for advisers

• HESTA members can switch their investments at no additonal cost.
• Members can switch investments quickly and conveniently through their online account, or download and complete the: 
  Investment choice form: super members (pdf), or 
  Investment choice form: Income Stream members (pdf). 
• We’ll process the switch request and send a letter confirming the details of the switch.

HESTA members can make a one-off payment or set up regular contributions into their super through BPAY^®.

BPAY

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.

Fund numbers

• Australian Business Number (ABN): 64 971 749 321
• Superannuation Fund Number (SFN): 129638949

Trustee number

• Australian Business Number (ABN): 66 006 818 695
• Australian Financial Services License (AFSL): 235249

Product numbers

• Unique Superannuation Identifier (USI) (previously known as SPIN): HST0100AU
• Income Stream Unique Superannuation Identifier (USI) (previously known as SPIN): HST0001AU

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):

• the date the tax return is lodged, OR 
• the end of the financial year after the contribution was made, OR 
• the member withdraws their super from HESTA, OR 
• the member commences an Income Stream 

You’ll need their HESTA member number and some of our fund details to complete the form: 

• Fund name: HESTA 
• Fund ABN: 64 971 749 321 
• USI (unique superannuation identifier): HST0100AU 

Send the notice of intent form back to us via: 

• Email: hesta@hesta.com.au, OR  
• Post: HESTA, Locked Bag 35007, Collins St West VIC 8007. 

Download ATO’s notice of intent form

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.