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The second edition of Advice Insights includes Damien Graham, Chief Investment Officer’s updates on what’s happening with the market. Daniel Hunt, an Investment Portfolio Manager answers seven burning questions on Managed Equities.

There’s an overview of positive legislative changes that may be relevant for you to discuss with your planner at your next appointment. Plus, we explore the great generation divide and provide some tips on managing tricky conversations with adult kids still living at home.

The outlook

Damien Graham, Aware Super’s Chief Investment Officer recaps what’s been happening in the market. While, Daniel Hunt, Aware Super’s Managed Equities Portfolio Manager, shares insights from our fund managers and what they anticipate for the year ahead.  

What's new

Sarah Forman, Group Executive, Advice shares her thoughts on the importance of seeking advice from experts when there are changes to super. Watch

Our Advice Strategy Expert, Iby Ibrahim, explains some of the legislation changes and who they apply to. Plus, what the proposed changes to tax rates on earnings for accounts over $3M really mean.

Inspiration and tips

Balancing family and finance

We explore the juggling act of managing finances and your retirement goals when adult kids still live at home

Expert advice is always here to help you

As an Aware Super client you have access to a range of dedicated support and services to help create your next chapter with confidence and guide you throughout your retirement.

Estate planning

Our estate planning specialists can help with your estate planning needs.

  • A will and powers of attorney 
  • Guardianship directives for medical and health decisions 
  • Making the right nominations for super  

Whether you’re looking at aged care for yourself, a parent or a loved one, our aged care specialists can guide you through the financial complexities.

Our insurance specialists can provide personalised advice to help you determine how much insurance cover you need and what types of policies are right for you.

If you would like to discuss these services with your financial planner, call 1800 620 305 to book your next review appointment.

Important information

This is general information only and does not take into account your specific objectives, financial situation or needs. Seek professional financial advice, consider your own circumstances and read our Financial Services Guide, any relevant product disclosure statement & Target Market Determination, before making a decision. Call us or visit our website for a copy. 

Issued by Aware Financial Services Australia Limited (ABN 86 003 742 756, AFSL No. 238430), wholly owned by Aware Super (ABN 53 226 460 365) whose trustee is Aware Super Pty Ltd (ABN 11 118 202 672, AFSL 293340). For customer service please call 1800 620 305.