The services of most interest to our corporate clients and institutions are:

Our CorporateSuper Research provides comprehensive information about the corporate products of the leading superannuation providers in Australia, including master trusts and industry funds.

Similarly, our PersonalSuper and Pension Research provides comprehensive information about the personal and pension funds of those same superannuation providers.

These research services are available by subscription or under licence. For more information, please contact us.

Our ratings sum up our overall view on the merits of a particular fund relative to industry best practice. Funds are awarded a rating from 5 Apples (the highest) to 1 Apple (the lowest).

We produce separate ratings for corporate funds and for personal funds. You can view our current ratings

for corporate funds
for personal funds
for pension funds

Our Multi-Manager Performance Survey provides an insight into the performance of multi-manager products. These now dominate the corporate super market and are making rapid inroads into the personal and pension market as well. The survey covers a broad cross-section of funds, including public sector funds, master trusts, industry funds, implemented consultants.

Our Implemented Consulting Survey focuses on the skills of Australia’s leading asset consultants, as demonstrated by the performance of their own implemented products. It shows how they are performing against their peers, and against the broader universe of funds.

Sample Multi-Manager Survey
Sample Implemented Consulting Survey

For more information, please contact us

We provide consulting services primarily to employers and superannuation fund trustees. Our advice is based on the in-depth research we conduct on superannuation funds, pension funds, asset consultants and multi-manager products.

During the past ten years, we have been particularly involved in providing strategic advice and managing tenders for employers wishing to outsource their superannuation. In that time, we have handled the majority of the large corporate outsourcings ($200m +) that have been put to tender. Our consulting services focus on investment, administration and member services.

For superannuation fund trustees, we typically advise on the selection of an asset consultant, implemented consultant or administrator.

For more information about our consulting services, please contact us.