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Retirement Products Fund Profiles

Statewide Superannuation Trust Allocated Pension
Principal Contact: Kelly Bonato
Client & Employer Services Manager
Telephone:
Member Telephone:
Facsimile:
(08) 8217 8536
1300 65 18 65
(08) 8217 8555

Address:

GPO Box 1749
Adelaide SA  5001

Website:
Email:
www.statewide.com.au
info@statewide.com.au
Overview:
StatewideSuper provides a cost-effective pension products, including an accnount based pension for those who have fully retired, and transition to retirement pension for those who are slowing down as they head towards retirement. StatewideSuper pensions provide you with the flexibility to tailor your investment strategies to your own circumstances with eight investment options to choose from.

With around $2 billion in funds under management, StatewideSuper is the industry super fund for all South Australians.
Year of Establishment: 1986
Value of Funds: $2.0 Billion
Key Features:
  • Flat administration fee $5.00 per week.
  • $25.00 fee for partial lump sum withdrawals.
  • Flexibility to switch investment options.
  • A choice of eight investment options.
  • Access to personal financial advice.
  • Health insurance with discounted premiums.
  • Access to your account through Statewide.On.Line.
Administrator: Statewide Financial Management Services Pty Ltd
Auditors: Nelson Wheeler Chartered Accountant (External)
Ernst & Young (Internal)
Custodians: National Custodial Services
Statewide Financial Management Services
Asset Consultant: Access Capital Advisors
Insurer: MetLife Insurance Limited


 


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