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The new Equip website makes superannuation easy

A better website experience.

The new Equip website is now available. To access it simply log in to your account.

Whether you want to update your details, adjust your investment options, or search for lost super it's never been easier.

Try it on your desktop, phone, or tablet. 

For more information on the site and its features please see below. For any additional assistance please contact the Helpline on 1800 682 626.

*Please note that former Rio Tinto Super Fund members will be able to access the new site in late June / early July. 

Using the new website - the basics

Returning to the dashboard from anywhere in the secure section of the site.

Click the Equip logo at the top left of screen. This brings up the main dashboard screen with four columns.

Showing the navigation ribbon from anywhere in the secure section of the site.

Click the navigation ribbon icon (three horizontal bars) at the top right of screen. This will bring up a ribbon allowing you to jump to the main areas within the dashboard. 

Resetting PIN within your account.

 

Go to Personal details (blue person/avatar at top right of screen). Select Update your personal details. Put in your new PIN, then submit. (no need to re-enter your current PIN as well).

Changing personal details.


Click the blue Personal details avatar at the top right of your screen. Select Update your personal details. Input the new details. Confirm consent to use tax file number to search for super by checking the box, then hit submit.  You can also change your Preference Centre settings from this screen by clicking Preference Centre towards the top of your screen.
 

 

Changing communication preferences.

Click the blue Personal details avatar at the top right of your screen. Then click on View/update communication preferences on the left. To select all electronic methods, click the check box at the top of the list and it will activate this option for all items. Otherwise choose the options for each category. Submit.

Finding BPAY reference details.

Click the blue Personal details avatar at the top right of your screen. BPAY reference details can be found by scrolling right to the bottom of the screen. Your tax file number must be held by the fund for these details to be visible. If the TFN is not held, no BPAY details will be shown.

Using the new website - account balances

Finding account balance.

Account balance appears at the top left of the Account Balance column of the dashboard or via the navigation ribbon. This column contains an overview of your selected account. To see more detail, tap the View account balance button in the middle of the first column or the View more details in the second column.

 

Finding statements.

Go to Account balance on dashboard (first column). From the Account statements drop down list at the bottom of this column, select the statement you want to view from the drop down menu. Click Download PDF to view. 

Viewing transactions on your account.

Go to Account Activity on navigation ribbon from the navigation icon or click on My account activity at the bottom of the Account Activity column (second column).

Filtering contributions.

Within the Account Activity screen select contributions in Activity type drop down menu available through the “filter” icon at the right of the screen. Click to Apply. 

 

Filtering deductions and payments.

Within the Account Activity screen select deductions or payments in Activity type drop down menu available through the “filter” icon at the right of the screen. Click to Apply.

 

Exporting or printing your transactions.

Within the Account Activity screen click on logos at top right of the container to filter, export or print.

Seeing other account activity (messages, alerts).

Go to Account Activity on navigation ribbon from the navigation icon or click on My account activity at the bottom of the Account Activity column (second column). If you have messages, a red number will appear on the envelope icon to the left of the navigation ribbon icon. Click the envelope to view your messages. Current messages or alerts will sit at the top of your activity list. Or select either messages and/or alerts in Activity type drop down menu available through the “filter” icon at the right of the screen. Click to Apply. Click on logos at top right of the container to filter, export or print.

Using the new website - Investments

Finding investment option information.

Go to Investments on navigation ribbon from the navigation icon or go to the bottom of the Current Investments column (third column) and click on the My investments. You’ll go to the Investments page, and your current investment options will show. Click an investment option to see option descriptions, objectives, standard risk measure, minimum suggested timeframe, asset allocation and current performance.

For members with a defined benefit only (no option for an accumulation account) the Investment page will not be accessible, since there is no choice for how their benefit is invested. 

 

Finding unit prices.

Go to Investments on navigation ribbon from the navigation icon or go to the bottom of the Current Investments column (third column) and click on My investments options. You’ll go to the Investments page, scroll to Unit prices. Insert a date in box and press submit to see unit prices for that day. (Note: you will only be able to see the unit prices for one date at a time, not multiple dates)

 

Changing Investments - current account balance.

Go to Investments on navigation ribbon from the navigation icon or go to the bottom of the Current Investments column (third column) and click on My investment options at the bottom of the column.  Scroll down to Current investments. This shows the amounts and percentage of how your account balance is split between investment options. Click edit to change.Indicate the percentage amounts of your account you would like to allocate to your preferred investment option(s) ensuring the total equals 100%. 

Press submit. You will receive a receipt number to confirm your request has been submitted. Your request will also be listed in Your account activity, along with your receipt number.  You will also receive a confirmation in your account activity when your switch has been completed.
NB A DB member who has an accumulation account which has a current balance will be able to make an investment choice for their account balance. 

 

Changing Investments - future contributions/future pension payments.

