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The Heron Partnership
The Heron Partnership ("Heron") utilises a holistic methodology to assess and rate the various components of a superannuation fund, grouped under 5 Areas of Importance developed by Heron of Investment Arrangements, Contributions, Ancillary Benefits, Communications and Insurance. Heron assesses about 150 features under these Areas of Importance to develop its comparative product ratings ("the Heron ratings").
Heron’s primary goal with the Heron ratings is to provide a realistic and objective representation of the strengths and weaknesses of a product.
Heron’s Quality Star Ratings for superannuation funds have 5 levels:
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Equity Trustees - Freedom of Choice - Corporate Superannuation has been awarded with 5 Stars.
The Heron ratings are based on analysis of information such as product disclosure statements provided by third parties, as well as general market knowledge. Such information is considered to be accurate at the time a particular product is rated by Heron. However, Heron gives no guarantee or warranty and makes no representation as to the accuracy or correctness of any third party information and accepts no responsibility for any inaccuracy or incompleteness in the third party information provided to it. Heron makes no guarantee or warranty in relation to the investment component or rate of return of any product that it rates.
The Heron ratings have been produced without taking into account an individual’s financial needs, circumstances and objectives. To the extent that the Heron ratings may constitute financial product advice, they are general financial product advice only, and any person should, before acting on such advice, assess the appropriateness of the advice having regard to their own financial situation and consult a licensed financial adviser before making any changes to their financial affairs.
Please refer to Heron’s Financial Services Guide for Superannuation Ratings for additional information about that organisation and their ratings methodology at
www.heronpartners.com.au
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