e\r\n\u003cul\u003e\r\n\u003cli\u003eSelf-managed super fund\u003c/li\u003e\r\n\u003cli\u003eSMSF\u003c/li\u003e\r\n\u003cli\u003eESA\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003cp\u003eWithin Australia:\u003c/p\u003e\r\n\u003cp\u003e\u003ca href\u003d\"tel:1800813327\"\u003e1800 813 327\u003c/a\u003e\u003c/p\u003e\r\n\u003cp\u003eOverseas:\u003c/p\u003e\r\n\u003cp\u003e+61 3 9957 0064\u003c/p\u003e\r\n\u003c/div\u003e\r\n\u003c/div\u003e\r\n"},{"intentTitle":"Choice of Fund \u0026 Compliance Letter","intentBodyText":"\u003cdiv class\u003d\"call-selection-wrapper\"\u003e\u003cdiv class\u003d\"call-selection-border\"\u003e \u003c/div\u003e\r\n\u003cdiv class\u003d\"call-selection-body\"\u003e\u003cp\u003eIf you’ve started a new job – or you’re about to – staying with HESTA is simple.\u003c/p\u003e\r\n\u003cp\u003eYou just need to let your employer know that you’d like your super paid into your HESTA account. Simply complete the Choice of super fund request form and give it to your employer. \u003ca href\u003d\"/content/dam/hesta/Documents/Why-HESTA.pdf\"\u003eDownload the Choice of fund form (pdf)\u003c/a\u003e.\u003c/p\u003e\r\n\u003cp\u003eThe Choice of fund form includes our Letter of Compliance. You can also download the \u003ca href\u003d\"/content/dam/hesta/Documents/Letter-of-compliance.pdf\"\u003eLetter of Compliance (pdf)\u003c/a\u003e separately if that’s all you need.\u003c/p\u003e\r\n\u003cp\u003eIf you need more information, give us a call and say one of the following phrases when prompted to be fast tracked to the right team: \u003c/p\u003e\r\n\u003cul\u003e\r\n\u003cli\u003eChoice of fund\u003c/li\u003e\r\n\u003cli\u003eCompliance letter\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003cp\u003eWithin Australia:\u003c/p\u003e\r\n\u003cp\u003e\u003ca href\u003d\"tel:1800813327\"\u003e1800 813 327\u003c/a\u003e \u003c/p\u003e\r\n\u003cp\u003eOverseas:\u003c/p\u003e\r\n\u003cp\u003e+61 3 9957 0064\u003c/p\u003e\r\n\u003c/div\u003e\r\n\u003c/div\u003e\r\n"},{"intentTitle":"Combine super/rollover in","intentBodyText":"\u003cdiv class\u003d\"call-selection-wrapper\"\u003e\u003cdiv class\u003d\"call-selection-border\"\u003e \u003c/div\u003e\r\n\u003cdiv class\u003d\"call-selection-body\"\u003e\u003cp\u003e\u003cb\u003eCombining your super online\u003c/b\u003e\u003c/p\u003e\r\n\u003cp\u003eWe\u0027re making important changes to our administration services provider, which means some of our normal services are temporarily unavailable, including combining your super online.\u003c/p\u003e\r\n\u003cp\u003eHowever, you can download, complete and send the \u003ca href\u003d\"https://www.hesta.com.au/content/dam/hesta/Documents/Combining-your-super-form.pdf\" target\u003d\"_blank\"\u003eCombine your super form (pdf)\u003c/a\u003e to us.\u003c/p\u003e\r\n\u003cp\u003ePlease note: transactions and requests sent before Sunday 1 June 2025 will be processed after the limited services period ends. \u003ca href\u003d\"https://www.hesta.com.au/campaigns/admin-changes-2025\" target\u003d\"_blank\"\u003eFind out more about the changes we\u0027re making\u003c/a\u003e.\u003c/p\u003e\r\n\u003cp\u003e\u003cb style\u003d\"\"\u003eOther ways to combine your super\u003c/b\u003e\u003c/p\u003e\r\n\u003cp\u003eYou can search for and combine any ATO-held money you have into your HESTA account by using your \u003ca href\u003d\"https://my.gov.au/\" target\u003d\"_blank\"\u003eMyGov account\u003c/a\u003e.\u003c/p\u003e\r\n\u003cp\u003eIf you need more information, give us a call and say one of the following phrases when prompted to be fast tracked to the right team: \u003c/p\u003e\r\n\u003cul\u003e\r\n\u003cli\u003eMove to HESTA\u003c/li\u003e\r\n\u003cli\u003eCombine super funds\u003c/li\u003e\r\n\u003cli\u003eRollover\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003cp\u003eWithin Australia:\u003c/p\u003e\r\n\u003cp\u003e\u003ca href\u003d\"tel:1800813327\"\u003e1800 813 327\u003c/a\u003e\u003c/p\u003e\r\n\u003cp\u003eOverseas:\u003c/p\u003e\r\n\u003cp\u003e+61 3 9957 0064\u003c/p\u003e\r\n\u003c/div\u003e\r\n\u003c/div\u003e\r\n"},{"intentTitle":"Contributions: claim a tax deduction","intentBodyText":"\u003cdiv class\u003d\"call-selection-wrapper\"\u003e\u003cdiv class\u003d\"call-selection-border\"\u003e\u003cbr /\u003e\r\n \u003c/div\u003e\r\n\u003cdiv class\u003d\"call-selection-body\"\u003e\u003cp\u003e\u003cb\u003eHow to claim:\u003c/b\u003e\u003c/p\u003e\r\n\u003col\u003e\r\n\u003cli\u003eComplete the \u003ca href\u003d\"https://www.ato.gov.au/forms-and-instructions/superannuation-personal-contributions-notice-of-intent-to-claim-or-vary-a-deduction\" target\u003d\"_blank\"\u003eATO notice of intent form\u003c/a\u003e. This tells us the amount you want to claim.