HeirWealth Launches WealthSweet After-Tax Performance to help Superannuation Funds and Custodians meet APRA demands

Australian-based WealthTech platform HeirWealth has today announced the launch of WealthSweet After-Tax Performance, a specialised reporting solution designed to give superannuation funds and custodians deeper insight into the real, after-tax performance of their investments.

Regulators, including the Australian Prudential Regulation Authority (APRA), have placed increased emphasis on after-tax outcomes, with the MySuper Heatmap methodology highlighting the importance of tax-aware reporting. Traditional pre-tax benchmarks are no longer sufficient for demonstrating value to members, boards, and regulators.

Commenting on the launch, HeirWealth’s Founder and CEO, Ray Tubman, said:

“Super funds are under pressure to demonstrate value for members beyond headline returns. With WealthSweet After-Tax Performance, we’re giving funds the clarity they need to measure investment strategies against a truly tax-adjusted benchmark – improving governance, transparency, and confidence in outcomes.”

WealthSweet After-Tax Performance enables funds to:

• Benchmark accurately: Generate tax-aware benchmarks that mirror the fund’s opening tax position and capital flows.
• Handle complexity: Correctly process corporate actions such as takeovers, mergers, reconstructions, and schemes of arrangement.
• Integrate seamlessly: Use HeirWealth’s optimised tax calculator or plug in existing pre-calculated tax results.
• Report in detail: Break down performance attribution across growth, income, FX, and tax – right down to the individual investment.

The new offering extends HeirWealth’s WealthSweet components, which already powers performance reporting and client-ready analytics for multiple UK platforms. By offering a solution specifically aligned with APRA methodology, WealthSweet After-Tax Performance provides funds with a governance-ready framework that meets today’s regulatory expectations.

Learn More Here: https://wealthsweet.com/after-tax-performance/