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 category | Weighting % |
|---|---|
| Investment, including methodology, performance, risk profiles and process | 25.0% |
| Fees & charges, including cost, structure & transparency across various account balance & employer sizes | 15.0% |
| Administration, including structure, service standards, internet facilities, employer and adviser servicing | 10.0% |
| Member servicing, including member education, scaled advice and financial planning | 15.0% |
| Governance, including trustee structure, processes & risk management | 10.0% |
| Insurance, including rates, options, terms & conditions | 10.0% |
| Qualitative overlay, including overall benefits, flexibility & choice, transparency & usability | 15.0% |
| Total assessment | 100.0% |