\u003c/li\u003e\r\n\u003cli\u003ePost or email the completed notice of intent form to us. We need to check your notice when we receive it and then we’ll let you know it’s valid. You must receive notification from us that your notice of intent is valid:\u003cul\u003e\r\n\u003cli\u003ebefore you submit your tax return for the income year in which the after-tax contribution was made, or \u003c/li\u003e\r\n\u003cli\u003ebefore the end of the following financial year in which the after-tax contribution was made, and \u003c/li\u003e\r\n\u003cli\u003ebefore you withdraw or transfer funds, this includes before commencing an income stream. \u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003c/li\u003e\r\n\u003cli\u003eIf we’ve let you know that your notice is valid, you can submit your tax return.\u003c/li\u003e\r\n\u003c/ol\u003e\r\n\u003cp\u003eTo find out more information about claiming a tax deduction on after-tax super contributions or to submit your notice of intent through the ATO, visit our \u003ca href\u003d\"https://www.hesta.com.au/content/hesta/members/your-superannuation/contribute-to-your-super/after-tax-contributions/claiming-a-tax-deduction.html\"\u003eClaiming a tax deduction\u003c/a\u003e page.\u003c/p\u003e\r\n\u003cp\u003eIf you need more information, give us a call and say the following phrase when prompted to be fast tracked to the right team: \u003c/p\u003e\r\n\u003cul\u003e\r\n\u003cli\u003eTax deduction\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003cp\u003eWithin Australia:\u003c/p\u003e\r\n\u003cp\u003e\u003ca href\u003d\"tel:1800813327\"\u003e1800 813 327\u003c/a\u003e\u003c/p\u003e\r\n\u003cp\u003eOverseas:\u003c/p\u003e\r\n\u003cp\u003e+61 3 9957 0064\u003c/p\u003e\r\n\u003c/div\u003e\r\n\u003c/div\u003e\r\n"},{"intentTitle":"Contributions general enquiry","intentBodyText":"\u003cdiv class\u003d\"call-selection-wrapper\"\u003e\u003cdiv class\u003d\"call-selection-border\"\u003e \u003c/div\u003e\r\n\u003cdiv class\u003d\"call-selection-body\"\u003e\u003cb\u003e\u003c/b\u003e\u003cbr /\u003e\r\nWe’re making important changes to our administration services provider, so some of our normal services are temporarily unavailable. You won’t be able to access your online account to check your account balance or make contributions during this time.  \u003cp\u003eYou’ll be able to log in to your online account again from Monday 2 June. \u003ca href\u003d\"https://www.hesta.com.au/campaigns/admin-changes-2025\"\u003eFind out more about the changes we’re making\u003c/a\u003e\u003c/p\u003e\r\n\u003cp\u003eIf you need more information, give us a call and say one of the following phrases when prompted to be fast tracked to the right team:\u003c/p\u003e\r\n\u003cul\u003e\r\n\u003cli\u003eContributions\u003c/li\u003e\r\n\u003cli\u003ePersonal super contribution\u003c/li\u003e\r\n\u003cli\u003eSpouse contribution\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003cp\u003eWithin Australia:\u003c/p\u003e\r\n\u003cp\u003e\u003ca href\u003d\"tel:1800813327\"\u003e1800 813 327\u003c/a\u003e\u003c/p\u003e\r\n\u003cp\u003eOverseas:\u003c/p\u003e\r\n\u003cp\u003e+61 3 9957 0064\u003c/p\u003e\r\n\u003c/div\u003e\r\n\u003c/div\u003e\r\n"},{"intentTitle":"Insurance enquiry","intentBodyText":"\u003cdiv class\u003d\"call-selection-wrapper\"\u003e\u003cdiv class\u003d\"call-selection-border\"\u003e \u003c/div\u003e\r\n\u003cdiv class\u003d\"call-selection-body\"\u003e\u003cp\u003eHESTA gives you access to three different types of insurance cover, Income Protection (IP), Death, and Total and Permanent Disablement (TPD) Cover. Each type of cover is provided in \u0027units\u0027 (unless you choose fixed cover), with each unit providing an amount of cover, subject to payment of a weekly insurance fee (deducted monthly) from your account.\u003c/p\u003e\r\n\u003cp\u003eInsurance benefits and how much it costs will depend on your age, occupation category, type of cover and the number of units you have.