Super fund ratings assessment criteria

SuperRatings ratings methodology seeks to cover over 300 individual parts of a Superannuation fund’s offering. The data assessed covers information both in the public domain as well as aspects which are sourced directly from funds. Our ratings system covers seven main assessment components. These are reviewed both quantitatively and qualitatively and are individually weighted.

Assessment categoryWeighting %
Investment, including methodology, performance, risk profiles and process25.0%
Fees & charges, including cost, structure & transparency across various account balance & employer sizes15.0%
Administration, including structure, service standards, internet facilities, employer and adviser servicing10.0%
Member servicing, including member education, scaled advice and financial planning15.0%
Governance, including trustee structure, processes & risk management10.0%
Insurance, including rates, options, terms & conditions10.0%
Qualitative overlay, including overall benefits, flexibility & choice, transparency & usability15.0%
Total assessment100.0%

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.