Lonsec   ⟩   Consulting

Unlock value for your members

We help clients understand what drives their value, which areas offer the best growth potential and how financial product offerings can be optimised across different segments.

With superior analysis and advice, supported by a vast array of industry data, SuperRatings is well placed to help funds and employers navigate the complexities of our industry. SuperRatings is regularly sought out for market insights, regulatory change and tender management by funds, employers and the media.

Reach your strategic goals

Identify your growth opportunities

Know where your fund sits in the market

Empowering our customers

SuperRatings’ superior analysis and advice, supported by a vast collection of industry and fund data, means they are perfectly placed to help us to reach their strategic goals and deliver maximum value for our members.

- Client testimonial

Superior industry experience

We provide an extensive range of services to industry funds, retail master trusts, corporates and public sector funds, regulatory bodies and employer groups.

With our team of highly experienced consultants, we provide targeted, actionable advice backed by the best industry research and intelligence available.

Consulting services

Tender Management & Regulatory Compliance

  • Vendor appraisals and tender management
  • Management of administration, insurance, trustee and custody arrangements
  • Regulatory change and review
  • Advice on compliance related matters and best practice

Insurance Benchmarking

  • Full assessment of the product design relative to market innovation
  • Utilisation of SuperRatings’ close relationships with insurers to facilitate tender process
  • Management of end-to-end selection of insurance providers
  • Review of insurance management frameworks and transition

Product Reviews

  • Full review of financial product offerings and lifecycle approaches
  • Evaluation of default superannuation fund arrangements
  • Benchmarking of fund offerings against key competitors and best practice
  • Optimisation of financial product and service offerings

Strategic Advice

  • Market analytics and fund benchmarking
  • Full business case support for investment and business proposals
  • Identification of merger opportunities across the wealth management industry
  • Merged fund analytics, platform assessment and provider due diligence

Mergers & Acquisitions

  • Analysis of key cashflow and growth metrics under merged conditions
  • Benchmarking and assessment of each fund’s ‘net benefit to member’
  • Analysis of operating costs, including per member costs and business sustainability
  • Review of each fund’s investments, fees, insurance, member servicing and governance

Fund Modelling

  • Projections of net benefit outcomes, CPI objectives, fees and insurance
  • Modelling across member segments, incorporating different variables
  • Optimisation of investment strategies to assist in targeting specific member segments
  • Achieving a fully funded vested benefit index
Learn more about consulting