With convenient access to a wide range of managed funds, OneAnswer Frontier Pension keeps your super invested and pays you a tax-effective income for your retirement.
You’ll have more than 80 options to choose from, giving you flexibility to invest for your retirement income and goals. A simple and transparent fee structure makes it easy to get the best value from your investments and rely on trusted experts in managed investments and index investing.
It is suited to 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.
- Extensive investment options - access to over 80 managed funds from leading investment managers.
- Competitively priced OnePath index funds- choose from 11 single sector and diversified index funds managed by leading global manager, Invesco.
- MultiSeries multi-manager solution - access a range of funds that are predominantly actively managed and are offered at a lower cost when compared to other fully-active multi-manager funds.
- Regular Income - elect to receive your pension income stream monthly, quarterly, half-yearly or yearly.
- Flexible income payments - you can also select the date your payments are credited to your nominated account - on or about the 7th, 14th, 21st or 28th day of the relevant month.
- 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?
- Competitively priced OnePath index funds.
- A low-cost MultiSeries multi-manager solution.
- A range of single manager funds managed by a selection of leading fund managers.
OneAnswer Frontier Pension is issued by OnePath Custodians Pty Limited (OPC) ABN 12 008 508 496 AFSL 238346. OPC is part of the Insignia Financial group of companies comprising Insignia Financial Ltd (formerly IOOF Holdings Ltd) (ABN 49 100 103 722) and its related bodies corporate.
This information is of a general nature and has been prepared without taking into account of your objectives, financial situation or needs. You should consider whether the information is appropriate for you having regard to your objectives, financial situation and needs. We recommend that you read the relevant Product Disclosure Statement (PDS) or Target Market Determination available here, or by calling 133 665 before deciding whether to acquire, or to continue to hold, the product.