Do you understand your clients’ existing Super Funds enough to meet your best interest obligations? Ensure you have a complete picture of your clients’ investment portfolios by upgrading your iRate subscription to include Super Fund Research, allowing you to facilitate more informed and insightful conversations with your clients.
Sign up now for 2-week trial of Super Fund Research on iRate to access research on over 600 superannuation products.
Upgrade to Super Fund Research
If you’re not yet subscribed to iRate®, fill in the above form and we’ll be in touch to set you up with a two-week trial.
Demystify your client’s super
Produced by SuperRatings®, Lonsec’s specialist superannuation product research team, iRate delivers research based on the most extensive benchmarking survey conducted in the Australian market. With Lonsec’s super fund research you can:
Efficiently compare over 600 superannuation products across 300 characteristics covering Investment, Fees, Insurance, Member Servicing, Administration and Governance, that are used to determine a fund’s overall rating.
Search the iRate superannuation product universe and access product information, investment performance, fee data, and a wealth of other benchmarking metrics
Get relevant and useful information to aid your understanding of individual superannuation products and make personal advice recommendations based on your client’s best interests
Generate intuitive, user-friendly reports to facilitate more insightful conversations
Access a wealth of investment product research through a single platform
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.