Super Fund Ratings
| Rating Levels
| Assessment Methodology
| Corporate Super Market Segments
| Financial Services Guide
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.
For our 2020 Quality Star Ratings, we have
assessed 99 superannuation
funds.
Corporate Funds
A total of 21
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 2020.
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.
Outstanding Corporate
Small (Less than $10m)
-
AMP CustomSuper
-
AMP Flexible Super - Employer
-
AMP SignatureSuper Select
-
ANZ Smart Choice Super for employers and their employees (Employer Sponsored)
-
smartMonday PRIME
-
Asgard Employee Super
-
AustralianSuper Select
-
BT Lifetime Super - Employer Plan
-
CareSuper Employee Plan
-
Colonial First State FirstChoice Employer Super
-
Equip MyFuture (Corporate)
-
IOOF Employer Super
-
Mercer SmartSuper Plan - Employer Section
-
MLC MasterKey Business Super
-
Rest Corporate
-
Sunsuper for life Business
|
Outstanding Corporate
Medium ($10m - $50m)
-
AMP SignatureSuper
-
AMP SignatureSuper Select
-
ANZ Smart Choice Super for employers and their employees (Employer Sponsored)
-
smartMonday PRIME
-
Asgard Employee Super
-
AustralianSuper Select
-
BT Lifetime Super - Employer Plan
-
CareSuper Employee Plan
-
Colonial First State FirstChoice Employer Super
-
Equip MyFuture (Corporate)
-
IOOF Employer Super
-
Mercer Super Trust - Corporate Superannuation Division
-
MLC MasterKey Business Super
-
Plum Super - Corporate Division
-
Rest Corporate
-
Russell Investments Master Trust - iQ Super - Employer
-
Sunsuper for life Corporate
|
Outstanding Corporate
Large (Greater than $50m)
-
AMP SignatureSuper
-
ANZ Smart Choice Super for employers and their employees (Employer Sponsored)
-
smartMonday PRIME
-
Asgard Employee Super
-
AustralianSuper Select
-
BT Lifetime Super - Employer Plan
-
Colonial First State FirstChoice Employer Super
-
Equip MyFuture (Corporate)
-
Mercer Super Trust - Corporate Superannuation Division
-
MLC MasterKey Business Super
-
Plum Super - Corporate Division
-
Rest Corporate
-
Russell Investments Master Trust - iQ Super - Employer
-
Sunsuper for life Corporate
|
Personal Funds
The assessment of personal superannuation products resulted
in 60 products being rated as
"outstanding" and have been awarded with 5 Quality Stars for
2020.
Outstanding Personal
-
AMG Super - Corporate Super
-
AMG Super - Personal Super
-
AMP Flexible Super (Choice)
-
AMP MyNorth
-
AMP Summit - Personal Super
-
OneAnswer Frontier Personal Super and Pension
-
smartMonday DIRECT
-
Asgard Elements Super
-
Asgard eWRAP Super
-
Asgard Infinity eWRAP Super
-
AustralianSuper Personal Plan
-
AustralianSuper Plan
-
AustralianSuper Public Sector Division
-
AvSuper
-
Bendigo SmartStart Super
-
BT Super
-
BT Super for Life
-
CareSuper Personal Plan
-
Catholic Super
-
Cbus Industry Super
-
Club Plus Super
-
EISS Super
-
Equip MyFuture
-
First State Super
-
Child Care Super
-
GuildSuper
-
HESTA
-
Hostplus
-
Hostplus Executive
-
Hostplus Personal Super Plan
-
Intrust Super
-
IOOF Personal Super
-
IOOF Pursuit Focus Personal Superannuation
-
IOOF Pursuit Select Personal Superannuation
-
legalsuper
-
LGIAsuper
-
Local Government Super Accumulation Scheme
-
LUCRF
-
Macquarie Wrap - Super Accumulator
-
Macquarie Wrap - Super and Pension Consolidator
-
Macquarie Wrap - Super and Pension Manager
-
MLC MasterKey Super Fundamentals
-
Plum Super - Personal Division
-
MTAA Super
-
netwealth Super Accelerator Core – Employer Sponsored Super
-
netwealth Super Accelerator Plus – Employer Sponsored Super
-
netwealth Super Wrap - Employer Sponsored Super
-
NGS Super
-
Prime Super (Health Division)
-
Prime Super (Prime Division)
-
QSuper - Accumulation Account
-
Rest Super
-
Russell Investments Master Trust - iQ Super - General
-
Russell Investments Master Trust - iQ Super - Saver
-
Suncorp Brighter Super for Business
-
Sunsuper for life
-
Tasplan
-
Telstra Super - Personal Plus
-
UniSuper Accumulation Super (1)
-
VicSuper FutureSaver
|
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.