\u003c/p\u003e\r\n\u003cp\u003e\u003cbr /\u003e\r\n\u003cb\u003eInsurance calculators\u003c/b\u003e\u003c/p\u003e\r\n\u003cp\u003eOur insurance calculators are offline right now. They’ll be back online from Monday 2 June. In the meantime, to find out how much insurance you may need or to work out the cost of your cover, read \u003ca href\u003d\"https://www.hesta.com.au/content/dam/hesta/Documents/Insurance-options.pdf\" target\u003d\"_blank\"\u003eInsurance options (pdf)\u003c/a\u003e.\u003c/p\u003e\r\n\u003cp\u003e\u003cbr /\u003e\r\n\u003cb\u003eCheck or change your insurance online\u003c/b\u003e\u003c/p\u003e\r\n\u003cp\u003eWe’re making important changes to our administration services provider so some of our normal services are temporarily unavailable. You won’t be able to access your online account to check or change your insurance during this time.  \u003c/p\u003e\r\n\u003cp\u003eYou’ll be able to log in to your online account again from Monday 2 June. \u003ca href\u003d\"https://www.hesta.com.au/campaigns/admin-changes-2025\" target\u003d\"_blank\"\u003eFind out more about the changes we’re making\u003c/a\u003e. \u003c/p\u003e\r\n\u003cp\u003e \u003c/p\u003e\r\n\u003cp\u003eIf you need more information, give us a call and say one of the following phrases when prompted to be fast tracked to the right team: \u003c/p\u003e\r\n\u003cul\u003e\r\n\u003cli\u003eUpdate my insurance\u003c/li\u003e\r\n\u003cli\u003eCheck insurance\u003c/li\u003e\r\n\u003cli\u003eInsurance claim\u003c/li\u003e\r\n\u003cli\u003eInsurance quote\u003c/li\u003e\r\n\u003cli\u003eKeep my insurance\u003c/li\u003e\r\n\u003cli\u003eProof of insurance\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003cp\u003eWithin Australia:\u003c/p\u003e\r\n\u003cp\u003e\u003ca href\u003d\"tel:1800813327\"\u003e1800 813 327\u003c/a\u003e\u003c/p\u003e\r\n\u003cp\u003eOverseas:\u003c/p\u003e\r\n\u003cp\u003e+61 3 9957 0064\u003c/p\u003e\r\n\u003c/div\u003e\r\n\u003c/div\u003e\r\n"},{"intentTitle":"Beneficiary nominations","intentBodyText":"\u003cdiv class\u003d\"call-selection-wrapper\"\u003e\u003cdiv class\u003d\"call-selection-border\"\u003e \u003c/div\u003e\r\n\u003cdiv class\u003d\"call-selection-body\"\u003e\u003cp\u003eYour super is different from other assets. It does not automatically go to your estate nor is it covered by your will. \u003c/p\u003e\r\n\u003cp\u003eTo choose who gets your super if you pass away you need to nominate a beneficiary. \u003c/p\u003e\r\n\u003cp\u003eIf you don’t, the HESTA Trustee will determine who gets your super when you pass away and will consider any dependants and/or legal representative. It is important to keep your nomination up to date when your personal circumstances change.\u003c/p\u003e\r\n\u003cp\u003e\u003ca href\u003d\"/content/hesta/members/your-superannuation/accessing-your-super/binding-death-benefit-nominations.html\"\u003eFind out more about nominating beneficiaries\u003c/a\u003e.\u003c/p\u003e\r\n\u003cp\u003e\u003cbr /\u003e\r\n\u003cbr /\u003e\r\nIf you need more information, give us a call and say one of the following phrases when prompted to be fast tracked to the right team: \u003c/p\u003e\r\n\u003cul\u003e\r\n\u003cli\u003eBeneficiary\u003c/li\u003e\r\n\u003cli\u003eBinding death nomination\u003c/li\u003e\r\n\u003cli\u003eChange of beneficiary\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003cp\u003eWithin Australia:\u003c/p\u003e\r\n\u003cp\u003e\u003ca href\u003d\"tel:1800813327\"\u003e1800 813 327\u003c/a\u003e\u003c/p\u003e\r\n\u003cp\u003eOverseas:\u003c/p\u003e\r\n\u003cp\u003e+61 3 9957 0064\u003c/p\u003e\r\n\u003c/div\u003e\r\n\u003c/div\u003e\r\n"},{"intentTitle":"HESTA Details, USI \u0026 ABN","intentBodyText":"\u003cdiv class\u003d\"call-selection-wrapper\"\u003e\u003cdiv class\u003d\"call-selection-border\"\u003e \u003c/div\u003e\r\n\u003cdiv class\u003d\"call-selection-body\"\u003e\u003cp\u003e\u003cb\u003eQuick facts\u003c/b\u003e: \u003c/p\u003e\r\n\u003cp\u003eThe HESTA Fund ABN is \u003cb\u003e64 971 749 321\u003c/b\u003e.\u003c/p\u003e\r\n\u003cp\u003eThe Unique Superannuation Identifier (USI) for accumulation members is \u003cb\u003eHST0100AU\u003c/b\u003e.\u003c/p\u003e\r\n\u003cp\u003eYou may need the above numbers if you want to combine your other super into your HESTA super account.