Claiming a tax deduction on after-tax super contributions?

To claim a tax deduction on after-tax contributions you’ve made, you’ll need to complete the ATO's Notice of intent to claim a tax deduction form. Find the form and the details you’ll need to complete your claim on Claiming a tax deduction

  1. Members
  3. Forms and resources
  5. Forms and brochures

forms and brochures

Download the latest HESTA forms, booklets and brochures here.

 

 

forms, booklets and brochures

 

 
Change your investments online

The fastest way to change your investments is through your online account.

Log in to change your investments  Link to online account
 

 

Complete the PDF form 

Complete the relevant form and send it back to us. 

 
If you're experiencing financial hardship, you may be able to access some of your super early. Find out more about eligibility and how to apply.
 
 

Use this form to apply for an early release cash withdrawal from your super account on compassionate grounds once you have received a letter of approval from the Australian Taxation Office (ATO).

To claim a tax deduction on after-tax contributions you’ve made, you’ll need to complete the ATO's Notice of intent to claim a tax deduction form.

You can find the link to the form and the details you’ll need to complete your claim on Claiming a tax deduction.

 


Super withdrawals 

The fastest way to withdraw a lump sum from your super account (if you’re eligible) is to complete the withdrawal form in your online account.

You must have reached preservation age (generally age 60) and have permanently retired or ceased employment since turning age 60, or have met another condition of release (see more on accessing your super).  

Log in to your account and go to More actions > Access your super.  
 

Log in to make a withdrawal Link to online account

 

Complete the PDF form 

Complete the form and send it back to us. 

Please consider seeking financial advice before making a decision about withdrawing your benefit.

 

 
Combine your super in your online account

The fastest way to combine your super from other funds into your HESTA account is through your online account. Just log in to your account and go to the ‘Combine’ tab. It will only take a few minutes. Make sure you have your identification details handy.

 

Log in to combine your super  Link to online account
 

 

Complete the PDF form 

Complete the form and send it back to us. 

Easy English is a writing style that helps people who find it hard to read and understand English. It is simpler and has a lower reading level than most documents produced by HESTA.

The following HESTA information booklets are available in Easy English: 

  • Choosing HESTA 
  • How super works 

 

 
Nominate non-binding beneficiaries in your online account

The fastest way to nominate or update your non-binding beneficiaries is via your online account. Log in to your account and go to the 'Personal details' tab.

 

Log in to update non-binding beneficiaries  Link to online account
 

 

Complete the PDF form 

Complete the form and send it back to us. 

Use this form to make a binding beneficiary nomination.

This type of nomination needs to be updated every 3 years to keep it active. You can update it or cancel it at any time.

 

 

ABN, USI and SFN details

Here are some important identification numbers for HESTA, the Trustee and our products. If you're filling in forms for rollovers, super choice and more, you might need these.

 

Important identification numbers
Fund numbers

Australian Business Number (ABN): 64 971 749 321

Superannuation Fund Number (SFN): 129638949
Trustee number

Australian Business Number (ABN): 66 006 818 695

Australian Financial Services License (AFSL): 235249
Product numbers

Unique Superannuation Identifier (USI) (previously known as SPIN): HST0100AU

Income Stream Unique Superannuation Identifier (USI) (previously known as SPIN): HST0001AU