Your interactive Year in Review and Annual Statement provide you with an update and information about your account balance, pension payments, how your pension has performed over the year and gives you the opportunity to make any adjustments (such as updating your payment amounts or changing your investment strategy).
How you’ll receive it
If you have opted to receive your Annual Statement digitally, you will receive an email to advise that your Year in Review is ready to view, as well as a secure link to the interactive experience and Statements page in Member Online where you can download a copy of your Annual Statement.
If you’ve opted for hardcopy communications, you’ll receive a copy of your Annual Statement in the mail.
You can also log in to Member Online or jump on the Member App to view these.
Before your interactive Year in Review becomes available, check that you have your Member Number and PIN handy to login into Member Online. If you can’t remember your login details, give Member Services a call on 1800 757 607 and they’ll get you sorted.
A few things to start thinking about when you get your year in review …
Your account balance and activity
At a glance, see your opening and closing account balance, as well as amounts going into and coming out of your account. You can dig deeper to see individual transactions.
Your pension payments
Here, you’ll see your pension payment amounts and frequency. You can dig deeper to see individual transactions and get information on how to manage your pension.
Being on top of how your pension is invested is important.
Your Year in Review will detail how your pension is invested and your investment earnings for the financial year, your Annual Statement provides you with more information on investment earnings and fees and costs.
It’s important to remember that the majority of your pension income will come from investment earnings, so it’s crucial to invest it correctly. When you look at your investments, remember that your money needs to keep working for you in retirement, which could be up to 30 years!
Get free advice from one of our financial planners so that your pension continues to provide you with income in retirement. Call Member Services on 1800 757 607 to request a callback from a financial planner.
Take a look at the beneficiaries listed – are they up to date? Have any of your circumstances changed? Now’s your chance to update your beneficiary nomination, if required, so that your pension is distributed according to your wishes.
Got a question about your Annual Statement?
Member Services are always here to help – simply call them on 1800 757 607 during business hours.
The information on this page has been issued by Maritime Financial Services Pty Limited (MFS). It contains general information that doesn’t take into account your individual objectives, financial situation or needs. It’s important to consider how appropriate this general information is in relation to your situation before making an investment decision. We recommend that you seek financial advice before making any decisions regarding your super or investments. The information on this page is current at the time of publishing.