\u003c/p\u003e\r\n\u003cp\u003eFor Income Stream members, the USI is \u003cb\u003eHST0001AU\u003c/b\u003e.\u003c/p\u003e\r\n\u003cp\u003eIf you are after the Trustee ABN, it is\u003cb\u003e 66 006 818 695\u003c/b\u003e.\u003cbr /\u003e\r\n\u003cbr /\u003e\r\n \u003c/p\u003e\r\n\u003cp\u003eIf you need more information, give us a call and say one of the following phrases when prompted to be fast tracked to the right team:\u003c/p\u003e\r\n\u003cul\u003e\r\n\u003cli\u003eHESTA business number\u003c/li\u003e\r\n\u003cli\u003eContact details\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003cp\u003eWithin Australia:\u003c/p\u003e\r\n\u003cp\u003e\u003ca href\u003d\"tel:1800813327\"\u003e1800 813 327\u003c/a\u003e\u003c/p\u003e\r\n\u003cp\u003eOverseas:\u003c/p\u003e\r\n\u003cp\u003e+61 3 9957 0064\u003c/p\u003e\r\n\u003c/div\u003e\r\n\u003c/div\u003e\r\n"},{"intentTitle":"Member account details","intentBodyText":"\u003cdiv class\u003d\"call-selection-wrapper\"\u003e\u003cdiv class\u003d\"call-selection-border\"\u003e \u003c/div\u003e\r\n\u003cdiv class\u003d\"call-selection-body\"\u003e\u003cp\u003eWe’re making important changes to our administration services provider, so some of our normal services are temporarily unavailable. You won’t be able to access your online account during this time.  \u003c/p\u003e\r\n\u003cp\u003eYou’ll be able to log in to your online account again from Monday 2 June. \u003ca href\u003d\"https://www.hesta.com.au/campaigns/admin-changes-2025\" target\u003d\"_blank\"\u003eFind out more about the changes we’re making\u003c/a\u003e. \u003c/p\u003e\r\n\u003cp\u003eYou can find important identification numbers for HESTA, the Trustee and our products \u003ca href\u003d\"/content/hesta/members/forms-resources.html#imphesta\"\u003ehere\u003c/a\u003e. You \u003cspan\u003emight need these if you\u0027re filling in forms for rollovers, choice of super fund, and more.\u003c/span\u003e\u003c/p\u003e\r\n\u003cp\u003e\u003cb\u003eChanging jobs\u003c/b\u003e\u003c/p\u003e\r\n\u003cp\u003eIf you’re changing jobs and you’d like your employer to contribute to your HESTA account, you can \u003cspan\u003edownload the \u003ca href\u003d\"/content/dam/hesta/Documents/Why-HESTA.pdf\"\u003eChoice of fund form\u003c/a\u003e (pdf).\u003c/span\u003e\u003cbr /\u003e\r\n\u003cbr /\u003e\r\n\u003c/p\u003e\r\n\u003cp\u003eIf you need more information, give us a call and say one of the following phrases when prompted to be fast tracked to the right team: \u003c/p\u003e\r\n\u003cul\u003e\r\n\u003cli\u003eAccount enquiry\u003c/li\u003e\r\n\u003cli\u003eChange of details\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003cp\u003eWithin Australia:\u003c/p\u003e\r\n\u003cp\u003e\u003ca href\u003d\"tel:1800813327\"\u003e1800 813 327\u003c/a\u003e\u003c/p\u003e\r\n\u003cp\u003eOverseas:\u003c/p\u003e\r\n\u003cp\u003e+61 3 9957 0064\u003c/p\u003e\r\n\u003c/div\u003e\r\n\u003c/div\u003e\r\n"},{"intentTitle":"Online account access","intentBodyText":"\u003cdiv class\u003d\"call-selection-wrapper\"\u003e\u003cdiv class\u003d\"call-selection-border\"\u003e \u003c/div\u003e\r\n\u003cdiv class\u003d\"call-selection-body\"\u003e\u003cp\u003e\u003cb\u003eOnline account access\u003c/b\u003e\u003c/p\u003e\r\n\u003cp\u003eWe’re making important changes to our administration services provider, so some of our normal services are temporarily unavailable. You won’t be able to access your online account or the HESTA App during this time.  \u003c/p\u003e\r\n\u003cp\u003eYou’ll be able to log in to your online account again from Monday 2 June. \u003ca href\u003d\"https://www.hesta.com.au/campaigns/admin-changes-2025\" target\u003d\"_blank\"\u003eFind out more about the changes we’re making\u003c/a\u003e. \u003c/p\u003e\r\n\u003cp\u003e\u003cbr /\u003e\r\n\u003cbr /\u003e\r\nIf you need more information, give us a call and say one of the following phrases when prompted to be fast tracked to the right team: \u003c/p\u003e\r\n\u003cul\u003e\r\n\u003cli\u003eOnline access\u003c/li\u003e\r\n\u003cli\u003eRegister for HESTA online\u003c/li\u003e\r\n\u003cli\u003eUnable to log in\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003cp\u003eWithin Australia:\u003c/p\u003e\r\n\u003cp\u003e\u003ca href\u003d\"tel:1800813327\"\u003e1800 813 327\u003c/a\u003e\u003c/p\u003e\r\n\u003cp\u003eOverseas:\u003c/p\u003e\r\n\u003cp\u003e+61 3 9957 0064\u003c/p\u003e\r\n\u003c/div\u003e\r\n\u003c/div\u003e\r\n"},{"intentTitle":"Hardship or compassionate grounds withdrawal","intentBodyText":"\u003cdiv class\u003d\"call-selection-wrapper\"\u003e\u003cdiv class\u003d\"call-selection-border\"\u003e \u003c/div\u003e\r\n\u003cdiv class\u003d\"call-selection-body\"\u003e\u003cp\u003eWe\u0027re making important changes to our administration services provider, so some of our normal services are temporarily unavailable.