Super24 September 2018

You received your statement - now what?

Elly
Elly
Author

You’ve received your 2018 Member statement … great!

Now's the time to take a look at how your super's doing. Follow these 5 simple steps to make sure it’s on track.

1. Update your details

Have you moved house this year, changed your email address, or got a new mobile number? Keeping your details up-to-date helps us contact you when we have something important we need to tell you.

If you need to update your details you can give us a call on 1800 005 166 or you can do it yourself using Tasplan Online.

Note
If you need to update your mobile number, you’ll need to call us so we can update it for you.

2. Check your current balance

The balance on your statement is current as at 30 June 2018, which means by the time you receive it your balance may have changed.

To check your current balance log in to Tasplan Online.

3. Do a quick search for any lost super you didn’t know you had

Finding lost super doesn’t need to be hard. Our Combine your super tool makes it easy to search for lost super accounts online. Do a quick lost super search now!

5. Check your current level of insurance is right for you

Did you know, when you become a Tasplan member you’re automatically assigned a basic level of cover for death and total and permanent disablement?

Insurance is important because it protects you and your family in the event of your unexpected death or disablement.

But, subject to eligibility, you can tailor your insurance options to suit your personal circumstances.

Your 2018 Member statement will show your current insurance cover. However, if you’d like to make changes to your current level of insurance there are a few ways you can do it:

  • use the Insurance calculator located in the ‘Insurance’ section in Tasplan Online
  • completing the relevant application form on our website or
  • book an appointment with a Tasplan Member Services Consultant by calling 1800 005 166

You may choose to nominate a person, known as a ‘beneficiary', who can receive all or part of your super and any insurance payout when you die.

There are two ways to choose your beneficiaries:

  • non-binding death benefit nomination (also known as a preferred beneficiary nomination)
  • binding death benefit nomination.

The kind of nomination you make will depend on your circumstances. There may be tax and other issues to think about, so consider getting advice before you decide.

If your circumstances have recently changed, you may wish to nominate or update your beneficiary.

You can update or nominate beneficiaries in Tasplan Online, or by completing the relevant form available at tasplan.com.au/forms.

Or, if you’d like more information about nominating beneficiaries before you make any decisions, you can download our Nominating your beneficiaries fact sheet. 

If you’ve got a question about your Member statement, or would like to meet with one of our Member Services Consultants to discuss your super, call us on 1800 005 166.

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