Adam Gee

AdviserLogic is to work with superannuation research provider, SuperRatings to offer financial advisers the ability to thoroughly and extensively research and compare clients’ existing and proposed superannuation arrangements.

“Advisers must meet their obligations under the Best Interests Duty,” said AdviserLogic head of product development Daniel Gara. “When advising on superannuation, this means they must be able to properly and extensively consider the many superannuation options available to their clients. The SuperRatings research tool now allows AdviserLogic users to do this quickly and efficiently.”

Mr Gara said AdviserLogic chose to work with SuperRatings because it offers the breadth of coverage, depth of analysis and level of insight advisers need in order to make decisions about their clients’ superannuation arrangements.

“Efficiency is our obsession,” he said. “We believe the SuperRatings research tool will dramatically reduce the amount of time advisers and support staff spend on entering and extracting client and industry data making the process faster, more thorough and more efficient.”

In the first instance a link will be provided to AdviserLogic users to access data from the Superatings website. In the coming months AdviserLogic will be developed to integrate all the necessary data within the solution. “This means advisers can meet compliance obligations when comparing their clients existing super to recommended super solutions,” Mr Gara said.

SuperRatings has been providing its research tool to public offer and industry super funds for many years and has long-established relationships with a range of industry, retail and corporate super funds. “The established connections SuperRatings have are really important to us,” Mr Gara said. “It means they are able to obtain the data needed by advisers and interpret it in a way that can be compared and implemented easily.”

SuperRatings CEO, Adam Gee, said, “We are pleased to work with AdviserLogic by providing in-depth superannuation fund research, which will assist advisers offer quality advice covering both the retail and not for profit sectors.”

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The award recognises Australian Ethical’s significant product changes that have benefited its members, including removing up-front fees and improving insurance.

SuperRatings CEO Nathan MacPhee said, “Australian Ethical was awarded our Rising Star award due to its significantly enhanced value for money with reduced fees and an improved insurance offering, while improving client service levels. ”

Australian Ethical Managing Director Phil Vernon said, “We are very proud to be recognised by respected industry researcher SuperRatings as a superfund that is increasingly providing great value for members, not just compared to other ethical or responsible investment options but compared to all the funds that SuperRatings surveys.”

“We have always had the highest conviction to ethical standards and believe our clients also deserve competitive investment returns, products and services. We have been on a path of improving these areas over the past few years and we are pleased that our efforts are recognised.”

The announcement comes on the back of a stellar month for Australian Ethical Investments, having also retained the Lonsec ‘Recommended’ rating for its flagship active Australian equities fund, the Smaller Companies Trust.

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