Our research-based tools will support you to provide sound product replacement advice. Our Switching Tools enable you to weigh up the relative merits of funds using quality research and demonstrate you're acting in your client's best interests.
Comparing super or pension funds isn't easy. You can't just rely on published information because funds differ so much in the information they disclose and how they disclose it.
This raises problems for you and, potentially, for your dealer group.
- You risk spending too much time on researching the 'from' and 'to' funds. To do the job properly you need to do far more than just extract information from PDSs. That information can be inconsistent, and you need much more detail before you can draw fair comparisons.
- Again, it's not enough to just plug into your software data that is sourced from the funds themselves. That data needs to be questioned and modified to ensure that it's truly comparable, and assist you to pass the due diligence test.
- For your dealer group, there's a compliance risk if any adviser in the network is making recommendations on super that aren't supported by high quality research.
Contact us today to talk more about our research and tools.
Data you can trust
We research and compare over 440 super, pension and investment products including industry funds, corporate funds, personal funds, public sector funds and wraps. We do a lot of research work behind the scenes to allow you to make like with like, 'apples with apples' comparisons.
Our methodology has been tried and tested over many years and has been found to be robust and accurate.