From time to time, changes to the PDS that are not materially adverse will be updated on the website here. To make it easier for you to follow, changes that apply to all products will be shown here. Changes to particular documents will be shown with the documents below.
From 1 July 2024 changes have been made to certain fees and costs and annual rates and thresholds, these changes have been set out in the attached summary and will be incorporated into the next PDS in September.
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You can apply for a HESTA Income Stream via the income stream tab in your online account. Please note: the tab will only appear if you have reached preservation age.
Log in to your online account.
The HESTA Term Allocated Pension (TAP) product is closed to new members. If you hold a TAP with HESTA (or are a reversionary beneficiary) and would like more information, please contact us on 1300 734 479
You can access the HESTA for Mercy product disclosure statements on the HESTA for Mercy website.
A TMD is a document which describes who a product is likely to be appropriate for (its target market), based on their likely objectives, financial situations and needs.
Each product TMD has set out the distribution conditions, when we may need to review them and other circumstances that would prompt a review of our product, the target market or the TMD.
HESTA-Industry-Super-Plan-TMD-September-2023 pdf, 101 kB
HESTA Super Plan target market determination
HESTA-Personal-Super-Plan-TMD-September-2023 pdf, 100 kB
HESTA Personal Super target market determination
HESTA-Corporate-Super-Plan-TMD-September-2023 pdf, 100 kB
HESTA Corporate Super target market determination
HESTA-Transition-to-Retirement-Income-Stream-TMD-September-2023 pdf, 92 kB
HESTA TTR Income Stream target market determination
HESTA-Retire-Income-Stream-TMD-September-2023 pdf, 92 kB
HESTA Retirement Income Stream target market determination
See past HESTA TMDs on the Target market determinations page.
HESTA-for-Mercy-Super-TMD pdf, 104 kB
HESTA for Mercy Super target market determination
HESTA-for-Mercy-Transition-to-Retirement-Income-Stream-TMD pdf, 93 kB
HESTA for Mercy Transition to Retirement target market determination
HESTA-for-Mercy-Retirement-Income-Stream-TMD pdf, 94 kB
HESTA for Mercy Retirement Income Stream target market determination
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