Specialised superannuation fund research

Along with our research covering individual investment options, we also provide specialised research and in-depth product comparison tools at the fund level, covering a wealth of qualitative and quantitative factors that determine a fund’s suitability based on your client’s needs. Our tools, accessible through our iRate® platform, allow you to compare funds across a range of factors, compare their underlying asset allocation, and generate easy-to-use to reports that can be used in your client conversations.

Access Super Fund Research on iRate

Demystify your client’s super

Produced by SuperRatings®, Lonsec’s specialist superannuation product research team, iRate delivers research based on the most extensive benchmarking survey conducted in the Australian market.

Compare funds across 300 different characteristics

Efficiently compare over 450 superannuation products across 300 characteristics covering Investment, Fees, Insurance, Member Servicing, Administration and Governance, that are used to determine a fund’s overall rating.

Analyse and compare funds based on their underlying asset allocation

Go beyond the ‘growth’ and ‘balanced’ labels to view and compare firsthand the asset allocation decisions of individual super funds, allowing you to better match funds to your clients’ needs.

Support your best interest duty

Get relevant and useful information to aid your understanding of individual superannuation products, support your personal advice recommendations, and demonstrate how your are meeting your client’s best interests.

Have deeper conversations with your clients

Generate intuitive, user-friendly reports to facilitate more insightful conversations, deepen your client’s understanding of superannuation products, and clearly demonstrate the value of your financial advice.

Trial our research

Our award-winning investment product research and portfolio construction tools are available via our iRate® platform.

Get started with your free trial today.

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Superannuation product assessment and coverage

Governance

Fees & insurance

Investment

Administration

Member servicing

113

MySuper Products

327

Member Choice products

182

Pension products

Efficiently compare superannuation funds

With the Super Fund Comparison tool you can create simple yet powerful side-by-side comparison of funds based on key product information and data. Efficiently compare information on superannuation products by your client’s age, gender, occupation category, account balance, salary and insurance cover. Detailed and visual reports help you have more insightful conversations with your clients about how your investment recommendations are in their best interest.

Contact us

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

Lonsec Sydney
Level 39, 25 Martin Place, Sydney NSW 2000

Lonsec Melbourne
Level 33, 120 Collins Street, Melbourne VIC 3000

Lonsec Adelaide
Suite 3, Level 2, 12 Pirie Street, Adelaide SA 5000

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

Important Documents

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.

Super fund research