Your annual statement isn't just a snapshot of your account. It's a valuable tool that can help you understand your progress and uncover ways to improve your retirement outcomes. Here are some tips to get started.
Make sure your details are up to date
Check that your personal and contact details are current so we can reach you when needed.
Review your beneficiaries
Check any beneficiary nominations shown on your statement to make sure they’re up to date and still reflect your wishes, particularly if you’ve experienced a major life event such as marriage, divorce or having children.
Check transactions and contributions
Take a look at the money that moved in and out of your account during the year, such as contributions, insurance premiums, or transfers. This can help you confirm everything has been received and recorded correctly.
Understand your investments
It’s worth checking whether your current investment options still suit your goals, circumstances and time horizon. If you’re considering a change, our handy guide can help you choose.
Remember, investment returns can be positive or negative, and past performance isn't a guarantee of future performance.
Review your insurance cover
If you have insurance through your super, your statement may show your cover details and premiums deducted from your account during the year. Consider whether your cover still suits your needs and circumstances. You can also use our insurance calculators to explore what may be right for you.