\u003c/p\u003e\r\n\u003cp\u003eYou won\u0027t be able to access your online account during this time. You\u0027ll be able to log into your account again from Monday 2 June 2025. \u003ca href\u003d\"https://www.hesta.com.au/campaigns/admin-changes-2025\" target\u003d\"_blank\"\u003eFind out more about the changes we\u0027re making\u003c/a\u003e.\u003cbr /\u003e\r\n\u003cbr /\u003e\r\n\u003c/p\u003e\r\n\u003cp\u003e\u003cb\u003eFinancial hardship\u003c/b\u003e\u003c/p\u003e\r\n\u003cp\u003eFind details about eligibility and how to apply for financial hardship.\u003c/p\u003e\r\n\u003cp\u003e\u003ca href\u003d\"/content/hesta/members/your-superannuation/accessing-your-super.html#financialhardship\"\u003eMore on financial hardship \u0026gt;\u003c/a\u003e\u003c/p\u003e\r\n\u003cp\u003e\u003cbr /\u003e\r\n\u003cb\u003eCompassionate grounds\u003c/b\u003e\u003c/p\u003e\r\n\u003cul\u003e\r\n\u003cli\u003eAll compassionate grounds applications must first be submitted to the Australian Tax Office (ATO). You must apply through your MyGov account.\u003c/li\u003e\r\n\u003cli\u003ePlease call the ATO on 13 10 20 if you need an update on the progress of your application.\u003c/li\u003e\r\n\u003cli\u003eThe ATO will inform HESTA if your application is approved and we’ll then contact you to get the information we need to process your request.\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003cp\u003e\u003ca href\u003d\"https://www.hesta.com.au/members/your-superannuation/accessing-your-super#compassionateneeds\"\u003eMore on accessing your super on compassionate grounds \u0026gt;\u003c/a\u003e\u003cbr /\u003e\r\n \u003c/p\u003e\r\n\u003cp\u003e\u003cb\u003eSupport services outside of super\u003c/b\u003e\u003c/p\u003e\r\n\u003cp\u003eIf you need some help outside of super, Ask Izzy* is a free directory that can connect you with nearby support services across Australia. You can search for over 450,000 services close to you, including financial assistance, meals, mental health counselling, shelter, family violence support, and much more.\u003c/p\u003e\r\n\u003cp\u003e\u003ca href\u003d\"https://askizzy.org.au/\" target\u003d\"_blank\"\u003eFind support services \u0026gt;\u003c/a\u003e\u003cbr /\u003e\r\n\u003cbr /\u003e\r\n\u003c/p\u003e\r\n\u003cp\u003e\u003cb\u003eMental health support\u003c/b\u003e\u003c/p\u003e\r\n\u003cp\u003eBeing your best self isn\u0027t always easy. That’s why we’ve partnered with AIA Australia, to provide all HESTA members and their immediate family members (aged 13+) with discounted, online psychology sessions through My Psychologist. Access timely, professional support no matter where you are. Terms and conditions apply.\u003c/p\u003e\r\n\u003cp\u003e\u003ca href\u003d\"/content/hesta/stories/my-psychologist.html\"\u003eFind out more about MyPsychologist \u0026gt;\u003c/a\u003e\u003c/p\u003e\r\n\u003cp\u003e \u003c/p\u003e\r\n\u003cp\u003eIf you need more information, give us a call and say one of the following phrases when prompted to be fast tracked to the right team: \u003c/p\u003e\r\n\u003cul\u003e\r\n\u003cli\u003eFinancial hardship\u003c/li\u003e\r\n\u003cli\u003eCompassionate release\u003c/li\u003e\r\n\u003cli\u003eEarly access\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003cp\u003eWithin Australia:\u003c/p\u003e\r\n\u003cp\u003e\u003ca href\u003d\"tel:1800813327\"\u003e1800 813 327\u003c/a\u003e\u003c/p\u003e\r\n\u003cp\u003eOverseas:\u003c/p\u003e\r\n\u003cp\u003e+61 3 9957 0064\u003c/p\u003e\r\n\u003cp\u003e \u003c/p\u003e\r\n\u003c/div\u003e\r\n\u003c/div\u003e\r\n"},{"intentTitle":"Performance or switching investment options","intentBodyText":"\u003cdiv class\u003d\"call-selection-wrapper\"\u003e\u003cdiv class\u003d\"call-selection-border\"\u003e \u003c/div\u003e\r\n\u003cdiv class\u003d\"call-selection-body\"\u003e\u003cp\u003e\u003cb\u003eInvestment options\u003c/b\u003e\u003c/p\u003e\r\n\u003cp\u003eWe’re making important changes to our administration services provider, so some of our normal services are temporarily unavailable.