Retail investment platform
Mason Stevens Super
Mason Stevens Super provides an account for an adviser-selected investment portfolio, with super and pension administration in one service.
THE OVERVIEW
About Mason Stevens Super
It is a separate superannuation product within the Mason Stevens investment business. The investment choices and fees depend on the portfolio arranged for the member.
Who can join
Access and portfolio arrangements are handled through an adviser. Review the super PDS rather than relying on the wider firm's investment-service material.
THE SUPERGURU VIEW
Our take
A candidate for an advised member who needs portfolio services and can explain what they add to a simpler diversified option.
Based on the cited product features. These are general reasons to investigate the fund, not a personal recommendation. Supporting sources.
THE NUMBERS
Fees and investment returns
Use the product, investment option and employer plan on your statement. Lifecycle members need to choose the relevant stage. APRA's investment pathways may include closed options held by existing members.
No investment pathway has been matched to this profile in the June 2026 APRA package. Read the fee and performance notes below and use the fund's current documents. Absence from this dataset is not a performance-test failure.
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.
A CLOSER LOOK
Inside Mason Stevens Super
Accounts and products
Mason Stevens Super and pension.
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.
Insurance
Ask the adviser to identify the available insurer, eligibility and terms in the current super disclosure before arranging or replacing cover.
Retirement income
Super and pension accounts have different cash requirements and payment needs.
Advice and support
An adviser helps select and manage the portfolio. Adviser remuneration is additional to the platform's standard cost example.
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.
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.
Features worth considering
Consolidated administration of an advised investment portfolio.
Separate guidance on the cash needed for super and pension accounts.
THE LEGAL FUND
Fund size in APRA's annual reporting
Mason Stevens Super
At 30 June 2025. These are legal-fund totals, which can include several products and more than one account per person.
APRA annual fund-level statistics, June 2025. These older totals can differ substantially after mergers. Size is not a measure of suitability or investment quality.
Sources for Mason Stevens Super
Checked 2026-09-11. Documents and product terms can change after this date.