OneAnswer Frontier Pension

OneAnswer Frontier Pension

OneAnswer Frontier Pension allows you to keep your super invested in a comprehensive range of managed funds – while paying you a tax-effective income to fund your retirement. It is suitable for investors that want to:

  • transfer their superannuation savings to a pension
  • defer any lump sum tax on cashing in their superannuation
  • receive a regular income from their retirement savings
  • take advantage of pension tax concessions
  • have a death benefits income stream.

Key Features

  • Extensive investment options - access to over 80 managed funds from leading investment managers.
  • Access to OptiMix - a selection of 12 multi-manager investment funds.
  • Choice of OnePath Multi-manager funds - that blend active and passive management.
  • 'At-Call' access - your pension can be accessed via a fully integrated Cash Management Account facility allowing you 'At-Call' access to your income through ANZ ATMs, EFTPOS, ANZ Branches, ANZ Internet Banking and ANZ Phone Banking.
  • Regular Income - elect to receive your pension income stream monthly, quarterly, half-yearly or yearly.
  • Switching - tailor your investments by conveniently switching between investment funds as your financial objectives change.
  • Online access - track and manage your account online through My OnePath.
  • Dollar Cost Averaging plan - manage and spread the risk of investing by establishing a plan to regularly switch into your selected investment funds over time.
  • Estate planning - you can nominate who you wish to receive your benefit in the event of your death.

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

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 appropriate Product Disclosure Statement (PDS) prior to you making any decision to invest through OneAnswer Frontier Pension.

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. You should read the Product Disclosure Statement (PDS) and consider whether this product is right for you.

The information provided is of a general nature and does not take into account your personal needs and financial circumstances. You should consider the appropriateness of the advice, having regard to your objectives, financial situation and needs.