Research

SuperRatings has designed a range of products to lead the market in accurate, comprehensive and independent data from within the superannuation industry. Our information is accessible from your computer or tablet, updated in real time and enables users to extract and compile the data when required.


SMART


SMART Superannuation Market Analysis Research Technology

Refreshed daily, SMART allows you to assess & compare super funds in a user-friendly, interactive environment. Application based for easy navigation, users can research the latest fund dynamics and benchmark key features including:

  • Membership statistics, fund size, service providers
  • Compare the key features of up to 3 funds, side by side
  • Review insurance costs, terms & conditions plus AALs
  • Analyse & model investment performance by fund and option
  • Appraise & measure fees and costs
  • Save searches, print and export output results to excel

SMART’s unique new panelling system provides you with the means to analyse, evaluate and compare super and pension products across all areas of a fund structure. It’s easy portability (internet connection) and saveable search function, enables output to be readily utilised both internally and externally. SMART has the following applications:

  • Funds
  • Products
  • Fees
  • Insurance
  • Investment
  • Product Comparison
  • Library

Fund Crediting Rate Survey

The Fund Crediting Rate Survey application provides you with the most thorough and relevant accumulation and pension return information in the superannuation industry.
All major investment options are ranked and returns calculated from 1 month up to 10 years, allowing performance to be benchmarked over many time periods. You can also customise and save surveys specifically to your needs, using a number of variables including asset ratio, time period, and option type.

Produced monthly, each survey publishes returns for well over 1,800 super and pension investment options across the Industry, Retail, Public and Corporate sectors. A subscription package includes:

  • 5 surveys emailed on the 20th of each month (Super, Pension, Sustainable & CPI + Objectives x2)
  • Traditional performance surveys grouped by option type as well as performance against investment objectives
  • Online customisation function – create your own peer groups, medians and benchmarks
  • Access to published returns for over 1,000 super & 800 pension investment options
  • Historical surveys dating back to November 2006
  • Risk and volatility measures

Asset Allocation

The Asset Allocation Application is a dynamic tool providing access to current and historical product asset allocation data for more than 6,000 investment options.

Features and functionality include:

  • ‘Actual’, ‘benchmark’ and 'range' allocations available
  • Current and historical data
  • The ability to refine and filter searches by growth/defensive ratios, option and default
  • Save searches and/or export results to excel
  • Review investment objectives and print asset allocation summary
  • Upwards of 20 asset classes available

Statistics

Track quarterly and annual fund and product growth relative to your peers.
The SuperRatings Statistics Application takes superannuation research to a new level offering comprehensive Surveys and comparative Reports that detail growth in:

  • Funds Under Management
  • Membership
  • Contribution flows.

With this application, not only do we deliver the ‘story’ behind the data, but we deliver it accurately and more timely than elsewhere in the industry. Data is refreshed on a quarterly basis at a fund and product level, and both current and historical data is available. Refreshed data is available within six weeks of the preceding quarter.

From a selection universe of over 180 major trusts and over 470 products from across industry, retail, corporate and government sectors, surveys and comparison reports can be generated and tracked across:

  • FUM, member, employer, active member ratio and average account balance
  • Cashflow including inflow, outflow and percentage of assets
  • Cost per member and Management Expense Ratios
  • Comparison reports are available, including charts.

Interested in more information?

Contact


Phillip Hunt on 0404 846 366 or philliph@superratings.com.au
Alfons Fiorindo on 0405 112 439 or Alfons@superratings.com.au

For more information please fill out an expression of interest form.

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Media

Super Funds Bounce back from September Losses

November 20th 2014

Following the 0.6% fall recorded in September, Australian superannuation funds bounced back in October with the median Balanced option recording a 1.2% rise for the month. This increased the median return for the Financial Year to date to 2.9%, up from 1.6% at the end of September, with returns over the 12 months to 31 October 2014 now sitting at 8.5%.


SuperRatings Release Findings from their latest Pension Benchmark Report

November 3rd 2014

As a leading provider of research, benchmark and consulting services to the Australian superannuation industry, SuperRatings is pleased to release findings from our latest Pension Benchmark Report.