Super Fund

Performance Test iQ Tool

Discover the new 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

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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 600+ superannuation products, covering more than $1.7 trillion in superannuation savings. Our ratings reflect the ability of the fund to deliver value for money to members encompassing investment performance, fees and members services.

Consulting

Actionable advice backed by the best 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.

600+

superannuation products

$1,700,000,000,000

in assets

21,300,000

member accounts

News & Insights

Lonsec Retirement Perspectives

Super funds navigate market waves to pass performance test

Leading superannuation research house SuperRatings has analysed super fund performance in line with the government's performance test criteria and found that 90% of trustee directed options are estimated to pass the test based on 30 June 2022…

Media Release: Lonsec acquires Implemented Portfolios Limited and expands market reach

Lonsec Holdings (Lonsec) is an independent partner to the Wealth Management industry, providing preeminent products and services that are critical to key industry participants to enable them to serve their respective clients efficiently and…

Media Release: Best performing balanced super funds for 2022 financial year

Super funds continue to face a challenging economic and investment environment, though we have seen a small recovery so far over the month of July. The median balanced option is estimated to have increased by 0.9% over the first 11 days of July. Leading…

Media Release: $1 of Super invested in 1992 estimated to be worth $7.67 30 years after the Super Guarantee was introduced

The superannuation industry reached a major milestone on the first of July, with the superannuation guarantee system being in place for 30 years. However, it comes at a time of significant market turbulence, with fund performance dipping into…

Lonsec Retirement Perspectives, News & Insights

20% of super fund options estimated to fail the Choice performance test

With a huge array of government initiatives reshaping super in recent years, none was more keenly watched than the inaugural performance test of 80 MySuper products. The regulator found that 13 of the 80 products assessed were deemed to…

News & Insights

Retirement Landscape Insights - June 2022

With the passing of the government’s Retirement Income Covenant legislation, funds now have a clear framework and timeline to guide their path forwards. As we expect the number of retirement income products in the market to grow, it is…

News & Insights

Performance Test Insights - June 2022

With the regulator set to release the results of its assessment of performance for Trustee Directed Products for the period to 30 June 2022, we have estimated the potential outcomes for diversified Choice options using our new Performance Test…

Media Release: Get your Super fit for the new financial year

Leading superannuation research house SuperRatings estimates that the median balanced option fell by -0.9% in May, as funds face into global market headwinds. The Reserve Bank of Australia increased rates for the second month in a row, signalling…

Media release: Super Funds Deliver Over the Long Term

Super fund performance continues to experience bumps along the road, with returns falling in April following a small positive return in March. Leading superannuation research house SuperRatings estimates that the median balanced option fell…

Events

Financial Adviser, Lonsec Retire, Upcoming Events

Superannuation Industry Updates

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. However, it comes at a time…

Financial Adviser, Lonsec Retire, Upcoming Events

Lonsec Symposium 2022 - A WHOLE NEW WORLD

RECORDING IS NOW AVAILABLE Crypto, geo-political instability, post-pandemic recovery, advice evolution and more. With inflation rising to the highest levels in 30 years in Europe and the US, markets pricing in interest rate rises, and crypto…

Financial Adviser, Lonsec Retire, Upcoming Events

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,…

SuperRatings and Lonsec Fund of the Year Awards 2021

Financial Adviser, Lonsec Retire, Upcoming Events

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…

Financial Adviser, Lonsec Retire, Upcoming Events

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…

Financial Adviser, Lonsec Retire, Upcoming Events

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…

Financial Adviser, Upcoming Events

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…

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.