Superannuation Fund Ratings (2024)
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The Heron Partnership's Quality Star Product Ratings for 2024 are now featured on Heron Advisor.
Heron Advisor's "Features and Cost Comparison" module, in addition to providing a full comparison of product features, for up to 5 products at any one time, it also enables the modelling of the impact of fees and charges of each product over the lifetime of an individual's investment to retirement.
Heron Advisor's "Choice of Fund" module enables comparison of an employer's corporate plan, including the impact of actual fees and charges, with any other Heron Advisor assessed product. It will assist a new employee decide if they should join their employer's default fund or continue membership of their existing fund?
Super Fund Ratings  | Rating Levels  | Assessment Methodology  | Corporate Super Market Segments  | Financial Services Guide5 Star Rating

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 2024 Quality Star Ratings, we have assessed 63 superannuation funds.

Corporate Funds

A total of 18 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 2024.

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 SignatureSuper
  • Australian Retirement Trust - Super Savings Business - Accumulation Account
  • Australian Retirement Trust - Super Savings Corporate - Accumulation Account
  • AustralianSuper Select
  • CareSuper Employee Plan
  • Cbus Corporate Super
  • Colonial First State FirstChoice Employer Super
  • Equip MyFuture (Corporate)
  • HESTA Corporate Super
  • ANZ Smart Choice Super for employers and their employees (Employer Sponsored)
  • IOOF Employer Super
  • MLC MasterKey Business Super
  • Mercer SmartSuper Plan - Employer Section
  • Rest Corporate
  • smartMonday PRIME

Outstanding Corporate
Medium ($10m - $50m)

  • AMP SignatureSuper
  • Australian Retirement Trust - Super Savings Corporate - Accumulation Account
  • AustralianSuper Select
  • CareSuper Employee Plan
  • Cbus Corporate Super
  • Colonial First State FirstChoice Employer Super
  • Equip MyFuture (Corporate)
  • HESTA Corporate Super
  • ANZ Smart Choice Super for employers and their employees (Employer Sponsored)
  • IOOF Employer Super
  • MLC MasterKey Business Super
  • Plum Super - Corporate Division
  • Mercer Super Trust - Corporate Superannuation Division
  • Rest Corporate
  • Russell Investments Master Trust - iQ Super - Employer
  • smartMonday PRIME

Outstanding Corporate
Large (Greater than $50m)

  • AMP SignatureSuper
  • Australian Retirement Trust - Super Savings Corporate - Accumulation Account
  • AustralianSuper Select
  • CareSuper Employee Plan
  • Cbus Corporate Super
  • Colonial First State FirstChoice Employer Super
  • Equip MyFuture (Corporate)
  • HESTA Corporate Super
  • ANZ Smart Choice Super for employers and their employees (Employer Sponsored)
  • MLC MasterKey Business Super
  • Plum Super - Corporate Division
  • Mercer Super Trust - Corporate Superannuation Division
  • Rest Corporate
  • Russell Investments Master Trust - iQ Super - Employer
  • smartMonday PRIME

Personal Funds

The assessment of personal superannuation products resulted in 38 products being rated as "outstanding" and have been awarded with 5 Quality Stars for 2024.

Outstanding Personal

  • Acclaim Super
  • Active Super
  • Australian Retirement Trust - Super Savings - Accumulation Account
  • AustralianSuper Personal Plan
  • AustralianSuper Plan
  • Aware Super
  • Brighter Super
  • CareSuper Personal Plan
  • Catholic Super
  • Cbus Industry Super
  • Colonial First State FirstChoice Wholesale Personal Super
  • Equip MyFuture
  • First Super
  • HESTA Super
  • Hostplus Executive
  • Hostplus Personal Super Plan
  • Hostplus Superannuation
  • Expand Essential Super
  • Expand Extra Super
  • IOOF Personal Super
  • MLC MasterKey Super Fundamentals
  • MLC Navigator Retirement Plan Series 2
  • MLC Wrap Super Series 2
  • OneAnswer Frontier Personal Super
  • Plum Super - Personal Division
  • legalsuper
  • Media Super Industry
  • Mine Super
  • NGS Super
  • Rest Super
  • Russell Investments Master Trust - iQ Super - For Life
  • smartMonday DIRECT
  • Spirit Super
  • TelstraSuper - Personal Plus
  • UniSuper Accumulation Super (1)
  • UniSuper Accumulation Super (2)
  • UniSuper Personal Account
  • Vision Super - Vision Personal

Disclaimer

The comparative product ratings are undertaken by The Heron Partnership Pty Limited 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 Pty Limited 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 Pty Limited makes no guarantee or warranty in relation to the investment component or rate of return of any product that it rates.

The Heron Partnership Pty Limited 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 Pty Limited 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.



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