Experts in investment research, consulting and managed accounts

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Financial Adviser

Independent financial advisers, dealer groups and advice licensees

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Fund Manager

Fund managers with new or existing products for the Australian market

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Super Fund

Retail, not-for-profit and corporate superannuation funds

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DIY Investor

Self-directed investors
and SMSF trustees

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Who we are

Lonsec plays a fundamental role in building the investment capabilities of financial advisers, fund managers, superannuation funds and individuals. Our business encompasses managed investments, listed securities and superannuation research, awards and ratings, portfolio consulting, managed accounts and data and analytics. The Lonsec group is positioned at the nexus of Australia’s financial advice and investment industry, enabling us to provide practical, actionable insights that add real value to our investment and advice solutions.

Latest news & insights

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APRA heatmaps should be put on ice

The question no-one wants to ask is – Why are APRA collecting, interpreting and then publishing information in the public domain? The answer is simple – They shouldn’t be! Instead of regulating, APRA are now trying to play the shame…
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/ by Jeff Bresnahan
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Asset definition inconsistency a blight for advisers

Veronica Klaus Head of Lonsec Investment Consulting spoke on a panel at the Professional Planner Researcher Forum in Sydney last week. Veronica discussed the inconsistency and confusion around asset class definitions, which is one of the…
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/ by Veronica Klaus
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One conversation can win or lose an advice client

Financial advisers are operating within a paradox. On the one hand, the industry is still reeling from the blow of the Royal Commission and the high levels of mistrust within the community towards the financial services sector. On the other…
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/ by Gordon Toy
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Lonsec expands leadership team to support growth in research and managed accounts

Lonsec has announced key changes to its research team to support the growing demand for high-quality investment research and managed account solutions. Topping the announcement is the appointment of Lorraine Robinson as the new Executive…
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/ by Rob Hardy
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Private markets are opening up for retail investors, but it’s not an even playing field

Private markets have long been the domain of institutional investors. With benefits such as higher return potential, lower volatility, lower correlation to traditional listed assets, and enhanced diversification, it’s not hard to see why they…
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/ by Deanne Baker
Super funds rebuild momentum in December quarter
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Super funds rebuild momentum in December quarter

Super funds are off to a positive start in the December quarter, regaining momentum following a rocky September and paving the way for double-digit returns for the 2019 calendar year. While markets have come under pressure in recent months,…
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/ by Kirby Rappell

Lonsec number one among advisers for fourth year running

Lonsec has again been voted Research House of the Year according to an annual survey of financial advisers and fund managers conducted by and reported in Money Management magazine. Lonsec this year was considered highly regarded among advisers…
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/ by Gordon Toy

Lonsec 2020 Award Winners Confirmed!

Congratulations to all of the award winners and finalists for this year's SuperRatings and Lonsec Fund of the Year Awards Dinner. A full list of the awards is available below. Lonsec Disruptor Award Drawn from the Lonsec rated universe, products…
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/ by Libby Newman

SuperRatings 2020 Award Winners Confirmed!

Congratulations to all of the award winners and finalists for this year's SuperRatings and Lonsec Fund of the Year Awards Dinner. A full list of the awards is available below. SuperRatings Fund of the Year Award   Winner Sunsuper SuperRatings…
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/ by Kirby Rappell
1994

Year Established

2

Corporate Offices

130+

Employees

20+

Nationalities

Events

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Lonsec Symposium 2020

Make sure you keep Tuesday, 5 May 2020 free in your diary for the Lonsec Symposium. It will be held at the International Convention Centre in Sydney. The Lonsec Symposium 2020 will feature leading speakers offering real insights and actionable…
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/ by Lonsec
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Irate Training Webinar

Lonsec Irate Training Schedule Did you know Lonsec offers a weekly training webinar to help you get most out of your iRate Subscription?  This rolling weekly webinar program includes sessions which provide an overview of iRate, Lonsec's…
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/ by Lonsec



Link to: Contact

Contact us

Our team is available to discuss how we can partner with you to empower your investment decisions.

Lonsec Sydney
Level 21, 200 George Street, Sydney NSW 2000

Lonsec Melbourne
Level 7, 90 Collins Street, Melbourne VIC 3000

Phone: 1300 826 395 | Email: info@lonsec.com.au

Important Documents

© 2019 Lonsec Group All Rights Reserved

Important information: Any express or implied rating or advice is limited to general advice, it doesn’t consider any personal needs, goals or objectives.  Before making any decision about financial products, consider whether it is personally appropriate for you in light of your personal circumstances. Obtain and consider the Product Disclosure Statement for each financial product and seek professional personal advice before making any decisions regarding a financial product.