Performance Test iQ Tool

Discover the SuperRatings Performance Test iQ Tool, which enables you to see your estimated margin of comfort against the Performance Test and provides a holistic view of the market, with quarterly reporting available.

Australia’s longest established superannuation research, ratings and consulting company

Research

Utilise the superannuation industry’s most complete set of data, with in-depth research, analysis and tools that allow you benchmark your fund’s offering, compare option asset allocations, and identify opportunities to enhance your fund’s value for members.

Ratings

We undertake rigorous analysis on over 400+ superannuation products, covering more than $1.7 trillion in superannuation savings. Our ratings reflect the ability of funds to deliver value for money to members encompassing investment performance, fees and members services.

Consulting

Actionable advice backed by leading industry research and intelligence available to assist organisations meet their strategic goals and identify growth opportunities.

How we help super funds

We are the superannuation experts specialising in research, ratings and consulting, providing the superannuation industry with the tools and intelligence required to build value for their members and reach their strategic goals.

Our mission is to close the information divide between super funds and their members, and create a stronger super industry that benefits all Australians.

450+

superannuation products

$2.100,000,000,000

in assets

21,750,000

member accounts

News & Insights

,

Media release: Market maintains momentum into 2024

Following an end of year rally in December, super funds have made a good start to 2024 with leading superannuation research house SuperRatings estimating the median balanced option generated a return of 1.1% in January. The trajectory of inflation…
/ by Kirby Rappell

Media Release: Super funds sail through the storm in 2023

Despite returns swinging between positive and negative throughout the year, super funds delivered strong returns for members over 2023, boosted by a share rally in the final quarter of the calendar year. The median Balanced option reported a…
/ by Joshua Lowen
,

Media release: Super fund returns bounce back in November

Expectations of peak inflation drove positive returns across most sectors of the market in November, leading to a bounce in returns following the subdued earnings reported between August and October. Leading research house SuperRatings estimates…
/ by Kirby Rappell
,

Media release: October sees further super return volatility

Leading research house SuperRatings estimates October will see super funds post negative investment performance for the third consecutive month, with the median balanced option expected to post a return of -1.6% for the month of October. “We…
/ by Kirby Rappell
,

Media release: Super returns continue bumpy ride in September

Funds are estimated to post negative returns for the second month in a row in September, with leading research house SuperRatings estimating the median balanced option will return -1.8% for the month, as investors adjust to the increased likelihood…
/ by Kirby Rappell
,

Super Fund of the Year Finalists Announcement

SuperRatings is pleased to announce the Super Fund of the Year Awards finalists. This year’s event reflects our commitment to evolve with the industry as we have joined with Super Review and Momentum Media as the exclusive Research Partner…
/ by Kirby Rappell
,

Media release: Super funds feel modest headwinds during August

After a positive start to the new financial year, super fund returns faced modest headwinds in August with the median balanced option delivering an estimated return of -0.1% according to leading superannuation research house SuperRatings. The…
/ by Kirby Rappell
,

Super Fund Update

We recently held our annual updates for Super Funds where we discussed the super landscape over the past year and the focus for SuperRatings this financial year. Watch a summary from Kirby Rappell, Executive Director of SuperRatings. Disclaimer:…
/ by Kirby Rappell

Media release: Super fund returns maintain momentum in July

The median balanced option delivered a return of 1.5% in July according to estimates from leading superannuation research house SuperRatings, with funds continuing to build on the momentum in markets seen over the final quarter of FY23. The…
/ by Kirby Rappell

Events

, ,

Lonsec Symposium 2023 - Back to Basics

The recording is now available. Synopsis Following a sell-out event last year, we are again bringing together leading fund managers, commentators, and industry participants to discuss the investing outlook as we go ‘Back to Basics’. During…
/ by Lonsec
, ,

Superannuation Industry Updates

RECORDING IS NOW AVAILABLE Lonsec Retire: Understanding a dynamic superannuation landscape The superannuation industry reached a major milestone on the first of July 2022, with the superannuation guarantee system being in place for 30 years.…
/ by Lonsec
, ,

Lonsec Sustainability Webinar - Green Bonds or Green Washing

RECORDING IS NOW AVAILABLE The dramatic growth of green bond market in 2021 has been matched by the growth of green bond funds. But how do we know the bonds are indeed green or just being greenwashed? In the next Lonsec Sustainability webinar,…
/ by Lonsec
SuperRatings and Lonsec Fund of the Year Awards 2021
, ,

Lonsec and SuperRatings Fund of the Year Awards 2021

REGISTRATION NOW OPEN Event details Date: Thursday 28 October, 3:00 PM The event will be held virtually, but the awards continue to be very real. As the pandemic environment has posed ongoing challenges across investment markets and…
/ by Lonsec
, ,

Navigating Sustainable and ESG investments with your clients

RECORDING AVAILABLE As awareness and demand for Sustainable and ESG investment solutions grow, Advisers need to have the confidence to successfully navigate this conversation with their clients. Investors may still be caught in the mindset…
/ by Lonsec
, ,

Sustainability Webinar: Satisfying your clients' desire to invest according to their values

As ESG, Responsible, and Sustainable Investing evolve from a niche consideration to mainstream practice, advisers are increasingly asking how they can ensure their investment solutions align with their clients’ values. What am I really…
/ by Lonsec
,

The 18th Annual SuperRatings and Lonsec FOTY

We are pleased to invite you to the 18th SuperRatings and Lonsec Fund of the Year Awards, to be hosted virtually for the first time. In a year of momentous change and disruption, it is critical that we continue to connect…
/ by Lonsec

What our clients say

The SuperRatings’ team are always very responsive to my needs and provide timely feedback and advice.

Rob Cellini VicSuper

SuperRatings’ research, analysis and reports are of the highest quality, and their tools and comparators are user-friendly and comprehensive.

Shane MatherSunsuper

It was evident to us that SuperRatings have market leading insights when it comes to the superannuation industry in Australia, and we would recommend them to any Fund considering undertaking a strategic review.

Fabian RossWA Super

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.