Investment, Insurance, Superannuation
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.
| 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.) |
% or $ as agreed with client |
|
Deferred |
1 year term – 0.75% |
* The minimum investment amounts outlined above for MoneyForLife investment funds refer to the entire balance invested in MoneyForLife investment funds. Refer to the OneAnswer Personal Super and Pension Additional Information Guide for more information.
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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.
