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Transaction costs


Trustee and Fund information


End of financial year documents


Product Updates

ANZ OneAnswer

Continuous Disclosure Notice - Index option investment menu changes (PDF 73kB)

Continuous Disclosure Notice - OnePath Diversified Fixed Interest Trust (PDF 100kB)

Continuous Disclosure Notice - OnePath Diversified Credit Trust (PDF 102kB)

Product Update - new Adviser Service Fee type for ANZ OneAnswer (PDF 56kB)

Product Update - More Flexible Super changes (PDF 84kB)

Product Update - Updated Standard Risk Measure 2021 (PDF 73kB)

Continuous Disclosure Notice - OnePath Alternatives Growth Fund Portfolio Improvements (PDF 78kb)

Product Update: Advice fee changes 1 July 2021 (PDF 234kB)

Product Update - Reduction of Minimum Pension Continues into 2021/22 (PDF 84kB)

Product Update – Federal Budget 2021/22 (PDF 82kB)

OnePath and OptiMix diversified funds: review and adjustment of strategic asset allocations – May 2021 (PDF 154 kB)

Continuous Disclosure Notice - Investment fund changes (PDF, 128kB)

Continuous Disclosure Notice - Vanguard and OnePath index funds (PDF, 76kB)

ANZ OneAnswer PDS Update – Addition of Ardea Real Outcome Fund (PDF, 345kB)

Product Update - ANZ OneAnswer Investment Portfolio capital gain distributions January 2021 (PDF, 74kB)

PDS Update – Janus Henderson Global Fixed Interest Total Return - Fund termination (PDF, 275kB)

Updated Indirect Costs and Ongoing Fees - Investment Portfolio (PDF, 260kB)

Updated Indirect Costs and Ongoing Fees - Investment Portfolio //Select (PDF, 267kB)

ANZ OneAnswer Investment fund profile changes - December 2020 (PDF, 86kB)

Updated ANZ OneAnswer Standard Risk Measure 2020 (PDF, 87kB)

Product Update – Buy-Sell Spreads June 2020 (PDF, 186 kB)

Product Update - Buy-Sell Spreads April 2020 (PDF, 147 kB)

Product Update - Buy-Sell Spreads March 2020 (PDF, 131 kB)

Customer Notice - BlackRock Scientific Diversified Growth Fund (PDF, 543kB)

ANZ OneAnswer Investment Portfolio - Updated Indirect Costs - Decemeber 2019 (PDF, 104kB)

OneAnswer Investment fund profile changes - December 2019 (PDF, 116kB)

2019 Super Advantage - Important information and updates (PDF, 118kB)

ANZ Superannuation Savings Account Member Update 2019 (PDF, 759kB)

Updated ANZ OneAnswer Standard Risk Measure 2019 (PDF, 138kB)

End of Financial Year 2019 - statement availability (PDF, 43kB)

Product Update: Investment profile changes - June 2019 (PDF, 350kB)

EOFY 2019 contribution cut-off dates - May 2019 (PDF, 182kB)

Product Update – investment manager replacement for some OnePath Tax Effective Income Fund strategies (PDF, 42kB)

PDS Update - OptiMix Global Smaller Companies Shares (PDF, 52kB)

Product Update - a new single manager approach for OptiMix Global Smaller Companies Shares (PDF, 37kB)

Customer Notice - Updated Indirect Costs - ANZ OneAnswer Investment Portfolio (PDF, 56kB)

PDS Update - changes to fees and costs - OneAnswer Investment Portfolio (PDF, 576kB)

Product update - change of name for some investment funds (PDF, 38kB)

ANZ OneAnswer Investor Update July 2018 (PDF, 2.1MB)

Updated ANZ OneAnswer Standard Risk Measure 2018 (PDF, 257kB)

New Underlying Investment Managers for OnePath Australian Share Funds (PDF, 48KB)

Updated information - ANZ OneAnswer Transition to Retirement accounts (PDF, 177KB)

Expense recovery notice (PDF, 168kB)

OptiMix Enhanced Cash Trust - removal of an investment manager (PDF, 33kB)