Go to Investments on navigation ribbon from the navigation icon or go to the bottom of the Current Investments column (third column) and click on the Investments at the bottom of the column. Scroll down to Future contributions/Future pension payments. This shows the percentage of how your future contributions are allocated to your chosen investment option(s). Click edit to change. Select the percentage of your future contributions you wish to allocate to a particular option(s) ensuring the total equals 100%. Press submit. 

You will receive a receipt number to confirm your request has been submitted. Your request will also be listed in Your account activity, along with your receipt number. You will also receive a confirmation in your account activity when your switch has been completed.

Defined benefit members who have or have the option of having an accumulation account will be able to change their future contributions, regardless of whether they have an accumulation account balance.

 

Seeing investment performance.

For current performance, go to Investments on navigation ribbon from the navigation icon or go to the bottom of the Current Investments column (third column) and click on the My investment options at the bottom of the column. To see the current performance of a particular investment option, click on that option and then click Investment performance within the pop up. 

 

Using the new website - Insurance

Finding insurance cover.

Go to Insurance on dashboard (fourth column). If you have cover, this shows your current total benefit amount for Death; Total and Permanent Disablement, Income Protection cover. Click Assess my insurance at the bottom of the column. The Insurance page will open and details of any current insurance are provided in the table at the bottom of the screen.  

 

Changing cover.

To request cover, cancel or to increase or decrease cover, you need to complete the relevant form, which can be downloaded from the Equipsuper website.

Using the new website - other common features

Finding your concessional (before tax) contributions.

Click the navigation ribbon icon (three horizontal bars) at the top right of screen. Click Contribution caps icon (fourth from the bottom on the ribbon). This shows your total concessional contributions for this account for the current financial year.

Finding your non-concessional (after tax) contributions.

Non-concessional contributions can be seen on the Account activity page, where you can sort by contribution types. Go to Account Activity on navigation ribbon from the navigation icon or click on My account activity at the bottom of the Account Activity column (second column). 

 

Consolidating other super account balances into this account.

Click the navigation ribbon icon (three horizontal bars) at the top right of screen. Click the Consolidate icon (sixth icon from the top of the ribbon).
If we have your TFN number, click the Find my super button and we will search the Australian Taxation Office (ATO) database in real time.  You will get a message on the Consolidate page if we don’t hold your TFN, and you won’t be able to do a search. Provide your TFN through your Personal details page, then you will be able to do a search. The ATO search should take only a few minutes. Click the View your results link to view your results. 

Any super accounts, including your current Equipsuper account or money held by the ATO will be shown in the results section. You can select the account and the amount(s) you wish to roll into your current Equip account, by checking the box against each account, then click Go at the bottom of the page. You will receive a summary screen, if you want to proceed, click Submit on the summary screen. You can then select accounts and amounts you wish to consolidate.

If you know your other account details (from an old statement) you can click the Manual search button, which will allow you to search on your previous super fund. Select the correct fund from the list by clicking the Add button.  Your nominated other super will then be listed, insert the account number of your previous account and select the amount you wish to consolidate. Select the account and the amount to be consolidated and click Go at the bottom right of the page.

Updating Beneficiaries.

Click the navigation ribbon icon (three horizontal bars) at the top right of screen. Click the Beneficiaries icon (fifth from the top of the ribbon).
You can see any non-binding beneficiaries or binding nominations (or reversionary annuitant if you have a pension account) listed below, along with their relationship to you and the percentage of benefit allocated to them.

To update a preferred beneficiary click Edit, then click Add, insert the name, relationship to you, the amount of your benefit allocated to them and press Submit.

To update a binding nomination, you must complete a Binding death benefit nomination form, which you can download by clicking the form link located above the Beneficiaries table.  

If you have made a reversionary nomination, you cannot change this once it has been made and your pension has commenced.

 

Using the Retirement income simulator.

Click the navigation ribbon icon (three horizontal bars) at the top right of screen. Click the Tools icon (third from the bottom of the ribbon). Click Retirement income simulator under the first tool icon on the page to launch the tool.  Then follow the instructions. 

Note you can also use the sliders in the Account Balance page, accessible from the Account Balance column (on the left of the dashboard).
Click View account balance two thirds of the way down the column. This brings up the sliders. Change various settings and click Update to see how scenarios can change your retirement outcomes.

 

Withdrawals (for Pension members).

Click the navigation ribbon icon (three horizontal bars) at the top right of screen. Click the Withdrawals icon (second from the bottom on the ribbon). Click Edit to update your annual pension payment amount or frequency details. Once you have confirmed your changes are correct, click Submit. Your receipt number and this request will show in your Account activity list.

If you have an allocated pension, you can request a lump sum withdrawal. Click Request a one off payment, then enter the amount. Confirm your request and click Submit to proceed. 

Requesting a Centrelink schedule.

You can also access your Centrelink schedule from the Personal details page. Click Update your personal details, then be sure to tick box next to Find out more to Request a Centreline schedule and be sure to hit Submit to send your request. You’ll receive a receipt number for this request which will be shown on your account activity page.

Check your retirement income with the Equip calculator