Aware Super

Aware Super - Retirement Income Stream Growth

Awards

Winner of SuperRatings Platinum 2021 Pension, 10 Yr Platinum Performance 2011-2021, Pension of the Year Finalist 2021, Momentum Award 2021, Smooth Ride Finalist 2021, Infinity Recognised 2021

Past 5-year return
9.94

% p.a

Admin fee

$52

Calc fees on 50k

$587

SuperRatings awards
SuperRatings Platinum 2021 Pension10 Yr Platinum Performance 2011-2021Pension of the Year Finalist 2021Momentum Award 2021Smooth Ride Finalist 2021Infinity Recognised 2021
Past 5-year return
9.94

% p.a

Admin fee

$52

Calc fees on 50k

$587

SuperRatings awards
SuperRatings Platinum 2021 Pension10 Yr Platinum Performance 2011-2021Pension of the Year Finalist 2021Momentum Award 2021Smooth Ride Finalist 2021Infinity Recognised 2021

Quick pension fund review

For Aware Super - Retirement Income Stream

These are the benefts of this pension fund.

  • Excellent value for money with outstanding investment performance
  • The largest member-owned financial planning network in Australia
  • Regular, targeted communication from fund via newsletters, seminars and online learning

Aware Super is an industry fund that has been the fund for people who value community as well as personal gain since 1992. In July 2020, Aware Super merged with VicSuper and together they are one of Australia’s largest super funds, managing more than $120 billion in savings for more than 1 million members. The fund was the winner of the 2021 Momentum award and was also nominated as a finalist of the 2021 Pension of the Year and the 2021 Smooth Ride awards. The Retirement Income Stream commenced in 2006, with a minimum initial investment of $20,000 required to commence membership. Members have access to an investment menu comprising 5 Diversified and 7 Single sector options, including 2 Socially Responsible options. The Growth option outperformed the relevant SuperRatings Index over each time period assessed to 30 June 2020. Fees are lower than the industry average across all assessed account balances. The fund does not charge an investment switching fee or a buy-sell spread. Aware Super Retirement Income Stream offers a good level of flexibility to members, with members having the ability to receive payments fortnightly through to annually. Members with more than one investment option can nominate the order in which payments are to be drawn or have payments drawn from each investment option in proportion to the balance in each option. Beneficiary options are comprehensive, including both binding and non-binding nominations, as well as reversionary pensions. Additional benefits available include access to expert financial advice services, high quality educational programs, interactive tools and calculators, including Explorer, as well as the ability to view account details and perform transactions online.

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Pension fund overview

For Aware Super - Retirement Income Stream

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    Fund fees vs. Industry average
    THIS FUND
    INDUSTRY AVERAGE
    Fund past-5-year return vs. Industry average
    THIS FUND
    INDUSTRY AVERAGE
    Investment allocation
    INTERNATIONAL SHARES
    AUSTRALIAN SHARES
    PROPERTY
    ALTERNATIVES
    FIXED INTEREST
    CASH
    OTHER
    Investment option performance
    BALANCED
    HIGH GROWTH
    CONSERVATIVE BALANCE
    DIVERSIFIED FIXED INTEREST
    AUSTRALIAN SHARES
    INTERNATIONAL SHARES
    CAPITAL STABLE
    PROPERTY
    CASH
    + View additional option performance information