Skip to main content

Welcome to Aware Insights.

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

The first quarter of the 2023/24 financial year has flown by, with a large list of legislative changes that are now live. Our advice strategy expert, Iby Ibrahim, explains the ins-and-outs of these changes.

We’re making some important changes to your product this November, so you’ll find key dates, reminders and actions you may need to take to help ensure a smooth transition.  

An article on navigating Estate Planning Guardianship includes information on maintaining control of decisions about your money. Plus, five key drivers to obtaining good health and wealth are shared from The McKinsey Health Institute.

 

Enjoy this edition.

Market outlook

Our investment experts recap what’s been happening in the market over the first quarter of the 2023/24 financial year, how that builds on the 2023 financial year, and what’s expected on the run to Christmas.

What's new

The first quarter of the 2023/24 financial year has flown by, with a large list of legislative changes that are now live. Our advice strategy expert, Iby Ibrahim, explains the ins-and-outs of these changes, and how they apply to retirees. 

Navigating Estate Planning: Guardianship 

Looking to the future and planning ahead is the best way to achieve peace of mind, and when it comes to Guardianship, our Estate Planning Advice service can help.

Finding Your Retirement Purpose

Sharing the key learnings from The McKinsey Health Institute, we breakdown the five key drivers to obtaining good health and wealth in your golden years. 

Transitioning to your Aware Super product

As our StatePlus members transfer to their new Aware Super product, make sure you’re across the key changes ahead of the switch on 2 November, 2023.

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 1300 192 602 to book you next appointment.

Important information

Personal advice requires the provider to act in the client’s best interests and take into account 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 our 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. Contact us to make an appointment to see one of our representatives. Before making a decision about Aware Super you should read our product disclosure statement and Target Market Determination (TMD) available at aware.com.au/pds or call us and we’ll send you a copy. Issued by Aware Super Pty Ltd ABN 11 118 202 672, AFSL 293340, the trustee of Aware Super ABN 53 226 460 365. Financial planning services are provided by our wholly owned financial planning business Aware Financial Services Australia Limited, ABN 86 003 742 756, AFSL No. 238430. You should read their Financial Services Guide before making a decision.