Welcome to the fifth edition of Advice Insights.
In this edition:
Chief Investment Officer Damian Graham provides a recap on the first half of the 2023/24 financial year, and what’s expected for the next six months to 1 July.
Iby Ibrahim delivers a financial checklist for you to get started on the right foot in 2024, plus his review of the most important legislative highlights from 2023.
Read about tips on wellbeing and lifestyle aimed at living a longer and healthier life. Here’s what you can do to maintain your physical health and continue an active lifestyle.
Disclaimer
Personal advice requires the provider to act in the client’s best interests and consider the client’s circumstances. These rules do not apply to general advice. This communication contains general advice only and no personal advice. We have not taken into consideration any of your objectives, financial situation or needs or any information we hold about you when providing this general advice. Further, this communication does not contain, and should not be read as containing, any recommendations to you in relation to your product. Before taking any action, you should consider whether the general advice contained in this communication is appropriate to you having regard to your circumstances and needs and seek appropriate professional advice if you think you need it.
You should also read our Product Disclosure Statement (PDS) and Target Market Determination (TMD) before making a decision about the Aware Investment Funds. Issued by Aware Australian Financial Services Limited ABN 53 226 460 365. Issued by Aware Financial Services Australia Limited ABN 86 003 742 756, AFSL No. The trustee of Aware Super is Aware Super Pty Ltd ABN 11 118 202 672, AFSL 293340. Aware Super financial planning services are provided by Aware Financial Services Australia Limited, ABN 86 003 742 756, AFSL No. 238430, wholly owned by Aware Super. Past Performance is not an indicator of future performance.
