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Super Fund Ratings  | Rating Levels  | Assessment Methodology  | Corporate Super Market Segments  | Financial Services Guide

Corporate Superannuation - Market Segments

The corporate superannuation market is complex and different products have been produced for different market segments, e.g. some products have only been developed for small employers and are not as suitable for very large employers or some products have only been developed for accumulation funds and cannot accommodate defined benefit funds. As a consequence, there has been some common segmenting of the corporate superannuation market along the following lines:

Market Segment Asset Size of Fund
Small Less than $10m
Medium $10m to $50m
Large More than $50m

We have followed this categorisation for our assessment purposes and as a result we have classified the corporate funds into areas in which we believe their competencies are well matched.

Our market categorisation for the leading corporate funds is as follows:

Product Issuer Product Small Medium Large
AMP AMP SignatureSuper Tick Tick
Australian Retirement Trust Australian Retirement Trust - Super Savings Business - Accumulation Account Tick
Australian Retirement Trust Australian Retirement Trust - Super Savings Corporate - Accumulation Account Tick Tick Tick
AustralianSuper AustralianSuper Select Tick Tick Tick
CareSuper CareSuper Employee Plan Tick Tick Tick
Cbus Cbus Corporate Super Tick Tick Tick
Colonial First State Colonial First State FirstChoice Employer Super Tick Tick Tick
Equipsuper Equip MyFuture (Corporate) Tick Tick Tick
HESTA HESTA Corporate Super Tick Tick Tick
Insignia Financial ANZ Smart Choice Super for employers and their employees (Employer Sponsored) Tick Tick Tick
Insignia Financial IOOF Employer Super Tick Tick
Insignia Financial MLC MasterKey Business Super Tick Tick Tick
Insignia Financial Plum Super - Corporate Division Tick Tick
Mercer Mercer SmartSuper Plan - Employer Section Tick
Mercer Mercer Super Trust - Corporate Superannuation Division Tick Tick
REST Rest Corporate Tick Tick Tick
Russell Russell Investments Master Trust - iQ Super - Employer Tick Tick
smartMonday smartMonday PRIME Tick Tick Tick

The Heron Partnership follows a consistent and holistic methodology when assessing and rating superannuation funds.



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