SelectingSuper - Statewide_Super

Personal Super Fund profiles

Statewide Superannuation Trust

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:

With around $2 billion in funds under management, StatewideSuper is the super industry fund for all South Australians, managing more than $2 billion of retirement savings on behalf of over 170,000 members.

StatewideSuper is committed to providing a simple, low cost super to help members manage their financial needs throughout their working life and into retirement. As a profit-for-members industry fund, our focus is on maximising members' savings to help them achieve a financially secure retirement. Members can take advantage of a range of benefits including health insurance and access to financial planning and educational seminars.

Year of Establishment: 1986

Value of Funds: $2.0 billion

Key Features:

South Australian based, profit-for-members industry super fund that anyone can join.
Income protection, death and total and permanent disablement insurance cover.
In-house financial planning and seminars.
No entry or exit fees.
Health insurance with discounted premiums
A choice of investment options
Everyday access to your account through Statewide.On.Line.
Access to pension products when heading into retirement.

Administrator: Statewide Financial Management Services Limited

Auditors: Nelson Wheeler Chartered Accountant (External)
Ernst & Young (Internal)

Custodians: Access Capital Advisors

Insurer: MetLife Insurance Limited

INVESTMENT OPTIONS

Statewide Cash Aims to achieve returns after tax and fees that are closely aligned with UBS Australia Bank Bill Index over rolling 12 month periods.

Statewide Fixed Interest Aims to achieve returns after tax and fees over rolling three year periods consistent with the weighted average return from the UBS Australia Compsite Bind Index and Barclays Capital Global Aggregate Index.

Statewide Conservative Aims to achieve returns after tax and fees that exceed CPI increases plus 1.5% p.a. on average over rolling three year period.

Statewide Socially Responsive Aims to achieve returns after tax and fees that exceed CPI increases plus 3% p.a. on average over rolling five year period.

Statewide Balanced Aims to achieve returns after tax and fees that exceed CPI increases plus 3% p.a. on average over rolling five year period.

Statewide High Growth Aims to achieve returns after tax and fees that exceed CPI increases plus 5% per annum on average over rolling seven year periods.

Statewide International Equities Aims to moderately outperform the broad international listed equity market as measured by the weighted average return from the MSCI World Index and MSCI Emerging Markets Index on an after tax and fees basis over rolling five year periods.

Statewide Australian Equities Aims to moderately outperform the broad Australian listed equity market as measured by the weighted average returns from the S&P/ASX 300 Australian Index and the S&P/ASX Small Ordinaries Accumulation Index on an after tax and fees basis over rolling five year periods.

Investment Performance
(crediting rates) Performance to 31 March 2010

1yr 3yr 5yr

Statewide Cash 3.04% 4.09% 4.34%

Statewide Stable Growth 3.33% -1.01% 3.33%

Statewide Growth 7.71% -5.59% 2.06%

Statewide Aussie Choice 15.35% 0.63% 6.22%

Statewide Shares 18.18% -5.09% 3.59%

Statewide Socially Responsive 7.77% -5.08% 2.38%

Statewide Bonds 2.67% 5.54% -

Statewide Australian Equities 34.47% 0.04% -

Statewide International Equities 10.81% -12.52% -

Statewide Indexed 15.12% -4.27% -

Statewide TRP
-2.92%

-3.83%

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