Understand how your fund sits against the industry

SMART (Superannuation Market Analysis and Research Tool) is the gateway for super funds to access market-leading data and research, allowing funds to understand, analyse and monitor the changing superannuation landscape. 

Utilise SMART data modules to search for and filter information, tracking competitors, and assess your fund across key benchmarks. It’s the perfect solution to ensure super funds have the complete data picture at their fingertips along with actionable insights and intelligence. 

Our Performance Test iQ tool (an interactive module within SMART) provides a holistic view of the superannuation market and enables super funds to see their estimated margin of comfort against the Performance Test, as well as where they sit against industry peers. 

Using the PTiQ tool can provide clarity around what action funds can take to improve their margin of comfort. We update our calculations quarterly, with more frequent analysis available on request. 

Indicative margin of comfort against the YFYS test, for both Returns and Fees quarterly. 

External, arms-length validation of your team’s analysis to support your messaging to key stakeholders.​ 

Holistic market view to allow for benchmarking of performance against your Super Fund peers. 

Conveniently uses your APRA forms as supplied to the regulator. Simply forward us your already prepared APRA reporting and we will do the rest.​

Supports reporting and insights to your Executive Team and Trustee Board around your position. 

Easy to review and update inputs, ensuring you can see the impact of changes quickly and easily. 

RateMySuper 

RateMySuper is a customisable product comparison tool that makes it easy for members to understand a super fund’s competitive advantage and the value they deliver via a range of metrics assessed including fees, investment performance, insurance, and super funds’ net benefit. 

This tool provides members with external validation and is easily embedded via an iframe onto websites to allow funds and their members to enter tailored inputs, age, salary, gender, occupation and account balance to compare up to 3 funds and obtain a simple yet comprehensive superannuation comparison report. 

RateMySuper is highly flexible with the ability to alter colours, imagery & filters to suit the individual brand preferences.  

Demonstrate your fund’s competitive advantage

Get in touch to learn more about how your fund can benefit from RateMySuper. Contact Luke Guns or call us on 1300 826 395.

Explore additional tools for strategic decision-making 

Fund Crediting Rate Survey 

The survey of choice for superannuation funds and executive boards looking to benchmark performance. 

Asset Allocation Tool 

Comprehensive allocation data covering 400+ products and 6,000+ investment options. 

Statistics 

Current and historical breakdown of key metrics including fund market share across the super industry. 

Benchmark Reports 

In-depth assessment of your fund’s market position, including unparalleled identification of new opportunities, trends and threats. 

Member outcomes

Purpose built tool to assist funds with completing their SPS515 requirements. Compare a primary product to up to 20 secondary products, as well as industry summary measures.

Document library

Access over 25,000 current and historical fund documents dating back to the late 1990s, including:

  • Product Disclosure Statements
  • Investment Guides
  • Insurance Guides
  • Fees and Cost Guides
  • Annual Reports
  • Financial Statements

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

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. Our business model is not structured to support direct clients who do not have a relationship with a financial adviser. We recommend you obtain and consider the Product Disclosure Statement for each financial product and seek professional personal advice before making any decisions regarding a financial product.

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