Other Aware funds

We are pleased to offer the below funds to help build the right portfolios for you to manage your super and reach your retirement goals.

Aware Investment Funds

Diversify your investments outside of the super environment.
Designed to allow you to develop your own financial strategy and investment portfolio in conjunction with your financial planner.

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Investment Fund A

Investment Fund A was designed to help you develop your own financial strategy and investment portfolio, regardless of your age.

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Investment Fund B

Investment Fund B was developed to provide strategic investment flexibility. Create an investment portfolio and achieve your financial and lifestyle goals.

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Aware Super: Other Super and Pension

These Super and Pension funds were previously part of StatePlus in the StatePlus Retirement Fund. Read more about each fund below.

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Flexible Income Plan

Open to new members

The Flexible Income Plan was developed to enable you to manage your money in retirement and receive regular pension payments in a tax efficient manner. You can change the amount and frequency of your pension payments, subject to applicable government regulations, in order to suit your personal requirements.

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Tailored Super Plan

Open to new members

The Tailored Super provides a range of superannuation investment options based on your personal circumstances to help achieve your retirement lifestyle goals.

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Transition to Retirement Pension

Open to new members

The Transition to Retirement Pension allows you to manage your money in retirement and receive regular pension payments.

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Aware Super: Not open to new members

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Allocated Pension

Closed to new members

The Allocated Pension has been developed to enable you to manage your income stream in retirement by determining the frequency and amount of pension payments (subject to Government Regulations) that best suits your personal needs.

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Personal Retirement Plan

Closed to new members

The Personal Retirement Plan provides a range of superannuation investment options based on your personal circumstances to help achieve your retirement lifestyle goals.

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Closed to new members

The Pension Plan closed to new members on 19 September 2004.

Contact Aware Super

Everyone has different needs and goals when it comes to super and retirement. Whatever your stage of life, we’re ready to support you to get where you want to go.

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1. Financial planning services are provided by our financial planning business, Aware Financial Services Australia Limited, ABN 86 003 742 756 AFSL No. 238430 ↩