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Regulation
29 August 2025 by Keith Ford

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SuperRatings to target planners

  •  
By Christine St Anne
  •  
4 minute read

SuperRatings will feed its data through Lonsec's adviser client base.

Financial planners will be able to access superannuation fund research from SuperRatings as the firm looks to widen its client base.

The move follows Financial Research Group's (FRG) purchase of Lonsec from Zurich in June. FRG also owns SuperRatings.

"We will look to provide data on superannuation funds through Lonsec," SuperRatings chair Jeff Bresnahan said.

Bresnahan said it would be an initiative driven by Lonsec.

 
 

"Lonsec knows how advisers want to receive that data, so it will be up to them to develop the product," he said.

Lonsec provides ratings and research on managed funds to advisers and dealer groups.

SuperRatings overhauled its business following the acquisition of Lonsec. 

Both SuperRatings and Lonsec were consolidated into FRG. Former SuperRatings chief executive Jason Clarke moved into the role of managing director of the merged group. 

At the same time, the firm appointed Nathan MacPhee as SuperRatings chief executive.

Bresnahan said the merging of the two groups meant SuperRatings now aimed to provide "advisers and dealer groups with as much information as they need to effectively manage their practices".

"Part of the reason behind the two entities merging is to provide the only end-to-end service for the financial planning industry," he said.

Earlier this week, Morningstar Australasia announced former Lonsec general manager of research Grant Kennaway would join the firm as head of fund research for the Asia-Pacific region.