forms and documents

Use this form to register as an AFS licensee permitted to provide advice services with respect to HESTA products.

HESTA Australian Financial Services (AFS) Licensee Agreement (PDF)

Ask your client to complete this form to give permission for a third party to access their HESTA account information.

Third party authorisation form (PDF)

Ask your client to complete this form to authorise you to receive payment from their HESTA account for advice services delivered regarding their HESTA account.

Advice fee deduction form (PDF)

For people who need to prove their identity.

Certifying your identification form (PDF)

For people who need to identify their driver licence card number. 

Driver licence card number (PDF)

For people who need to make a statutory declaration.

Statutory declaration form (PDF)

For people who want to combine their super from another fund in their HESTA account.

Combining your super form (PDF)

For people who want to update their personal details.

Change of member details form (PDF)

For people who want to make a binding beneficiary nomination.

Binding death benefit nomination form (PDF)

For people who want to apply for a benefit payment and certify their identity.

Benefit payment application form (PDF)

For people who want to submit a Notice of intent to claim a deduction for super contributions.

ATO notice of intent form

For HESTA super members who would like to change their investment options.

Investment switch form: super members (PDF)

For HESTA Income Stream members who would like to change their investment options.

Investment choice form: Income Stream members (PDF)

See our investment performance over time and compare the returns of our investment options.

Super performance

View the latest returns for our Retirement Income Stream investment options.

Income Stream performance

HESTA members have the freedom to choose how their money is invested. They can change their investment options any time in their online account.

Our investment options

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

Responsible investing

HESTA members can protect themselves and their family with flexible insurance cover.

Insurance options

Use this calculator to find out how much insurance is expected to cost.

Insurance quote calculator

For people who want to reduce or cancel insurance cover, change occupation category, or convert Death and TPD cover to or from fixed cover.

Insurance alteration form (PDF)

For people who want to transfer existing Death and/or TPD and/or IP cover from another super fund or individual retail policy to HESTA.

Insurance transfer form (PDF)

Everything you need to know about products, costs and other important considerations.

Product disclosure statements

For people joining HESTA through their employer. For self-employed, unemployed or existing HESTA members, use the HESTA Personal Super application form.

HESTA Super PDS (PDF)

For existing HESTA members who want to open another account, and people who are self-employed, unemployed, or work in their own business.

HESTA Personal Super PDS (PDF)

For people opening a HESTA Income Stream account.

Income Stream PDS (PDF)

We offer competitive fees and costs so more money stays working for the future.

Our fees and costs

These documents describe who a product is likely to be appropriate for (its target market) based on their likely objectives, financial situations and needs.

Target market determinations