\u003c/p\u003e\r\n\u003cp\u003eYou’ll be able to log in to your online account again from Monday 2 June. \u003ca href\u003d\"https://www.hesta.com.au/campaigns/admin-changes-2025\" target\u003d\"_blank\"\u003eFind out more about the changes we’re making\u003c/a\u003e. \u003c/p\u003e\r\n\u003cp\u003eYou can see our full range of investment option on our website:\u003c/p\u003e\r\n\u003cul\u003e\r\n\u003cli\u003e\u003ca href\u003d\"/content/hesta/members/investments/super-investment-options.html\"\u003eHESTA super investment options\u003c/a\u003e\u003c/li\u003e\r\n\u003cli\u003e\u003ca href\u003d\"/content/hesta/members/investments/income-stream-investments.html\"\u003eHESTA income stream investment options\u003c/a\u003e\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003cp\u003e\u003cbr /\u003e\r\n\u003cb\u003eInvestment performance\u003c/b\u003e\u003c/p\u003e\r\n\u003cp\u003eYou can see how your investment options are performing on\u003cspan\u003e our website:\u003c/span\u003e\u003c/p\u003e\r\n\u003cul\u003e\r\n\u003cli\u003e\u003ca href\u003d\"/content/hesta/members/investments/super-performance.html\"\u003eHESTA super investment option performance\u003c/a\u003e\u003c/li\u003e\r\n\u003cli\u003e\u003ca href\u003d\"/content/hesta/members/investments/income-stream-performance.html\"\u003eHESTA income stream investment option performance\u003c/a\u003e\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003cp\u003e\u003cbr /\u003e\r\n\u003cb\u003eChanging your investments\u003c/b\u003e\u003c/p\u003e\r\n\u003cp\u003eYou can change your investment options any time, at no extra cost.\u003c/p\u003e\r\n\u003cp\u003eSuper members can switch their investments using the \u003ca href\u003d\"/content/dam/hesta/Documents/Investment-choice-application-form.pdf\"\u003eInvestment choice form (PDF)\u003c/a\u003e\u003c/p\u003e\r\n\u003cp\u003e\u003ca href\u003d\"/content/dam/hesta/Documents/Investment-choice-application-form.pdf\"\u003e\u003c/a\u003eIncome Stream members can switch their investments using the \u003ca href\u003d\"/content/dam/hesta/Documents/HESTA-income-stream-investment-switch-form.pdf\"\u003eIncome Stream investment switch form (PDF)\u003c/a\u003e.\u003c/p\u003e\r\n\u003cp\u003eSwitches received after Tuesday 15 April will be processed after Sunday 1 June, but with an effective date of the date the form is received. \u003c/p\u003e\r\n\u003cp\u003eBefore making any changes, it’s worth speaking to a member of our advice team, to make sure your investment strategy is right for you. \u003ca href\u003d\"https://outlook.office365.com/book/HESTAHelp1@hestaustralia.onmicrosoft.com/s/WeCOXLwBZESwurvmfoOlrw2\" target\u003d\"_blank\"\u003eMake a time to speak to a member of the team\u003c/a\u003e.\u003c/p\u003e\r\n\u003cp\u003eTo find out more about our investment options, read the \u003ca href\u003d\"/content/dam/hesta/Documents/Investment-choices.pdf\"\u003eInvestment choices (pdf)\u003c/a\u003e.\u003c/p\u003e\r\n\u003cp\u003e\u003cbr /\u003e\r\nIf you need more information, give us a call and say one of the following phrases when prompted to be fast tracked to the right team: \u003c/p\u003e\r\n\u003cul\u003e\r\n\u003cli\u003eInvestment switch\u003c/li\u003e\r\n\u003cli\u003eChange investments\u003c/li\u003e\r\n\u003cli\u003eInvestment options\u003c/li\u003e\r\n\u003cli\u003eInvestment returns\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003cp\u003eWithin Australia:\u003c/p\u003e\r\n\u003cp\u003e\u003ca href\u003d\"tel:1800813327\"\u003e1800 813 327\u003c/a\u003e\u003c/p\u003e\r\n\u003cp\u003eOverseas:\u003c/p\u003e\r\n\u003cp\u003e+61 3 9957 0064\u003c/p\u003e\r\n\u003c/div\u003e\r\n\u003c/div\u003e\r\n"},{"intentTitle":"Fees and charges","intentBodyText":"\u003cdiv class\u003d\"call-selection-wrapper\"\u003e\u003cdiv class\u003d\"call-selection-border\"\u003e \u003c/div\u003e\r\n\u003cdiv class\u003d\"call-selection-body\"\u003e\u003cp\u003eWe\u0027re an industry super fund. That means we work only for you. We offer competitive fees and costs — that way, more money stays working for your future.