Financial Adviser







Voted number one by financial advisers for the

fourth year in a row, view the full article here.

We provide the tools to enable you to deliver better outcomes for your clients, while streamlining processes and simplifying the demonstration of best interest duties.

Trial our research for two weeks Access the Managed Portfolios Guide

Investment Research

Access our unparalleled breadth and depth of qualitative research

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Investment Consulting

Learn how we can partner with you to create better investment outcomes

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Tailored Portfolios

Leverage our experience in portfolio construction and managed account structures to develop your own managed accounts solutions

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Managed Accounts

Outsource the core elements of portfolio construction to tap into the expertise and resources of a leading research house

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How we help financial advisers

Lonsec provides you with a full suite of investment product research, portfolio construction tools and managed portfolios, allowing you to optimise your clients’ investments and deliver high-quality, active investment solutions based on Lonsec’s best ideas.

1850+

Investment products reviewed and rated

400+

Meetings with fund managers every year

65+

Investment analysts in our research team

500

Combined years of industry experience

Latest news & insights

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Why Invest in Real Estate?

Real estate offers potential diversification away from traditional stocks and bonds, stable income, the possibility of capital appreciation and has historically offered inflation protection. The average Australian retiree is likely to have exposure…
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/ by Invesco

Exciting new Portfolio Construction features now available in iRate

Super Fund Research now available in Portfolio Construction & new portfolio reports Lonsec has released further major enhancements to the portfolio construction and quantitative analysis tools for iRate subscribers, with additional new…
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/ by Casey Brown

Super funds face a high bar in 2020

Super members have every reason to be optimistic about 2020, but when it comes to a repeat of 2019’s double-digit returns, it would be wise to temper expectations. According to estimates from leading research house SuperRatings, 2019 was…
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/ by Gordon Toy
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Super funds give consumers solace during tough 2019

Super funds are on track to finish 2019 with the strongest returns in years, defying fears of a market fade in the final quarter. While market conditions have been challenging, investors have not yet succumbed to the negative economic headlines,…
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/ by Kirby Rappell
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2019 ends with a ‘mini-cycle’

Markets continued their upward trajectory in November. When you look at the returns across key asset classes over the last 12 months most asset classes have generated double digit returns. Growth assets such as equities and listed real assets…
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/ by Lukasz de Pourbaix

Income generation - but not at the expense of capital loss

In our first paper: “Balancing the Needs, Challenges and Dilemmas of Retirement Investing”, we noted that Income generation isn’t as easy as it once was. The fact retirees require income needs no explanation. How should we think about…
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/ by Talaria
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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

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

What our clients say

Do it – I did recently and now wonder why I took so long to make the decision to take up the IRate Research Platform. Regular training sessions (webinars), telephone support and friendly staff that know their product.

Lindsay WilsonFinassure Pty Ltd

The Lonsec managed portfolios have provided efficient and transparent portfolios that enable our clients to clearly understand what investments they own. They enable us as advisers to provide informed and detailed discussion about known investments.

Peter HastieStinson Hastie & Co

We use Lonsec’s expertise in our Investment Committee to drive our SMA portfolios. Importantly, the Lonsec team are great to work with. We have found that our relationship with Lonsec is based on trust and a collaborative, team approach to doing business.

Dr John MorrisonValant Capital Partners

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

© 2020 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.