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Super Fund Ratings

The Heron Partnership's superannuation fund rating service covers industry funds, master trusts and multi-employer funds, categorised as either retail or corporate superannuation funds. For our 2009 Quality Star Ratings, we have assessed 123 superannuation funds.

Corporate Funds

A total of 24 superannuation products, designed for the corporate superannuation market have been judged as "outstanding" and have been awarded the highest rating with 5 Quality Stars for 2009.

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.

Small - Less than $10m

  • AMP - CustomSuper
  • ANZ - Super Advantage
  • AON - Master Trust - Standard Solution
  • Asgard - Employee Super
  • AustralianSuper - Corporate
  • AustralianSuper - Corporate Solutions
  • Aviva - Navigator Super Solutions Employer Service
  • BT - Lifetime Super - Employer Plan
  • CARE Super - Corporate Super
  • Colonial First State FirstChoice Employer Super
  • Equipsuper - Corporate
  • Equity Trustees - Freedom of Choice - Total Super
  • ING - Corporate Super
  • ING - Integra Super
  • Mercer - SmartSuper
  • MLC - MasterKey Business Super
  • REST - Acumen
  • Skandia - One Corporate Solutions
  • SMF - Spectrum Super
  • Sunsuper - Corporate

Medium - $10m to $50m

  • AMP - CustomSuper
  • AMP - SignatureSuper
  • AON - Master Trust - Standard Solution
  • AustralianSuper - Corporate
  • AustralianSuper - Corporate Solutions
  • Aviva - Navigator Business Super
  • BT - Lifetime Super - Employer Plan
  • CARE Super - Corporate Super
  • Colonial First State FirstChoice Employer Super
  • Equipsuper - Corporate
  • ING - Corporate Super
  • Mercer - SuperTrust
  • MLC - MasterKey Business Super
  • Plum - Superannuation Fund
  • Russell - Russell SuperSolution Master Trust - Employer Division
  • Sunsuper - Corporate

Large - $50m+

  • AMP - SignatureSuper
  • AON - Master Trust - Standard Solution
  • AustralianSuper - Corporate
  • ING - Corporate Super
  • Mercer - SuperTrust
  • Plum - Superannuation Fund
  • Russell - Russell SuperSolution Master Trust - Employer Division
  • Sunsuper - Corporate

Retail Funds

The assessment of retail personal superannuation products resulted in 54 funds being rated as "outstanding" and have been awarded with 5 Quality Stars for 2009.

  • AGEST - Industry
  • AMP - Flexible Lifetime Super
  • AON - Master Trust - Personal Division
  • Asgard - Elements Super
  • Asgard - eWRAP Super
  • ASSET - Asset Super
  • AustralianSuper - Personal
  • AustralianSuper - Workplace
  • AustralianSuper - Finsuper Division
  • Aviva - Navigator Personal Retirement Plan
  • AXA - Summit - Personal Super
  • BT - SuperWrap - Personal Super Plan
  • CARE Super - Industry Fund
  • CARE Super - Personal Plan
  • Catholic Superannuation Fund
  • Colonial First State FirstChoice Personal Super
  • Colonial First State FirstChoice Wholesale Personal Super
  • platform2 SuperWrap
  • wealth-e-account SuperWrap
  • Energy Industries Superannuation Scheme - Accumulation Scheme
  • Equipsuper - Personal
  • First State Super - Superannuation
  • FSP Super Fund
  • FuturePlus Super
  • Government Employees Superannuation Board (GESB) - GESB Super
  • Health Super - Industry Fund
  • HESTA - Super Fund
  • Hostplus - Hostplus Executive
  • Hostplus - Personal Super Plan
  • Hostplus - Superannuation
  • IOOF - Portfolio Service Personal Superannuation
  • IOOF - Pursuit Core Personal Superannuation
  • IOOF - Pursuit Select Personal Superannuation
  • Legal Super - legalsuper
  • Local Government Superannuation Scheme - Accumulation Scheme
  • MLC - MasterKey Custom Superannuation
  • MTAA - Superannuation Fund
  • netwealth Superannuation Master Fund
  • NGS - Super
  • Plum - Superannuation Fund - Personal Division
  • REST - Industry Fund
  • REST - Personal Superannuation
  • Skandia - Global Retirement Solutions
  • Skandia - One Retirement Solutions
  • Skandia Wholesale Retirement Solutions
  • SMF - Spectrum Super - Personal Division
  • Strategy Retirement Fund
  • Sunsuper Solutions
  • Tasplan - Super
  • Unisuper - Accumulation Super (1)
  • WA Local Government - Super Solutions - Employer
  • WA Local Government - Super Solutions - Personal
  • Westscheme - Superannuation Fund

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.