\u003c/p\u003e\r\n\u003cp\u003eFind out more about our \u003ca href\u003d\"/content/hesta/members/your-superannuation/fees-and-costs.html\"\u003efees and costs\u003c/a\u003e.\u003c/p\u003e\r\n\u003cp\u003eIf you need more information, give us a call and say one of the following phrases when prompted to be fast tracked to the right team: \u003c/p\u003e\r\n\u003cul\u003e\r\n\u003cli\u003eFees\u003c/li\u003e\r\n\u003cli\u003eTransaction costs\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003cp\u003eWithin Australia:\u003c/p\u003e\r\n\u003cp\u003e\u003ca href\u003d\"tel:1800813327\"\u003e1800 813 327\u003c/a\u003e \u003c/p\u003e\r\n\u003cp\u003eOverseas:\u003c/p\u003e\r\n\u003cp\u003e+61 3 9957 0064\u003c/p\u003e\r\n\u003c/div\u003e\r\n\u003c/div\u003e\r\n"},{"intentTitle":"Withdrawals, over 60","intentBodyText":"\u003cdiv class\u003d\"call-selection-wrapper\"\u003e\u003cdiv class\u003d\"call-selection-border\"\u003e \u003c/div\u003e\r\n\u003cdiv class\u003d\"call-selection-body\"\u003e\u003cp\u003e\u003cb\u003eMake an appointment to discuss your path to retirement\u003c/b\u003e\u003c/p\u003e\r\n\u003cp\u003eWhen it comes to retirement, there\u0027s no one size fits all! As a member, you can get advice to guide you through your transition to retirement, and access a reliable and regular income in retirement with a HESTA Income Stream account. It’s quick and easy to \u003ca href\u003d\"https://outlook.office365.com/owa/calendar/HESTAHelp1@hestaustralia.onmicrosoft.com/bookings/s/WeCOXLwBZESwurvmfoOlrw2\"\u003emake an appointment\u003c/a\u003e to talk to a member of our team at a time that suits you.\u003c/p\u003e\r\n\u003cp\u003e\u003cb\u003eLump sum withdrawal\u003c/b\u003e\u003c/p\u003e\r\n\u003cp\u003eIf you\u0027d like to make a lump sum withdrawal from your super, you need to meet at least one of these conditions:\u003c/p\u003e\r\n\u003cul\u003e\r\n\u003cli\u003eyou have reached preservation age, and have permanently retired\u003c/li\u003e\r\n\u003cli\u003eyou are 65 or over\u003c/li\u003e\r\n\u003cli\u003eyou are 60 to 64 and you have ceased employment, with any employer, since turning 60.\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003cp\u003eWe’re making important changes to our administration services provider, so some of our services are temporarily unavailable. Lump-sum withdrawals, including rollovers out and starting an income stream, are unavailable during this time, and will be processed from Monday 2 June. \u003ca href\u003d\"https://www.hesta.com.au/campaigns/admin-changes-2025\" target\u003d\"_blank\"\u003eFind out more about the changes we’re making\u003c/a\u003e. \u003c/p\u003e\r\n\u003cp\u003eTo start the withdrawal process, y\u003cspan\u003eou can \u003c/span\u003e\u003ca href\u003d\"https://www.hesta.com.au/members/forms-resources/forms-brochures\" target\u003d\"_blank\"\u003edownload the form\u003c/a\u003e, complete it and return it to us.\u003c/p\u003e\r\n\u003cp\u003e \u003c/p\u003e\r\n\u003cp\u003eIf you need more information, give us a call and say one of the following phrases when prompted to be fast tracked to the right team: \u003c/p\u003e\r\n\u003cul\u003e\r\n\u003cli\u003ePreservation age\u003c/li\u003e\r\n\u003cli\u003e60 years old\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003cp\u003eWithin Australia:\u003c/p\u003e\r\n\u003cp\u003e\u003ca href\u003d\"tel:1300734479\"\u003e1300 734 479\u003c/a\u003e\u003c/p\u003e\r\n\u003cp\u003eOverseas:\u003c/p\u003e\r\n\u003cp\u003e+61 3 9957 0064\u003c/p\u003e\r\n\u003c/div\u003e\r\n\u003c/div\u003e\r\n"},{"intentTitle":"Account balance as at 17 April","intentBodyText":"\u003cdiv class\u003d\"call-selection-wrapper\"\u003e\u003cdiv class\u003d\"call-selection-border\"\u003e \u003c/div\u003e\r\n\u003cdiv class\u003d\"call-selection-body\"\u003e\u003cp\u003eWe’re making important changes to our administration services provider, so some of our services are temporarily unavailable. You won’t be able to view your account balance via your online account during this time.  \u003c/p\u003e\r\n\u003cp\u003eYou’ll be able to login to your online account again from Monday 2 June. \u003ca href\u003d\"https://www.hesta.com.au/campaigns/admin-changes-2025\" target\u003d\"_blank\"\u003eFind out more about the changes we’re making\u003c/a\u003e. \u003c/p\u003e\r\n\u003cp\u003eUntil then, we can give you your account balance as at 17 April.