Adviser Online - scheduled maintenance

Adviser Online will be unavailable from 8pm Friday 24 May until 6am on Saturday 25 May, while we perform some scheduled maintenance. We apologise for any inconvenience.

for advisers

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.


 

register for your Adviser Online account

 

Adviser Online is your place to access your clients who are HESTA members’ account information. Register now as an Adviser to:

  • access a member account summary
  • check beneficiary and insurance information
  • review your client’s HESTA investment strategy, and
  • request to deduct a fee from your client’s account.

 

Register for Adviser Online

 


Already registered?
 

Log in to Adviser Online

 

 

Not registered or in the process of registering? 

 

 
Request a HESTA Member Account Summary

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.


Upload your authority form

 

 
Request to deduct a fee from a member account

As a registered adviser or licensee, your advice fee can be deducted from a member's account for personal advice you provide on HESTA products.

Complete the Advice fee deduction form (pdf) and upload it to HESTA. 

 

Upload your fee deduction form

 

 

 

 

 

investment excellence with impact

 

We use our expertise and influence to deliver strong long-term returns while accelerating our contribution to a more sustainable world.

 

 

 

 

 

 

FAQs


Here are some of the most common questions we get asked about HESTA forms and processes.

 

 

 

HESTA members can make a one-off payment or set up regular contributions into their super through EFT (bank transfer) or by using BPAY®.


EFT (bank transfer)

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.

 

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 5136, Parramatta NSW 2124. 

 

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. 

 

Register as an adviser or licensee

Adviser registration form (pdf) >

Licensee registration form (pdf) >

 

 

 

 

 

 

 

we know super

The HESTA Income Stream is a Platinum-rated product with a long track record of industry-leading value.*

 

Read the reports


 


 

we're here to support you

 

Our team is happy to help with any questions or requests. 

 


Live chat

Chat online with a HESTA consultant

We're available on weekdays,
8am - 5pm AET.

Just type 'Live chat' into our chatbot at the bottom of your screen to get started.

 

 


Call us

Our Contact Centre is available
Monday to Friday, 8am - 8pm AET.
 

Contact us

 

 

 


Email

Send us an email and we'll get back to you. 
 

Email us

 

 


 

 

 

*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