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OneAnswer Frontier Pension

OneAnswer Frontier is a comprehensive fee for service advice solution for your clients’ superannuation, retirement and investment planning needs. It offers outstanding value to clients while delivering greater simplicity and efficiency to your business.

Overview

Key Features

  • Comprehensive investment options - access to over 80 managed funds from leading investment managers.
  • Access to OptiMix - a selection of multi-manager investment funds.
  • Choice of OnePath Multi-manager funds - that blend active and passive management.
  • 'At-Call' access - provide your clients access to a fully integrated Cash Management Account that will enable 'At-Call' access to their income through ANZ ATMs, EFTPOS, ANZ Branches, ANZ Internet Banking and ANZ Phone Banking.
  • Switching - tailor your clients investments by conveniently switching between funds as their financial objectives change over time.
  • Estate planning - allow your clients to setup Reversionary Pensioner, Binding Nomination or Non-binding Nominations.
  • Regular income payments - allow your clients to receive their pension income stream monthly, quarterly, half-yearly or yearly.
  • Powerful online services - OneAnswer provides you access to powerful online services including online application and maintenance transaction forms, integration with Xplan financial planning software and detailed performance reports.
  • InvestorBenefits – provide your clients' access to a range of discounts and special offers through OnePath's exclusive benefits package.

What investment funds are available?

  • OptiMix Manage the Managers (MTM) funds
  • OnePath Multi-manager funds
  • A range of single manager funds managed by a selection of leading fund managers

Account Features

Minimum amounts

Minimum initial investment

$20,000

Minimum additional investment

Not Applicable

Minimum regular investment

$0

Minimum switch

$0

Minimum total balance

$1,000

Minimum withdrawal

$0

Adviser Service Fee Options

One-Off

% or $ as agreed with client

Ongoing (p.a.)
(Deducted monthly)

% or $ as agreed with client

Forms & brochures

Advisers, to order printed copies or view adviser-only material, including OneAnswer //Select products, please ensure you are logged in to Adviser Advantage

Updates

Product update Date

  OneAnswer - investment menu changes (63kB PDF)

July 2013

  OneAnswer Standard Risk Measure fact sheet and methodology (41kB PDF)

July 2013

  OneAnswer BlackRock Asset Allocation Alpha Fund update – transition to a replacement fund (63kB PDF)

June 2013

  OneAnswer Personal Super and Pension and OneAnswer Frontier Personal Super and Pension – OnePath and OptiMix Diversified Funds – updated disclosure for Alternative Assets (41kB PDF)

June 2013

  OneAnswer Investment Portfolio and OneAnswer Frontier Investment Portfolio OnePath and OptiMix Diversified Funds – updated disclosure for Alternative Assets  (47kB PDF)

May 2013

  Strategic asset allocation changes to the OnePath Capital Stable Fund  (41kB PDF)

May 2013

  OneAnswer BlackRock Asset Allocation Alpha Fund - termination date extended (47kB PDF)

April 2013

  OnePath Mortgages Fund – Important information on underlying investments (41kB PDF)

April 2013

  OnePath Mortgage and Income Plus Funds - Additional Information (45.1kB PDF)

March 2013

  Update – OneAnswer BlackRock Asset Allocation Alpha Fund (41kB PDF)

March 2013

  OneAnswer AXA Australian Property Fund - return of balance  (41.1kB PDF)

February 2013

  Change of distribution frequency for some investment funds (56kB PDF)

January 2013

  OnePath Mortgages Fund – Important information on underlying investments (41.1kB PDF)

January 2013

  Mortgage and Income Plus Funds - Additional Information (229kB PDF)

December 2012

  OnePath Mortgage and Income Plus Funds – Additional Information (131kB PDF)

November 2012

  AXA funds to adopt AMP branding (44kB PDF)

November 2012

  OnePath Mortgage and Income Plus Funds – Additional Information (130kB PDF)

August 2012

  Product Disclosure Statements – legislation changes 2012 (42kB PDF)

July 2012

  OnePath Active Growth and OnePath Conservative funds – Strategic Asset Allocation changes (49kB PDF)

June 2012

  Update on Challenger – introducing Fidante Partners (43kB PDF)

June 2012

  OnePath Mortgage and Income Plus Funds – Additional Information (80kB PDF)

May 2012

  Strategic asset allocation changes to BlackRock Scientific Diversified Growth fund (30kB PDF)

April 2012

  Change of distribution frequency for some investment funds (21kB PDF)

February 2012

  OneAnswer product update February 2012 (64kB PDF)

February 2012

  OnePath Mortgage and Income Plus Funds – Additional Information (81kB PDF)

February 2012

  OnePath Significant Event Notice 27 Feb 2012 (68kB PDF)

February 2012

  OnePath Significant Event Notice 17 Feb 2012 (68kB PDF)

February 2012

  OnePath Expense Recovery Notice (68kB PDF)

February 2012

  OnePath Mortgage and Income Plus Funds – Additional Information (155kB PDF)

November 2011

  OnePath Mortgage and Income Plus Funds – Additional Information (85kB PDF)

August 2011

  2011 Annual Statements - additional explanatory notes (64kB PDF)

July 2011

  OnePath Mortgage and Income Plus Funds – Additional Information (381kB PDF)

May 2011

Fund performance

Advisers, to view adviser-only material, please ensure you are logged in to Adviser Advantage

The information provided in this table is a brief outline of the major features of OneAnswer Frontier Pension. It is intended as a quick and easy reference source for investors. The table should not be used as a substitute for reading the Product Disclosure Statement (PDS) prior to making any decision to invest. This information is subject to change. This information must not be reproduced without the issuer’s prior written permission.

Potential investors should read the PDS available here and consider whether the product is right for them. The PDS is issued by OnePath Custodians Pty Limited ABN 12 008 508 496 RSE L0000673 AFSL 238346 and should be read in conjunction with all material that is applied, adopted or incorporated by the PDS.

The information provided is of a general nature and does not take into account an investors personal needs and financial circumstances. A potential investor should consider the appropriateness of the advice, having regard to their objectives, financial situation and needs. The issuer does not promise any rate of return, or that there will be no capital loss or taxation consequences for investment.