Understand your UniSuper statement

UniSuper are currently issuing bi-annual superannuation statements. Learn how to better understand your UniSuper statement and how your superannuation is performing.

You will shortly receive your UniSuper bi-annual superannuation statement by email or through the post. Understanding your statement is a great way to take control of your finances.

Staff can arrange to meet with a superannuation consultant from UniSuper or can contact a member of the UniSuper Member Service Team to better understand the statement and superannuation details.

The statement provides information about both the performance of the fund and your personal account information.

Key inclusions
  • Investment options and performance - this is the part of the statement that your attention is likely to gravitate to first. This tells you how your fund has performed over the last six months.
  • Insurance cover - have a good look at your cover and make sure that it's sufficient for your needs and circumstances. Also ensure that your beneficiary details are up to date.
  • Defined benefit calculation (for members of the Defined Benefit Fund) – this provides a breakdown of how your defined benefit component is calculated, giving you a better understanding of what the benefit formula means to you.
  • Fees - your statement will list any of the fees that UniSuper deduct from your super savings to make up for the cost of running the fund.

You can book an appointment with a UniSuper superannuation consultant or if you have any questions about your statement, or want to get a better understanding of superannuation, you can call the UniSuper Member Service Team on 1800 331 685 or visit their Learning Centre

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