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Mason Stevens Super vs Netwealth

Compare what each fund offers, then choose investment options to put their published costs and returns side by side.

By SuperGuru Group · Research checked 11 September 2026 · Historical APRA figures to 30 June 2026

Mason Stevens Super

Retail investment platform

Mason Stevens Super provides an account for an adviser-selected investment portfolio, with super and pension administration in one service.

Membership

Access and portfolio arrangements are handled through an adviser. Review the super PDS rather than relying on the wider firm's investment-service material.

Netwealth

Retail platform

Netwealth Super Accelerator is a platform for building and administering a selected investment portfolio. Core and Plus have different investment menus.

Membership

Check the product's application requirements and whether a financial adviser will manage the account.

Compare fees and investment returns

Choose the actual investment pathway for each account. For lifecycle products, select the named stage relevant to you. No stage is selected automatically.

Choose an investment option to see the figures

The costs and returns belong to the selected product, option or lifecycle stage.

Source: APRA Comprehensive Product Performance Package 2026, published 28 August 2026. Fees reflect the reporting year to 30 June 2026, are net of tax, use standard arrangements and exclude member-activity fees. Dollar figures are rounded. They are not a current quote. Check the latest PDS for changes, insurance premiums and any separately charged advice.

Returns are annualised historical results. Different return bases, risk levels and periods cannot be treated as interchangeable. MySuper net returns use a $50,000 representative balance even when you change the fee balance. A lifecycle stage return does not track a person moving between stages. Missing figures mean not reported, not zero. Past returns do not predict future returns. Read our method and APRA's definitions.

How the products differ

Mason Stevens Super and Netwealth: product features and conditions
What to compareMason Stevens SuperNetwealth
Membership and access

Access and portfolio arrangements are handled through an adviser. Review the super PDS rather than relying on the wider firm's investment-service material.

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Check the product's application requirements and whether a financial adviser will manage the account.

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Accounts and products

Mason Stevens Super and pension.

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Super Accelerator Core and Super Accelerator Plus, with pension account options.

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Investment choices

The platform gives access to managed investments and portfolio services. The PDS includes a Foundation ETF Balanced example, but that example is not every member's portfolio.

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Core has a narrower menu of funds, models and income investments. Plus has broader managed-fund and listed-investment access.

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Insurance

Ask the adviser to identify the available insurer, eligibility and terms in the current super disclosure before arranging or replacing cover.

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Personal Super members can apply for group cover or eligible individual LifeWRAP policies, including death, TPD and income protection.

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Retirement income

Super and pension accounts have different cash requirements and payment needs.

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Pension functionality is part of Super Accelerator; available investments and cash needs should be reviewed for the drawdown period.

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Advice and support

An adviser helps select and manage the portfolio. Adviser remuneration is additional to the platform's standard cost example.

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The platform supports a nominated financial adviser, with agreed advice fees separate from investment and platform costs.

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Fee details to check

Include account fees, administration, the cash margin, investment costs and adviser charges. The PDS's worked example uses $48,000 in a model and $2,000 in cash, which affects the result.

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Include fixed and balance-based administration charges, underlying fund or model costs, trading costs and advice. A quoted Core administration percentage excludes additional fixed or minimum fees.

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Comparing investment performance

Assess the selected investments and actual cash allocation. A model's published return does not necessarily include all account and advice costs.

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Performance belongs to the selected investments and the member's allocation, not the Netwealth brand.

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THE SUPERGURU VIEW

Our take on Mason Stevens Super

Editorial assessment

A candidate for an advised member who needs portfolio services and can explain what they add to a simpler diversified option.

What deserves a closer look

  • Super normally needs the greater of $2,000 or 2% in cash, capped at $15,000; pension requirements are higher.
  • Trading, cash and advice costs can materially change the total.

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Based on the cited product features. These are general reasons to investigate the fund, not a personal recommendation. Supporting sources.

THE SUPERGURU VIEW

Our take on Netwealth

Editorial assessment

Best researched when an advised or self-selected portfolio needs the investments and reporting functions the platform provides.

What deserves a closer look

  • Do not assume a zero platform investment-fee line means the underlying investments are free.
  • An SMSF service is a different product and responsibility structure.

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Based on the cited product features. These are general reasons to investigate the fund, not a personal recommendation. Supporting sources.

Before choosing between Mason Stevens Super and Netwealth

Use the membership rules to establish which accounts are available to you. Then compare the total price of the investment option and cover you need. A lower fee or higher historical return alone does not tell you which fund is suitable.

Ask both funds to confirm insurance acceptance, exclusions, waiting periods and whether cover would change when you leave your employer. Obtain advice before giving up a defined benefit or an insurance policy you may not be able to replace. ASIC Moneysmart explains the comparison checks.

Read the full Mason Stevens Super profile · Read the full Netwealth profile · Choose another comparison

Sources for Mason Stevens Super

Checked 2026-09-11. Documents and product terms can change after this date.

  1. Super product disclosure
  2. Additional information
  3. Cash requirements

Sources for Netwealth

Checked 2026-09-11. Documents and product terms can change after this date.

  1. Compare super options
  2. Core investment range
  3. Super Accelerator PDS