Name Change for the Henderson Global Fixed Interest Total Return Fund (PDF, 116kB)

ANZ OneAnswer - closure of selected investment funds (PDF, 176kB)

Changes to the underlying managers of the OnePath Alternatives Growth Fund (PDF, 92kB)

Investment strategy change to the OnePath Global Property Securities Fund (PDF, 56kB)

OptiMix and OnePath diversified funds: review of asset allocation ranges (PDF, 128kB)

Enhancements to the OneAnswer investment menu – replacement funds (PDF, 96kB)

Changes to OnePath Tax Effective Income Trust (PDF, 48kB)

Updated ANZ OneAnswer Standard Risk Measure (PDF, 44kB)

Changes to ANZ OneAnswer – Zurich Investments Global Thematic Shares fund (PDF, 55kB)

ANZ OneAnswer Investor Update July 2017 (PDF, 2.05MB)

Changes to strategic asset allocation for OneAnswer Vanguard diversified funds (PDF, 72kB)

2016/17 Federal Budget Proposals Now Law (PDF, 104kB)

2017 Annual Australian Prudential Regulation Authority (APRA) Levy and Regulatory Change Levy (PDF, 60kB)

OnePath Custodians - Claims Philosophy (PDF, 77kB)

Underlying fund changes - Goldman Sachs Income Plus Fund (PDF, 32kB)

Investment strategy change for the OptiMix Geared Australian Shares Fund offered through OneAnswer products (PDF, 88kB)

Investment objective changes for the OnePath and OptiMix diversified funds February 2017 (PDF, 64kB)

OnePath Balanced Trust September 2016 distribution (PDF, 228kB)

ANZ OneAnswer Standard Risk Measure 2016 update (PDF, 80kB)

ANZ OneAnswer Investor Update July 2016 (PDF, 684kB)

OptiMix and OnePath diversified funds: review of asset allocation ranges (PDF, 112kB)

Vanguard investment funds - Special distributions paid on 4 May 2016 (PDF, 36kB)

Changes to investment structure for Vanguard funds (PDF 40kB)

OneAnswer Investment Menu Changes 2016 (PDF 92kB)

Name Changes for some Investment Options (PDF 32kB)

2016 Annual Australian Prudential Regulation Authority (APRA) Levy and Stronger Super Levy (PDF 44kB)

OneAnswer and OptiMix – insurance update (PDF 152kB)

Insurance - update to the Duty of disclosure for new and existing members (PDF 172kB)

Changes to the strategic asset allocation for the Perpetual funds (PDF 96kB)

Early access to superannuation for people with terminal medical condition from 1 July 2015 (PDF 76kB)

Change to the distribution frequency for BT Core Australian Shares (PDF 84kB)

ANZ OneAnswer Investment Portfolio update to June quarterly statements (PDF 60kB)

Product Update and Continuous Disclosure Notice: Changes to ANZ OneAnswer’s OnePath Alternatives Growth fund (PDF 180kB)

UK Pension Transfers to the OnePath MasterFund (PDF 44kB)

Hedging policy change for the underlying fund of the OneAnswer T. Rowe Price Global Equity Fund (PDF 52kB)

Important Information: Employer contribution obligations for SuperStream compliance (PDF 40kB)

Product Update - Bloomberg Indices (PDF 48kB)

Changes to strategic asset allocation for Perpetual funds (PDF 48kB)

ANZ OneAnswer - Superannuation Insurance Changes (PDF 60kB)

ANZ OneAnswer Investor Update July 2015 (PDF 1.09MB)

2015 Annual Australian Prudential Regulation Authority Levy (PDF 40kB)

ANZ OneAnswer Investor Update 2014 (PDF 1.95MB)

OptiMix and OnePath diversified funds alternative assets allocation range review (Investment Portfolio) (PDF 92kB)

OneAnswer Personal Super and Pension investment menu improvements (PDF 80kB)

OneAnswer Investment Portfolio investment menu improvements (PDF 92kB)

New underlying investment manager for the OnePath Global Emerging Markets Shares Fund (PDF 44kB)

