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Aware Super

As one of Australia's largest profit-for-member superannuation funds, Aware Super always remembers whose money it is and whose future they're looking after. Their 1.1m+ members. These are the people who inspire what they do and how they do it, every day.

For them, that means being super helpful in ways members want, and sometimes in ways they don't expect.

It starts with super returns. Backed by a team of investment specialists, the fund applies their expertise to grow members' savings into their best retirement, so they can look forward to life after work.

But the fund is also working to make lives a little easier right now. With super helpful advice to guide and empower members from day one to one day - so members can get more from their super. And more from their future.

As a fund with over $161b under management, they know the impact they can make for their members, and for the communities in which they live, work and retire - that's a responsibility they don't take lightly, not ever.

With super advice and super returns, Aware Super is super helpful.

Quality Assessment Status
fund-value

Product Size:

$35.51 Billion

Fund Size:

$166.35 Billion
  • Profit-for-member fund operated solely for the benefit of members.
  • The Conservative Balanced default option (for members who don't make an investment choice), balances the need for strong long-term returns while helping guard against large market falls.
  • We have a track record of delivering strong long-term returns to help our members achieve their best possible retirement outcomes.
  • Lower risk retirement options offered, these have a greater focus on investments that are more stable, and can perform well in falling markets.
  • Manage your account on the go from our Member Online portal or our award-winning app. You can access your account, check your balance, update personal details or beneficiaries, change investment options and more.
  • Choose your regular pension payment amount and frequency to suit you (subject to Government limits).
  • Ease into retirement with a Retirement Transition account, providing an income from super while you continue working.
  • Easy to use digital retirement calculator, where you receive your personalised retirement score, along with a step by step action plan.
  • Expert help and advice when you want it. We offer members general advice at no extra cost, and comprehensive, wholistic financial planning on a fee-for-service basis.
  • Learn anytime, anywhere. We run regular face-to-face and online seminars on superannuation, investments and retirement.
Investment Performance1Growth Asset
Weighting
1 year (p.a.)3 years (p.a.)5 years (p.a.)7 years (p.a.)10 years (p.a.)
Balanced69.2%12.87%6.88%7.59%8.14%7.95%
Conservative0.0%7.11%4.46%4.72%5.28%5.73%
Conservative Balanced49.3%8.95%5.94%6.02%6.61%6.64%
Conservative Balanced Socially Conscious0.0%10.80%6.69%7.24%7.33%7.51%
Defensive19.5%6.40%3.29%3.29%3.95%4.37%
High Growth84.4%14.52%8.20%9.03%9.58%9.22%
Performance - as at 29 February 2024
1 Please note that all figures reflect net investment performance, i.e. net of investment management fees and net of the maximum applicable ongoing management fees and membership fees.
  • Financial Advice - Limited
    • Financial Advice - Full Financial Planning
      • Member Services
        • Call Centre
        • Website
        • Mobile Website or App
        • Social Media Presence
        • Newsletters for Members
        • Education Seminars
        • Online Account Access
        • Online Membership Application
      • Investment Flexibility
        • Investment Choice
        • Multi-Manager Investment Choice(s)
        • Age-Based Investment Choice
        • Choice of Asset Allocation
        • Ethical / SRI Investment Choice(s)
        • Online Investment Switching
        • Monthly or Quarterly Investment Reports
      • Financial Advice
        • Financial Advice - Limited
        • Financial Advice - Full Financial Planning
      • Account Flexibility
        • Can Join Without Employer
        • Retirement Products
        • Transition to Retirement Facility
        • Binding Death Benefit Nominations
      Fees
      Entry fee Nil
      Contribution fee Nil
      Exit fee Nil
      Administration fee $52 per year plus 0.23% pa of account balance, capped at $1,500 per year.
      Buy-sell spread Nil
      Switching fee Nil
      Advice fee Nil
      Other 0.01%. Administration costs paid from reserves that are not otherwise charged as administration fees. These costs are not directly charged to your account.
      Fee discounts Nil
      Service Providers
      Administrator Aware Super
      Asset Consultants Willis Towers Watson
      Lawyers Various firms
      Custodian State Street Australia Limited
      Insurer TAL Life Limited

      Contact Details

      Member Telephone

      1300 650 873

      Member Fax

      9238 2599

      Address

      Level 22, 388 George Street, Sydney NSW 2000 Australia

      Member Email

      [email protected]

      Website

      https://aware.com.au

      Awards Achieved

      2024

      Best Moderate Pension Product

      Best Moderate Pension Product

      Ultra Long-Term Performance

      Ultra Long-Term Performance

      Best-Value Super Fund for Young People

      Best-Value Super Fund for Young People

      Best MySuper Lifecycle Product

      Best MySuper Lifecycle Product

      Best Super Fund

      Best Super Fund

      Best Innovation - Investment Leader

      Best Innovation - Investment Leader

      Disclaimer

      Investment returns are calculated after allowing for tax on investment income and investment management expenses, but before the deduction of administration fees.

      * From 1 October 2020 all options will also be excluding direct investments in companies deriving 10% or more of their revenues directly from mining thermal or energy coal and companies deriving revenue from the manufacture and/or production of controversial weapons including chemical weapons, cluster munitions, land mines and depleted uranium. Due to liquidity constraints, it may take time to divest unlisted thermal coal mining assets and there may be a small residual exposure. Such assets will be sold at fair value as soon as reasonably practicable, but no later than 30 June 2023.