Key points
- If you’ve only got time for a quick review, make sure you take a look at these key areas:
- See how your investment has performed in Your current balance.
- Your Transaction Summary shows what went into, and out of, your account in the period, including your total investment result.
- Your Insurance Summary (if applicable) shows your insured benefits as at 30 June 2025. More detail on your insurance (if applicable) is later in your statement.
- Check Your Details are up to date.
- Review How much you could have in retirement with Aware’s My Retirement Planner.
- We’re preparing your 2024/25 annual statement, with delivery starting from 11 September. It may take a few weeks to arrive by mail or online.
This account summary includes your balance for the last financial year and your 30 June 2025 balance for the past 3 years.
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This shows how much has come into, and left, your account over the 12 months to 30 June 2025 - investment returns, super contributions, withdrawals, and any deductions, such as fees.
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This is the contact information we have on file for you. It’s a good idea to check this is all correct and up to date. Sharing your mobile number adds extra security and means you can retrieve your Member Online password easily.
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A projection of how much super you’re likely to have when you’re ready to retire. This will be available to eligible members with an accumulation account, so check your statement.
You can also use the My Retirement Planner.
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If you haven’t made a choice, nominating a beneficiary takes less than 30 minutes and can save your people a lot of stress. You can let us know your choice using Member Online or by making a nomination.
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This shows how your super balance was invested in the 12 months to 30 June 2025.
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A record of changes made to your investment choices in the period.
If you have a financial adviser they may have changed your investments based on your discussions with them.
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The investment options to which future contributions will be allocated.
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The short to long term returns[P1] of your nominated investment options. Super is about the long-term, so it’s helpful to look at investment returns over three, five and ten years.
To view the returns for all investment options, go to the investment performance page.
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If you have insurance, this section shows your potential benefits if you need to make a claim, and the premium costs. This section is a new addition to this year’s statement.
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This lists transactions made on your account – money in and money out. Take a moment to check that everything is included. You can use your payslips to cross-check employer contributions. Some transactions may be grouped rather than shown individually.
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This covers fees deducted directly from your account (like admin and account-keeping fees), as well as the fees and costs relating to the purchase, sale and ongoing management of your investments.
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Most of your super will be preserved (available when you meet a condition of release).
You might also have a non-preserved amount (which can be accessed anytime). This section shares more information on conditions of release, as well as the tax-free and taxable components of your super balance.
Here you’ll find all our contact details, so you can give us a call if you want advice or a quick answer to a question.
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