Skip to main content

Welcome to the third edition of Advice Insights.

As we head into a new financial year new opportunities can arise to grow your super and live your best retirement. This latest edition gives you an update on some legislation changes effective from 1 July related to super and property taxes in NSW and Victoria.

Our investment team have shared their insights into what’s going on in markets and implications for investment returns and what might be ahead.

Retaining control of your finances and preparing your estate are important. Michelle shares her experience as an Aware estate planning lawyer, and how you can maintain control of decisions about your money.

Enjoy this edition.

What's new

With a new financial year underway, a raft of previously announced legislative changes are now in place. Our Advice Strategy Expert, Iby Ibrahim, explains the ins-and-outs of new legislation.

Market outlook

Damian Graham, our Chief Investment Officer, recaps what’s been happening in the market over the past year, the outlook for the coming quarter and – most importantly – what it means for your investments.

One important decision when planning your estate

A power of attorney can make sure you have control over who will manage your financial affairs when you can no longer make these decisions. Estate Planning Lawyer, Michelle Dixon explores important things to consider and how to get started.

Health and wealth tips from our financial planners

Our financial planners – Andrew, Michael, Belinda and Troy – share their best tips on looking after your health and your wealth.

What would you like to hear about?

We're keen to know what you want to be reading and watching in Advice Insights.

Book your next appointment

Your financial planner can answer any questions or discuss topics or insights in this newsletter at your next review. Book a call back or call us on 1800 620 305 to book you next appointment.

Disclaimer

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. Financial planning services are provided by Aware Financial Services Australia Limited, ABN 86 003 742 756, AFSL No. 238430. Estate planning services are provided by Aware Super Legal Pty Ltd (ACN 606 835 170), an Incorporated Legal Practice.