Adviser one answer

OneAnswer Personal Super

OneAnswer Personal Super is a complete superannuation solution designed to support your clients' in maximising and protecting their wealth. OneAnswer Personal Super offers a comprehensive range of investment funds providing the flexibility to tailor an ideal investment solution for your clients.

 

Key Features

  • Comprehensive investment choice - provide your clients access to over 80 investment funds from over 25 managers.
  • Access to OptiMix - a selection of 12 multi-manager investment funds.
  • Choice of OnePath Multi-manager funds – that blend active and passive management.
  • Flexible remuneration options – Choose from Entry Fee and Nil Entry Fee options.
  • 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.
  • Regular investment plan - provide your clients access to invest regularly and conveniently via direct debit.
  • Dollar Cost Averaging plan - manage and spread of your clients’ risk of investing by establishing a plan to regularly switch into your selected investment funds over time.
  • Switching - tailor you clients' investments by conveniently switching between funds as their financial objectives change over time.

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

$2,000
($1,000 for accounts with a Regular Investment Plan and
$25,000 for MoneyForLife investment funds*)

Minimum additional investment

$0
($10,000 for MoneyForLife investment funds*)

Minimum regular investment

$0

Minimum switch

$0
($10,000 for MoneyForLife investment funds*)

Minimum total balance

$2,000

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 Personal Super. 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 you making any decision to invest through OneAnswer Personal Super.

You should read the PDS and consider whether this product is right for you. The PDS is issued by OnePath Custodians Pty Limited (OnePath Custodians) 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 your personal needs and financial circumstances. You should consider the appropriateness of the advice, having regard to your objectives, financial situation and needs.