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, we are well placed to help funds and employers navigate the complexities of our industry. Our market views are regularly sought by funds, service providers, key industry stakeholders and employers.

Get in touch with us

Consulting Services

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

Insurance Benchmarking

& Tender Management

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
Vendor appraisals and tender management

Member Outcomes Assessments

Design assessment frameworks
Determine comparable choice products
Supply data for assessment
Review data & methodologies
Determine peer groups and cohorts

Corporate Benchmarking

& Tender Management

Identifying what is important to companies in a corporate superannuation fund
Market insights including navigating the current regulatory environment and the Royal Commission
Benchmarking existing superannuation provider against available funds in the industry
Market tender & transition management including contract negotiations

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

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

Superior industry experience

We provide an extensive range of services to industry funds, retail master trusts, corporate 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.

Enquire about our consulting services

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.