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...because we believe

every story has a beginning, a middle, and a future yet

to be written.

Once upon a time...

it was believed that customer loyalty was built on punchy

advertising, a nice logo and a catchy slogan.

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But people want more than that.No matter how we look on the outside, at our core, HESTA is about storytelling. Telling the stories of who we are, what we do, where we’ve come from, what we believe in and why it matters. Telling the stories of where we’re going.Our story isn’t just about passing on a message. It’s about passing on meaning and inspiring change.

And we’re not just telling

our story, we’re telling

our members’ stories too…

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...because their stories

are our inspiration.

“ When we have the courage to walk into our story and own it, we get to write the ending.” – Brene Brown

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We have a great story to tell.

Our story begins in 1987 as the industry super fund for health and community

services. We’ve grown to become Australia’s only national super fund solely

dedicated to the sector.

But we’re much more than a super fund.

We’re thinkers, doers and leaders and we aim to make a positive impact

for generations to come.

introduction

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* Superratings 2018. See hesta.com.au/netbenefit for more details.fu

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Changing futures needs long-term thinking, which is why we’re a patient, long-term investor.

Changing futures means we have to achieve the best possible performance.

Over the past 15 years, our members have ended up with significantly more money in their super accounts compared to average retail super fund members.*

We’ve done this by keeping fees low and achieving better returns – providing great value to our members.

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To change outcomes you need to lead, not follow.

We live in a world with 24/7 access, and super should be no different. That’s why we are

constantly evolving our technology to provide our members with the type of service and

tools they expect from leading brands.

But technology isn’t everything. Behind it stands a team fiercely determined to give HESTA

members the best possible retirement outcomes.

From investment management and execution to communications and education, our

growing and evolving team comes to work each day with passion and the willingness to

do even better than the day before.

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We’re a committed leader of responsible investment in Australia, having received national

and international recognition for pioneering best practice and innovation.

Represented the voice of super and pension funds around world,

addressing the UN Climate Summit.

As one of Australia’s largest investors, we use our influence to make positive

change across the companies we invest in.

Among the first super funds to sign on to the UN-backed Principles

for Responsible Investment (PRI).

First super fund to introduce a responsible investment option

with Eco Pool in 2000.

One of the first major Australian super funds to implement a

portfolio-wide tobacco exclusion.

We have a proud history of supporting health and community services through partnerships

within the sector. In 2007 we launched our very own national awards program.

Recognising everyday

excellence

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We acknowledge Aboriginal and Torres Strait Islander peoples as the Traditional Custodians

of all Lands on which we come together.

We were the first industry super fund to develop a Reconciliation Action Plan,

setting out the steps HESTA has and will take to demonstrate our strong commitment to

reconciliation with Aboriginal and Torres Strait Islander peoples and organisations.

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It‘s in our DNA to serve our members with passion and purpose...

and we’re beginning a new chapter in

our proud history, with an open book

full of blank pages...

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...so we can write a new narrative as

we go, penning better outcomes for our members

today as well as tomorrow.

“You have brains in your head. You have feet in your shoes.

You can steer yourself any direction you choose.” – Dr Seuss

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our purpose

Great authors don’t write every day simply to share stories, but to challenge perceptions

and enrich lives. Our greatest stories are treasured because they changed our point

of view. They allow us to see anew.

At HESTA, we don’t come to work every day to simply serve and support our members,

but to actively pen a more positive narrative of what’s possible - as lives well lived are the

greatest stories of all.

That’s why we lead with a clear and concise purpose.

chapter one

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Taking a positive, long-term view, focused on making changes today for generations to come.

Creating meaningful change in the wider spheres of life where members may also need guidance and support.

Actively backing women and encouraging others to stand as an advocate beside us to challenge the imbalances women face.

To make a real difference to the financial future of every member.

our purpose:

we do this every day by:

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our values

All authors have a point of view.

Their stories are often more than just an exploration of fictional worlds –

they’re also written to share a writer’s values and perspectives.

At HESTA, our values aren’t just lofty ideals. They set our agenda

and drive our actions.

chapter two

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leadershipWe lead by example and have the courage to try new things. We are driven by a common purpose and are committed to making it happen.

respectWe embrace difference and celebrate diversity because it matters. We treat our members, each other and our partners with respect, always.

partnershipsWe work together with like-minded partners to benefit members. We use our influence to ensure members’ voices are heard.

ownershipWe empower each other to take ownership. That means we plan ahead, get things done and make changes today for a better tomorrow.

passionOur members’ work inspires and motivates us every day. We strive to be the very best at what we do, because their futures depend on it.

At HESTA our values are...

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our style

Every writer has a unique style.

Hemingway’s style was simple, direct and modest.

Fitzgerald’s style was complex and flamboyant.

Here at HESTA we’ve got one too, and it’s expressed through a unique style and personality.

chapter three

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We genuinely care and put our heart into everything we do, inside and out.

empathetic relatable

We are realistic about what our challenge is and are a real and grounded voice for our members.

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We have pride in what we have achieved and always dare to explore new possibilities and opportunities.

courageous

We have a personal responsibility to bring about meaningful change and take on challenges with a positive outlook.

impactful

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our promise

Every book has a blurb that promotes itself to its intended readers. A well

penned blurb will help a book stand out from others on the shelf.

At HESTA, we have written our own blurb – our unique and meaningful

promise. It’s a story that sets us apart from our competitors.

chapter four

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Gutsy advocates because we’re brave enough to address challenges head on.

Driving meaningful change because we focus on actions and purpose, not just words.

For generations because we take the long-term view to make a positive difference.

The gutsy advocate driving meaningful change for generations to come.

we promise to be:

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We understand and support health and community services.

There are hundreds of funds across Australia that offer super products and services.

So, why HESTA? We stand out from other funds because...

What we stand for

We invest members’ money in a socially and environmentally responsible way.

We publicly stand up for women and financial equality.

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our idea

Every book has a big idea that lies at the heart of its story.

Austen wasn’t simply writing a love story, but critiquing the morality of the landed

gentry in Pride and Prejudice.

And Steinbeck’s Of Mice and Men is about more than just disillusionment in

‘the American Dream’ – rather a discovery of the true nature of human existence.

At HESTA we know that life is full of stories, but we’re not happy with how all unfold.

That’s why we are committed to…

chapter five

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rewriting the story

Rewriting the story is about...

Committing to leading more positive outcomes

A willingness to making a stand, boldly and passionately

Being a genuine champion for health and community services

Challenging the status quo

Always aiming for better

Instilling confidence in our members about their future

Being gutsy and brave in our decision making

Always taking the long-term view

Building a legacy for multi-generational change

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our story

The retirement story for our members can end with a shortfall.

Superannuation is a story of fear, confusion, complexity and inertia.

The story of health and community services is one of a calling to support, empower and serve, but one that is vastly undervalued.

And, today an Australian woman’s story is still one plagued with imbalances and inequalities.

So we’re not just going to forge a good life for our members today. We’re going to create a better life for them tomorrow.

We’re not just going to make a difference. We’re going to lead and lay the foundations of an enduring legacy.

Because like every great writer, we don’t just look at the way things are, we imagine the way things could be.

At HESTA we’re passionate about ensuring all our members have happier, more fulfilling stories - ones they’re more confident to live, share and tell.

So we’re going to draft, edit and act, until each of life’s milestones become chapters we can all look forward to.

We’re committed to rewriting the story.

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