Adviser retirement OneAnswer pension

OneAnswer Pension

OnePath’s OneAnswer Pension allows your clients' to keep their super invested in a comprehensive range of managed funds while paying them a tax-effective income to fund their retirement.

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.
  • Flexible remuneration options – Flexible One-off, & Ongoing Adviser Service Fee options.
  • '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.

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
($25,000 for MoneyForLife investment funds*)

Minimum additional investment

Not Applicable

Minimum regular investment

$0

Minimum switch

$0
(MoneyForLife Switch in - $10,000*)

Minimum total balance

$1,000

Minimum withdrawal

$0

Fee options

Flexible fee options

Entry Fee and Nil Entry Fee options

Fee rebates

Available for account balances over $100,000

The information provided in this table is a brief outline of the major features of OneAnswer 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 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.