State Plus was established more than 20 years ago by the SAS Trustee Corporation (STC) to provide professional financial planning advice to current and former public sector employees and their families. The organisation manages more than $13 billion in retirement and superannuation funds.
Their team of highly skilled professional financial planners will help you:
- Understand your scheme choices
- Maximise your benefits and save tax
- Discover why now could be the right time to retire
- Plan and implement a transition to retirement strategy.
As a current or former NSW, WA or Australian Public Sector employee, you and your family have access to a range of services: from over the phone advice through to one-on-one meetings with a financial planner who will consider your entire financial circumstances. You can meet with a professional financial planner without cost or obligation. At State Plus, product and advice fees apply only when you decide to invest and partner with State Plus on an ongoing basis.
Today, State Plus are one of Australia’s leading financial planning companies with over 59,000 clients and more than $15 billion in funds under management.
State Plus are a wholly owned subsidiary of SAS Trustee Corporation, a state-owned organisation which invests, supports and administers defined benefit superannuation schemes on behalf of the NSW government and associated employers.
As a for-profit organisation, State Plus are committed to providing high quality services to members at affordable prices, and achieving the right balance between member and shareholder obligations.
At the end of each financial year, the Board of State Plus examines the financial performance of the organisation in the previous year and, in accordance with rigorous standards, makes decisions about what proportion of profits are re-invested into the company, and which are paid to the shareholder. State Plus are currently investing significantly back into the organisation, in addition to existing programs, to continue to improve the services and products offered to clients.