How you'll be charged
Financial planning with no hidden fees
You can feel confident knowing there are no hidden costs or nasty surprises when you meet with one of our Financial Planners*. Our advice is provided on a fee for service arrangement, and you’ll agree to the fee before we proceed with any work. This is to ensure you are clear on what to expect.
How do I pay?
The first appointment is all about us getting to know you - and you getting comfortable with the Planner. This initial fact-finding appointment is provided at no additional cost, so don’t worry about payment methods for this!
If you decide to take the advice path, we’ll negotiate the ‘fee for service’ and establish the easiest way for you to pay for your advice.
Then there are two ways you can pay:
- If you’re a Statewide Super member, you can arrange for the financial planning fees that relate to your super investment and membership of Statewide Super to be deducted from your Statewide Super account;
- If you’re not a Statewide Super member, or if you receive financial planning advice relating to topics outside of super, you’ll receive an invoice for the cost. The invoice will let you know about your various payment options.
How do I get started?
To speak with a Member Adviser*, or to make an appointment with one of our Financial Planners*, just call 1300 65 18 65 or book online.
We also have a network of expert, Statewide Super accredited financial advisers located around South Australia, so expert advice is probably closer than you think.
Just looking for general information on your Statewide Super account?
We offer that too – by phone or face-to-face at no charge. Simply phone 1300 65 18 65 or visit our Member Centre at 211 Victoria Square, Adelaide for a chat.
Factual information and general advice may be provided by representatives of Statewide Superannuation Pty Ltd ABN 62 008 099 223 (AFSL 234171) as trustee for the Statewide Superannuation Trust ABN 54 145 196 298 ("Statewide Super"). Personal financial advice may be provided as follows:
- Statewide Super has engaged Industry Fund Services Limited ABN 54 007 016 195 AFSL 232514 ("IFS") to facilitate the provision of both personal and general financial advice to members of Statewide Super. Our Financial Planners, Associate Financial Planners, and Member Solutions Advisors based at our Member Centre in Adelaide are Authorised Representatives of IFS. IFS is responsible for any advice given to you by its Authorised Representatives.
- Statewide Super has also accredited a network of financial advisers ("Accredited Advisers") based locally and regionally. Advice provided to you by these Accredited Advisers will be provided under the Australian Financial Services Licence held by a third party. That third party is responsible for the financial advice given to you by an Accredited Adviser.
Fees may apply. Further information about the cost of financial advice is set out in the relevant Financial Services Guide ("FSG"). Copies of the relevant FSG for Statewide Super is available for download at www.statewide.com.au/financial_planning or by calling 1300 65 18 65. A copy of the relevant FSG for an Accredited Adviser can be obtained by contacting the Accredited Adviser directly.