Coming soon: your mid-year pension update
February 26th, 2020
Now that our six-month investment returns have been confirmed, the 2019/20 mid-year statements have been produced and are scheduled to arrive in mailboxes by 1 March.
This statement provides an overview of your pension account balance, transactions and investment returns as they stood at the halfway point of the financial year.
In your statement pack, you’ll also receive a “Half Time” newsletter. This features a summary of the Fund’s investment performance and other important details to help you get the most out of your pension account.
Are your details up-to-date?
The information about you that we hold on file is needed to make sure we can administer your super account correctly and meet all the requirements of superannuation laws and regulations.
When you open your statement, please take a minute to check the following:
- your personal information and contact details are correct
- we have your Tax File Number
- that we have details of your preferred beneficiary or beneficiaries
- your transactions are correct.
You can access and amend this information at any time using our member portal, firstonline.
Alternatively, you contact the Member Services Team on these matters or any other query about your super on 1300 360 988 or firstname.lastname@example.org. If you haven’t received your statement by 1 March, do get in touch to let us know.