Recent Trust Deed Amendments
The HESTA Trust Deed has been amended. Read the details here.
Want to change how often you’re paid?
The choice is yours. You have the power to make changes to your payment options, all through your online account. You can choose to receive your payments:
Prefer pen and paper?
Want to review your TTR strategy
Reviewing your current TTR strategy ensures that it continues to be as tax-efficient as possible while still suiting your circumstances.
Resetting your TTR strategy is called a ‘TTR reboot’. This means closing your HESTA TTR Income Stream and combining it with your super account to start a new TTR Income Stream with a bigger balance. A bigger balance increases your minimum and maximum withdrawal amounts. But be careful, some income streams opened before 1 January 2015 have grandfathered Centrelink benefits. So, speak to a financial adviser if you are unsure.
Sound like something you need to do?
The HESTA Trust Deed has been amended. Read the details here.
Learning the lingo and understanding the basics can help you make informed financial decisions. And take more control of your money.
Need some advice about your super, insurance, or investments? Make an appointment to speak to a HESTA adviser and someone from the team will get in touch with you.