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Comparisons are independently conducted by SuperRatings

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Important Information

This service is designed for general personal use only. Users agree they are not using the Comparator for the purpose of conducting a business or reselling the information. Consider a fund's PDS and your objectives, financial situation and needs, which are not accounted for in this information before making an investment decision.

SuperRatings Methodology


SuperRatings’ rating 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 (questionnaires).

For more information on the SuperRatings methodology refer to the full text of the SuperRatings methodology at http://www.superratings.com.au/ratings

Our ratings system covers seven main assessment components. These are reviewed both quantitatively and qualitatively and are individually weighted.

Each rated fund is provided with regular ‘Request for Information’ documents from SuperRatings to maintain our data. Where a fund does not respond or the data provided cannot be substantiated, then the response used will, where appropriate, be assumed to be at the 75th percentile of our universe.

For any queries about the content, please see http://www.SuperRatings.com.au. Any queries about the application of the information contained in this report to your particular circumstances should be directed to your financial advisor and/or fund.

Insurance

SuperRatings performs an in depth and comprehensive analysis of insurance premiums across a range of insurance options offered by the various funds. In this report only sample aged based premiums for one option are displayed. For example, many funds offer insurance with 30, 60 or 90 day waiting periods but for comparative purposes only the 60 day waiting period is usually displayed in this report. For more details on particular insurance options reference should be made to the relevant fund’s product disclosure statement.

Our Ratings

Platinum: Top "25% of funds"

The best value for money funds. Well balanced across all key assessment criteria in a robust, secure and proven risk framework. This fund provides features that should assist most individuals to meet their retirement savings goals.

Gold: Next "25% of funds"

A good value for money superannuation fund strong in nearly all assessment areas.

Silver: Next "25% of funds"

A reasonable value for money fund performing well in most assessment areas.

Other: "Final 25% of funds"

Other rated funds usually have average or below average features and/or performance across a number of our ratings criteria.

SuperRatings Road Signs


Excellent: Score of 75%-100% "In the fast lane"

Premium performer in this area

Good: Score of 51%-74% "Comfortable pace"

Better than most funds. Above benchmark

Average: Score of 26%-50% "Cruising"

Placed close to benchmark

Below average: Score of below 25% "Traffic congestion"

Not quite up to speed. Lower than benchmark.

Alert: "Proceed with caution"

In the areas of governance, advice & education, administration, and investment process the analysis is a qualitative one and the available information has been insufficient to provide a rating. Hence the caution symbol.

Concern: "Requires Maintenance"

Based on an analysis of available information there appear to be real problems in this area.

Disclaimer


This service is designed for general personal use only. Users agree they are not using the Comparator for the purpose of conducting a business or reselling the information. Consider a fund's PDS and your objectives, financial situation and needs, which are not accounted for in this information before making an investment decision.

You acknowledge that all copyright and other intellectual property rights in the Comparator are owned or controlled by SuperRatings. Content in the Comparator has been has been prepared for the purpose of providing general advice only without the taking into account individual financial objectives, situations or needs. It is not guaranteed to be accurate or complete. SuperRatings AFSL No. 311880.

SuperRatings Pty Ltd ABN: 95 100 192 283 AFSL: 311880 is a superannuation research house with specialist areas of expertise that was originally established in 2002. From 1 July 2011, SuperRatings became a fully owned subsidiary of the entity currently registered as Lonsec Fiscal Holdings Pty Ltd, a privately owned and independent entity with a multi-brand strategy of providing leading financial services research and investment execution. SuperRatings provides data analysis, information and commentary to both the public and the superannuation industry and is one of the most widely used and accepted ratings companies in the superannuation industry.

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