A note from the CEO
Statewide Super is proud to be named one of only three super funds in Australia to receive a Canstar 5-Star Rating^ for both Superannuation and Account Based Pension products in September 2020.
Statewide Super is excited to receive the 5-Star Rating for the fund's Account Based Pension product, adding to the 5-Star Rating we have held for our Superannuation MySuper product for the last three years running.
We are in the top 5% of our field and one of only three funds nationally (out of a field of 63) to receive a 5-Star Canstar Rating for both product categories proving we are able to compete alongside some of the mega-funds in Australia and demonstrate being a boutique Fund with close connections to members has distinct advantages.
These ratings continue to recognise the outstanding value Statewide Super provides to its members in their journey toward, and in retirement.
Our focus, first and foremost, is on our members and their retirement outcomes. With COVID-19 shining a spotlight on the importance of superannuation, we want to ensure we are doing everything we can to safeguard our members’ retirement savings.
Canstar is a highly respected ratings agency which researches and rates superannuation institutions to determine the financial products which offer Australians outstanding value, based on a combination of returns, services, costs and features.
^Canstar 5-Star Rating for MySuper awarded in March 2020 www.canstar.com.au/star-rating-reports/superannuation and Account Based Pension products in September 2020 www.canstar.com.au/account-based-pensions. Ratings are only one factor to be taken into account when deciding whether to invest in a financial product. For more information visit www.canstar.com.au.
*SuperRatings Fund Crediting Rate Survey June 2018. Investment returns can go up and down and are not guaranteed.
Returns are net of investment fees, the asset-based administration fee and tax on investment income. Further administration and other fees apply. See our “Fees and Costs” booklet for more information.
All investments have risk, and past performance is not a reliable indicator of future performance. For more information on risks associated with investing, consider the “Risks of Super” and “How we invest your money” booklets available at statewide.com.au or by calling 1300 65 18 65.
**SuperRatings Platinum Rating 2018 – superratings.com.au/ratings-and-awards, Canstar 5-star rating 2018 – canstar.com.au/star-rating-reports/superannuation and Chant West 5 Apples Ratings 2018 – chantwest.com.au/fund-ratings/super-methodology. Ratings are only one factor to be taken into account when deciding to whether to invest in a financial product.
The information provided contains general advice which does not take into account your specific objectives, financial situation or needs. Before investing, you should consider the appropriateness of this general advice with regard to your personal circumstances. You may also wish to obtain independent financial advice.
Statewide Super holds an Australian Financial Services Licence (AFSL) that allows it to provide general and personal financial advice. Statewide Super Financial Planners are employees and Authorised Representatives of Statewide Super, who is responsible for any advice given to you by them.
Statewide Super also has an associated network of financial advisers (“Associated Advisers”) based locally and regionally. Advice provided to you by these Associated Advisers will be provided under the AFSL held by a third party. That third party is responsible for the financial advice given to you by an Associated Adviser.
For further information and a copy of the applicable Statewide Super Financial Services Guide (FSG), visit www.statewide.com.au or call 1300 65 18 65. A copy of the relevant FSG for an Associated Adviser can be obtained by contacting the Associated Adviser directly.