Heron Advisor

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

Super Review Fund of the Year

Super Review in conjunction with The Heron Partnership name the best of the best super funds at the Awards night on Thursday 10 August 2017 at the Sofitel Melbourne on Collins.
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Heron's unique outsourcing management system... Login

Institutional Superannuation Consulting Services

Product Advisory Services & Project Management

  • Advice about market trends and product developments
  • Advice about product improvement/features for your chosen market
  • Working with you to make the changes required or building the required business aspects for the product or service
  • Working with insurers to improve their products, including market trends, product benchmarking and rating and product development

Product Research & Assessment Reports

  • Research and assessment reports covering superannuation and pension products
  • Product research for your product management team

Product Benchmarking & Rating Service

  • Comprehensive information about the features, benefits and fees for the major commercial master trusts and industry funds
  • Benchmarking products or product components (eg insurance, investments) against competitor products
  • Utilisation of Quality Star rating logo on product PDS, member and employer communications, web site and promotional material

Appointed Actuary to Multi-Employer Funds

  • Assist multi-employer funds as a whole with actuarial advice
  • Risk/compliance review of actuarial arrangements
  • Appointed actuary to multi-employer sub-plans


  • Advice and implementation for merging financial entities eg two multi-employer funds combining
  • Due Diligence
  • Transition Planning

Operational Effectiveness, Structured Risk Management & Cost Savings

  • Advice and implementation regarding management of your superannuation product, including assessing the effectiveness of the trustee board, fund secretariat and fund management
  • Cost benefit analysis relative to your peers in the market
  • Assisting you to identify key risks: covering financial, compliance and implementation risks

Retail and Wholesale Client Care Programs

  • Conducting client satisfaction studies with existing and/or potential clients
  • Undertaking audits to understand your competitive advantage from your clients perspective