Superior Superannuation Intelligence
Understand how your fund sits against the industry
SuperRatings offers unparalleled research, ratings, data, tools and insights, providing the superannuation industry with the tools and intelligence required to build value for their members and reach their strategic goals.
Our mission is to close the information divide between super funds and their members and create a stronger superannuation industry that benefits all Australians.
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SMART – Your portal to the world of SuperRatings research
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.
Knowing the strengths of your fund is one thing but knowing how your fund compares to peers is what gives you a real competitive advantage.
Keep your superannuation fund one step ahead, get in touch today to find out more about SuperRatings SMART platform. Contact info@superratings.com.au or call us on 1300 826 395.
Tools and insights to drive your advice
iRate® offers powerful portfolio construction, analysis, and reporting tools to streamline client management and support informed advice. It includes model portfolios, customisable charts, and integrates seamlessly with platforms like Xplan and Midwinter.
Get a complete picture of your client’s portfolio
iRate® helps you filter and compare financial products to build portfolios that align with client goals while meeting compliance obligations. Its Managed Account Portal provides detailed insights on Lonsec Managed Portfolios — including asset allocation, holdings, performance reports, and quarterly updates — to support informed client conversations.
Access award-winning research with iRate®
Filter your investment product universe and receive market leading research and investment insights across all investment structures.
Managed Funds Research
Provides access to managed fund ratings, quantitative insights, and key data across the managed funds product universe.
Listed Equities Research
Access to ETF, LICs / LITs and hybrid research and ratings as well as direct equities ratings on the constituents of the ASX 200.
Super Fund Research
Access ratings and qualitative factors for a wide range of super funds and investment options, supported by research from our SuperRatings team.
You can subscribe to one, two or three of the iRate® Research Libraries depending on your practice and client needs. Every subscription includes access to our comprehensive suite of tools, including portfolio construction and comparison, quantitative analysis, product comparison tools, and our market insights.
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 investments, fees, insurance and ratings outcomes.
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 info@superratings.com.au or call us on 1300 826 395.
Performance Test iQ – PTiQ
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.
Margin of comfort
Indicative margin of comfort against the YFYS test, for both Returns and Fees quarterly.
External validation
External, arms-length validation of your team’s analysis to support your messaging to key stakeholders.
Market view
Holistic market view to allow for benchmarking of performance against your Super Fund peers.
Convenient
Conveniently uses your APRA forms as supplied to the regulator. Simply forward us your already prepared APRA reporting and we will do the rest.
Stakeholder reporting
Supports reporting and insights to your Executive Team and Trustee Board around your position.
Ease of use
Easy to review and update inputs, ensuring you can see the impact of changes quickly and easily.
Schedule a demonstration
Get in touch to schedule a demonstration of the PTiQ tool and how it can support your fund to successfully navigate the Performance Test. Contact info@superratings.com.au or call us on 1300 826 395.
Net Benefit Comparison Tool
The SuperRatings Net Benefit Comparison Tool uses historical PDS Fees and Performance to simulate a member’s journey over time. Net Benefit, earnings after all fees and taxes, is the best reflection of how much value a fund has delivered to its members.
The Net Benefit Comparison Tool allows super funds to analyse and compare net benefit outcomes across nearly 5,000 investment options tracked by SuperRatings, covering all major MySuper and choice products.
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
Demonstrate real value to your members
Get in touch to start assessing your fund’s earnings after all fees and taxes, to determine the real value that a fund delivers to its members. To find out more, contact info@superratings.com.au 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
Training & Support
To get the most out of your SuperRatings subscriptions, register for training with our experienced team.
To find out more, contact info@superratings.com.au or call us on 1300 826 395.
Get in touch with us
To find out more, contact info@superratings.com.au or call us on 1300 826 395.
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Lonsec Melbourne Level 33, 120 Collins Street, Melbourne VIC 3000
Lonsec Adelaide Level 2, 28 Leigh 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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