We believe that quality advice can help create brighter futures for our members. And we want to make providing advice to them easier for you.
Adviser Online is your place to access your clients who are HESTA members’ account information. Register now as an Adviser to:
Submit a request to get your client’s HESTA account information.
Upload your authority form (completed by the member) and we’ll provide the Member Account Summary within 1 business day. The Member Account Summary includes all the information you’ll need to provide quality advice to your client, including the last 5 years of super contributions.
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HESTA members can make a one-off payment or set up regular contributions into their super through EFT (bank transfer) or by using BPAY®.
Our BSB and account details for personal super contributions, including the member’s payment reference number, are located under the ‘Contribute extra’ tab in the member’s online account.
Biller code and biller reference numbers for personal super contributions are located under the ‘Contribute extra’ tab in the member’s online account.
®BPAY Pty Ltd ABN 69 079 137 518
Here are some important identification numbers for HESTA, the Trustee and our products. If you're filling in forms for rollovers, super choice and more, you might need these.
HESTA members may be able to claim a tax deduction for any after-tax super contributions made into their account.
Once the contributions have been made, the member needs to let us know that they’d like to claim a tax deduction for these contributions by completing the ATO’s ‘Notice of intent to claim or vary a deduction for personal super contributions form’.
We need to receive the form and confirm it’s valid before (whichever of the below comes first):
You’ll need their HESTA member number and some of our fund details to complete the form:
Send the notice of intent form back to us via:
Annual statements are sent to members from late August to early October. If we have the member’s email address, we’ll send an email when their statement is ready. Members can find their statements in their online account under the ‘Transactions’ tab.
If we don’t have a member’s email address they’ll receive a paper statement by post.
If a member joined HESTA after 30 June, they’ll receive their first statement next year – but contributions or payments, investment returns and other account details can be accessed via the member’s online account at any time.
Advice fees can be deducted from a member’s account if you’re a registered financial adviser or licensee with HESTA.
As a registered adviser or licensee, your clients can complete the Advice fee deduction form (pdf) to instruct HESTA to pay your advice fee from their super account. Payments are processed monthly.
Registered advisers will also receive advice implementation support and relevant updates from HESTA.
Our team is happy to help with any questions or requests.
Chat online with a HESTA consultant
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Just type 'Live chat' into our chatbot at the bottom of your screen to get started.
*Product ratings are only one factor to be considered when making a decision.
Ratings are published by SuperRatings Pty Ltd ABN 95 100 192 283 AFSL 311880 (SuperRatings). Ratings are general advice only and have been prepared without taking account of your objectives, financial situation or needs. Consider your personal circumstances, read the product disclosure statement and seek independent financial advice before investing. The rating is not a recommendation to purchase, sell or hold any product. Past performance information is not indicative of future performance. Ratings are subject to change without notice and SuperRatings assumes no obligation to update. SuperRatings uses objective criteria and receives a fee for publishing awards. Visit superratings.com.au for ratings information and to access the full report. © 2023 SuperRatings. All rights reserved.
© Zenith CW Pty Ltd ABN 20 639 121 403 (Chant West), Authorised Representative of Zenith Investment Partners Pty Ltd ABN 27 103 132 672, AFSL 226872 under AF 2021. The Chant West rating (assigned 2019 and 2021) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001). Individuals should seek their own independent financial advice and consider the appropriateness of any financial product in light of their own circumstances and needs before making any investment decision. The advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision. Past performance is not an indication of future performance. Chant West does not make any representation or give any guarantee or assurance as to the performance or success of any financial product based on the ratings. Chant West may charge the product issuer, fund manager or related party for use of ratings. Chant West does not accept any liability whether direct or indirect, arising from use of the information. Chant West ratings and research are prepared by Chant West and are not connected in any way to research and ratings prepared by any of our related entities. Full details regarding Chant West’s research methodology, processes, ratings definitions are available at www.chantwest.com.au and Chant West’s Financial Services Guide is available at www.chantwest.com.au/financial-services-guide