Heron Advisor

Super services for financial planners, product issuers & their clients... Login

Super Review Fund of the Year

SuperReview in conjunction with The Heron Partnership name the best of the best super funds at the Awards night on Thursday 11 August 2016 at Crown Towers, Southbank Melbourne.
Find out more...

SOS

Heron's unique outsourcing management system... Login

Super Fund Ratings

The Heron Partnership's superannuation fund rating service covers industry funds, master trusts and multi-employer funds, categorised as either personal or corporate superannuation funds, as well as retirement products. The 2016/17 assessment covered 143 superannuation products and 81 retirement products.

The following superannuation products have been judged as "outstanding" and have been awarded 5 Heron Quality Stars for 2016/17.

Due to the varying asset size and operation of corporate superannuation funds, we have segmented the market into 3 categories based on the asset size of a company's superannuation fund. For more details see Corporate Superannuation - Market Segments.

Top Ten Products for Investment & Insurance Features

The following products have been classified as a Top Ten Product for Investment Features and Insurance Features.

In alphabetical order the Top 10 Personal and Corporate Products in respect to Investment Features are:

Personal

  • Asgard eWRAP Super
  • Asgard Infinity eWRAP
  • Colonial First State FirstChoice Wholesale Personal Super
  • IOOF Employer Super – Personal Division
  • IOOF Portfolio Service Personal Superannuation
  • IOOF Pursuit Core Personal Superannuation
  • Macquarie Super and Pension Manager
  • Mercer SmartSuper - Individual Section
  • MLC Navigator Retirement Plan Series 2
  • MLC Wrap Super - Super Service Series 2

Corporate

In alphabetical order the Top 10 Personal and Corporate Products in respect to Insurance Features are:

Personal

  • Asgard Elements Super
  • Asgard eWRAP Super
  • Asgard Infinity eWRAP Super
  • Mentor Superannuation Master Trust
  • Nationwide Superannuation Fund
  • netwealth Super Accelerator Core - Employer Sponsored Super
  • netwealth Super Accelerator Plus - Employer Sponsored Super
  • netwealth Super Wrap - Employer Sponsored Super
  • Perpetual MySuper
  • Perpetual Select Superannuation Plan

Corporate

MySuper Investment Option

The MySuper investment option for the following superannuation products have been judged as "outstanding" and have been awarded the highest rating with 5 Heron Quality Stars for 2016/17.

Top 10 MySuper Investment Option

The MySuper investment option for the following superannuation products have been judged Top 10 MySuper.

  • AustralianSuper
  • AustSafe
  • EISS Super
  • First State Super
  • LGIAsuper
  • Qsuper
  • REI Super
  • REST Super
  • Sunsuper for life
  • Unisuper

Retirement Products

The assessment of pension products resulted in the following products being rated as "outstanding" and have been awarded with 5 Quality Stars for 2016/17.

The following retirement products have been judged as Top 10 Pension Products.

  • AMP Signature Super Allocated Pension
  • Asgard Infinity eWRAP Pension
  • AustralianSuper Choice Income
  • BT SuperWrap Pension Plan
  • CareSuper Pension
  • Colonial First State - FirstChoice Pension
  • Colonial First State - FirstChoice Wholesale Pension
  • IOOF Pursuit Select Allocated Pension
  • MLC Navigator Retirement Plan Series 2
  • MLC Wrap Super - Pension Service

Disclaimer
The comparative product ratings are undertaken by The Heron Partnership's consultants and are based on analysis of information such as product disclosure statements provided by third parties, as well as general market knowledge.
The analysis and information upon which the product ratings are based is considered to be accurate at the time a particular product is rated by us. However, to the extent that the product ratings are based on such third party information, The Heron Partnership gives no guarantee or warranty and makes no representation as to the accuracy or correctness of the third party information and accepts no responsibility for any inaccuracy or incompleteness in the third party information provided to it. The Heron Partnership makes no guarantee or warranty in relation to the investment component or rate of return of any product that it rates.
The Heron Partnership is authorised to provide general financial product advice for certain classes of financial products, including life products, retirement savings accounts and superannuation. We do not provide personal financial product advice. The product ratings have been produced without taking into account any individual's financial needs, circumstances and objectives. To the extent that the product ratings provided through this web site may constitute financial product advice, they are general financial product advice only, and The Heron Partnership provides its Financial Services Guide for your information. Any person should, before acting on such advice, assess the appropriateness of the advice having regard to their own financial situation and consult a licensed financial adviser before making any changes to their financial affairs. In addition, when considering any financial product you should obtain a Product Disclosure Statement produced by the Product Issuer.