\u003c/p\u003e\r\n\u003cp\u003eIf you need more information, give us a call and say one of the following phrases when prompted to be fast tracked to the right team: \u003c/p\u003e\r\n\u003cul\u003e\r\n\u003cli\u003eMy balance\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003cp\u003eWithin Australia:\u003c/p\u003e\r\n\u003cp\u003e\u003ca href\u003d\"tel:1800813327\"\u003e1800 813 327\u003c/a\u003e\u003c/p\u003e\r\n\u003cp\u003eOverseas:\u003c/p\u003e\r\n\u003cp\u003e+61 3 9957 0064\u003cbr /\u003e\r\n\u003cbr /\u003e\r\n\u003c/p\u003e\r\n\u003c/div\u003e\r\n\u003c/div\u003e\r\n"},{"intentTitle":"Assistance with forms","intentBodyText":"\u003cdiv class\u003d\"call-selection-wrapper\"\u003e\u003cdiv class\u003d\"call-selection-border\"\u003e \u003c/div\u003e\r\n\u003cdiv class\u003d\"call-selection-body\"\u003e\u003cp\u003eFind forms and brochures to help you make changes to your HESTA Super, HESTA Income Stream account, and insurance on our \u003ca href\u003d\"/content/hesta/members/forms-resources/forms-brochures.html\"\u003eForms and brochures page\u003c/a\u003e.\u003c/p\u003e\r\n\u003cp\u003eIf you’d like to see any of the relevant Product Disclosure Statements (PDS) which include all the information you need to know about our products, costs and other important things to consider, go to our \u003ca href\u003d\"/content/hesta/members/forms-resources/hesta-product-disclosure-statements.html\"\u003eProduct Disclosure Statements\u003c/a\u003e page. You should also consider the \u003ca href\u003d\"/content/hesta/campaigns/target-market-determination.html\"\u003eTarget Market Determination\u003c/a\u003e for our products.\u003c/p\u003e\r\n\u003cp\u003eIf you need more information, give us a call and say one of the following phrases when prompted to be fast tracked to the right team: \u003c/p\u003e\r\n\u003cul\u003e\r\n\u003cli\u003eHelp with a form\u003c/li\u003e\r\n\u003cli\u003eNeed form\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003cp\u003eWithin Australia:\u003c/p\u003e\r\n\u003cp\u003e\u003ca href\u003d\"tel:1800813327\"\u003e1800 813 327\u003c/a\u003e\u003c/p\u003e\r\n\u003cp\u003eOverseas:\u003c/p\u003e\r\n\u003cp\u003e+61 3 9957 0064\u003c/p\u003e\r\n\u003c/div\u003e\r\n\u003c/div\u003e\r\n"},{"intentTitle":"Any other enquiries","intentBodyText":"\u003cdiv class\u003d\"call-selection-wrapper\"\u003e\u003cdiv class\u003d\"call-selection-border\"\u003e \u003c/div\u003e\r\n\u003cdiv class\u003d\"call-selection-body\"\u003e\u003cp\u003eIf you need more information, give us a call and say a few words when prompted to let us know how we can help you.\u003c/p\u003e\r\n\u003cp\u003eWithin Australia:\u003c/p\u003e\r\n\u003cp\u003e\u003ca href\u003d\"tel:1800813327\"\u003e1800 813 327\u003c/a\u003e\u003c/p\u003e\r\n\u003cp\u003eOverseas:\u003c/p\u003e\r\n\u003cp\u003e+61 3 9957 0064\u003c/p\u003e\r\n\u003c/div\u003e\r\n\u003c/div\u003e\r\n"},{"intentTitle":"Report a scam","intentBodyText":"\u003cdiv class\u003d\"call-selection-wrapper\"\u003e\u003cdiv class\u003d\"call-selection-border\"\u003e\u003cbr /\u003e\r\n \u003c/div\u003e\r\n\u003cdiv class\u003d\"call-selection-body\"\u003e\u003cp\u003e\u003cb\u003eQuick facts\u003c/b\u003e\u003c/p\u003e\r\n\u003cp\u003eIf you\u0027ve been sent a scam email or SMS relating to HESTA, please forward the email or a screenshot of the SMS to: \u003ca href\u003d\"mailto:scams@hesta.com.au\"\u003escams@hesta.com.au\u003c/a\u003e\u003c/p\u003e\r\n\u003cp\u003eWe monitor this mailbox but we’re not able to respond individually. You’ll receive an automated response to let you know that we’ve received your email and we’re investigating.\u003c/p\u003e\r\n\u003cp\u003eIf you\u0027ve replied to or actioned a suspicious email or SMS relating to HESTA, give us a call and and say one of the following phrases when prompted to be fast tracked to the right team:\u003c/p\u003e\r\n\u003cul\u003e\r\n\u003cli\u003eReport scam\u003c/li\u003e\r\n\u003cli\u003eReport fraud\u003c/li\u003e\r\n\u003c/ul\u003e\r\n\u003cp\u003eWithin Australia:\u003c/p\u003e\r\n\u003cp\u003e\u003ca href\u003d\"tel:1800813327\"\u003e1800 813 327\u003c/a\u003e\u003c/p\u003e\r\n\u003cp\u003eOverseas:\u003c/p\u003e\r\n\u003cp\u003e+61 3 9957 0064\u003cbr /\u003e\r\n\u003c/p\u003e\r\n\u003cp\u003e \u003c/p\u003e\r\n\u003c/div\u003e\r\n\u003c/div\u003e\r\n"}]