Your annual statement

Understanding your statement

Annual statements are provided to members from September each year.

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

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.


Annual statement delivery

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, Income Stream and Flexible Rollover Product members can expect to receive their annual statements from mid to late October.

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.
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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?

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.

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.

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

 

Frequently asked questions

Have other questions?

Do you have any other general questions you’d like to ask about investment returns for FY2021-22?
Submit your questions below and we will update our FAQs to reflect these, so our members are informed about their super.
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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 1300 369 315.

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.