Your annual statement

Understanding your statement

Annual statements are provided to members from September each year.

Pension and Lump Sum statements will start to be posted to members from mid-September and SA Ambulance statements from early October. Triple S, Super SA Select, Flexible Rollover Product and Income Stream members can expect to receive their annual statements from mid to late October.

When you receive your annual statement, this provides a great opportunity to check in on your super for the financial year to 30 June.

Check in on your super

Your annual statement provides important details including your balance, contributions, investment returns and any insurances you may have. Check your contact details, and if you haven’t already, visit the member portal to update these and your communication preferences, including the option to receive future annual statements online.

A quick guide to your annual statement

Whatever your goals are for super, an understanding of your super balance and how it is invested is useful to keep you on track.

That’s why we’ve created this video and helpful guides on how to read your statement.

Disclaimer: Please be aware this video was recorded in the 2021-22 financial year and the information represented is pertinent to that period. Your 2022-23 annual statement will contain different information relevant to the fees and returns applicable for the financial year.


Which guide is right for you?

If unsure, check your annual statement for the name of your scheme/and or product.


Prefer to receive your statements online?

Members of Triple S, Super SA Select, Income Stream and Flexible Rollover Product schemes can opt-in to receive future annual statements electronically via our Member Portal.

At Super SA we’re providing more secure, convenient ways for members to access our services, more choice in how we communicate with you, and more control over your super investments.

Follow these simple steps:

  1. Log in to the Super SA member portal
  2. Go to ‘My Account’ and ‘My Details’
  3. Click ‘Edit’ and scroll down to ‘Communications Preferences’
  4. Select the following preferences to stay informed online:
    • Annual Statement Delivery  🗸 Electronic
    • Opt in to Marketing  🗸 Yes
    • Preferred Communications Method  🗸 Electronic

 

We’re here to help

Most members don’t require their annual statement to complete their tax return. However, if you have any questions or need further information to complete your tax return, please call Member Services on (08) 8214 7800.

The superannuation schemes administered by Super SA are exempt public sector superannuation schemes and are not regulated by the Australian Securities and Investments Commission (ASIC) or the Australian Prudential Regulation Authority (APRA). Super SA is not required to hold an Australian Financial Services Licence to provide general advice about a Super SA product. The information in this publication is of a general nature only and has been prepared without taking into account your objectives, financial situation, or needs. Super SA recommends that before making any decisions about its products you consider the appropriateness of this information in the context of your own objectives, financial situation, and needs, read the Product Disclosure Statement (PDS), and seek financial advice from a licensed financial adviser in relation to your financial position and requirements.