Know exactly how your fund performs

When it comes to measuring your fund’s performance, Net Benefit is what you and your members should be focused on. Net Benefit, earnings after all fees and taxes, is the best reflection of how much value a fund has delivered to its members.

Our Net Benefit Tool uses historical PDS Fees and Performance to simulate a member’s journey over time.

The Net Benefit Comparison Tool allows you to analyse and compare net benefit outcomes across 6,000 investment options tracked by SuperRatings, covering all major MySuper and choice products.

How your fund can benefit from the Net Benefit Comparison Tool

Access high quality data and insights with an intuitive, user friendly interface. The Net Benefit tool provides flexibility for the following areas:

Historical periods

Account balances

Salaries

Competitor funds

Performance data

Visualise your fund’s success with powerful charting tools

Intuitive performance comparisons
to showcase the strength of your fund

The Net Benefit Comparison Tool allows you to showcase your performance by comparing against competitors in the market.

Leverage an unprecedented wealth of data

Draw on the depth and breadth of SuperRatings data, updated quarterly for continued relevance.

Benchmark with precision

Benchmark against industry competitors and provide input into your member outcomes assessments with the most up-to-date and consistent data.

Ongoing support

Methodology, data, definitions, assumptions and ongoing training is provided.

Build a compelling story for members and employers

This tool can be used by different teams within your fund.

Financial Advisers
Intra-fund advice
Product and Investment Teams
Product development, benchmarking and enhancement
Product and Investment Teams
Employer Servicing Teams
Policy Committees & tenders
Marketing Teams
Promotional material
Marketing Teams
Executive Teams
Strategic initiatives including M&A’s

Testimonial

“The SuperRatings Net Benefit Comparison Tool has been created and backed by independent experts. It is the most powerful story superannuation has to explain its long term benefits to members. A simple to use tool, with detailed data output to enable indepth comparisons.”

CareSuper

In a market where its imperative to provide cost effective solutions to members, the Net Benefit tool provides a way to review our fees against main key super funds in the market. It provides the Fund the ability to make informed decisions for member outcomes which can be incorporated to our business plan. Its an effective tool for Australian Ethical to develop appropriate member outcomes to make ethical investing as accessible as possible for all Australians.

Australian Ethical

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.

Net Benefit Comparison Tool