New underlying investment manager for the OnePath Global Shares Fund (PDF 44kB)

Annual Australian Prudential Regulation Authority (APRA) Levy (PDF 32kB)

ANZ OnePath and OnePath Custodians Products - Privacy Law Changes (PDF 44kB)

OneAnswer BlackRock Scientific Diversified Growth Fund March 2014 (PDF 44kB)

OneAnswer Kapstream Absolute Return Fund (PDF 76kB)

OneAnswer - Enhanced disclosure for hedge funds - 1 February 2014 (PDF 72kB)

OneAnswer - Changes to Vanguard diversified funds (PDF 100kB)

Removal of member protection on small superannuation balances (PDF 32kB)

OneAnswer - changes to OptiMix and OnePath diversified funds (Superannuation) (PDF 160kB)

OneAnswer - changes to OptiMix and OnePath diversified funds (Investments) (PDF 164kB)

Government increases to the Australian Prudential Regulation Authority (APRA) Levy (PDF 128kB)

ANZ OneAnswer Investor Update 2013 (PDF 1.06MB)

OneAnswer Investment menu changes (PDF 96kB)

OneAnswer BlackRock Asset Allocation Alpha Fund - transition to a replacement fund (PDF 56kB)

ANZ OneAnswer Investment Portfolio OnePath and OptiMix Diversified Funds - updated disclosure for Alternative Assets (PDF 64kB)

OneAnswer BlackRock Asset Allocation Alpha Fund - termination date extended (PDF 32kB)

Distribution frequency update for selected funds - January 2013 (PDF 32kB)

Product Update: Annual Australian Prudential Regulation Authority (APRA) Levy 2015 (PDF 40kB)

ANZ OneAnswer Product Update - AXA Funds to adopt AMP brand - November 2012 (PDF 36kB)

ANZ OneAnswer - Update OnePath Active Growth, OnePath Conservative and OnePath Income funds (PDF 60kB)

ANZ OneAnswer - Update Challenger Property - introducing Fidante Partners (PDF 48kB)

Change of distribution frequency for some investment funds - February 2012 (PDF 40kB)

Update to Product Disclosure Statements - legislation changes 2012 (PDF 40kB)

Strategic asset allocation changes to BlackRock Scientific Diversified Growth fund - April 2012 (PDF 32kB)

ANZ OneAnswer - product update 27 February 2012 (PDF 72kB)

OnePath Significant Event Notice - 27 February 2012 (PDF 120kB)

OnePath expense recovery notice - 22 February 2012 (PDF 68kB)

ANZ OneAnswer - Expiry of government guarantee on the ANZ Flexible Term Deposit fund (PDF 76kB)

Change to underlying manager of international shares for Perpetual funds - ANZ OneAnswer and ANZ Super Advantage (PDF 64kB)

ANZ OneAnswer Personal Super and Pension Investor Update 2012 (PDF 1.00MB)

ANZ OneAnswer Investment Portfolio Investor Update 2012 (PDF 1.03MB)

Flood Levy on lump sum superannuation payments from 1 July 2011 (PDF 64kB)

Schroder Balanced Fund - April 2011 (PDF 72kB)

ANZ OneAnswer Personal Super and Pension Investor Update 2011 (PDF 1.07MB)

Fund closure- ING Global High Dividend fund (PDF 36kB)

Change of distribution frequency for selected funds - September 2010 (PDF 60kB)

Investment fund changes - 1 August 2010 (PDF 76kB)

Changes to Credit Suisse and Challenger investment funds and entities (PDF 72kB)

Important information on contributing to superannuation for members aged 65 and over - March 2010 (PDF 60kB)


ANZ Super Advantage

Product Update – Federal Budget 2021/22 (PDF 82kB)

Product Update - Buy-Sell Spreads March 2020 (PDF124 kB)

End of Financial Year 2019 - statement availability (PDF 43kB)

EOFY 2019 contribution cut-off dates - May 2019 (PDF 182kB)

The Super Advantage Magazine August 2018 (PDF 1.2MB)

The Super Advantage Magazine August 2017 (PDF 440kB)

2016/17 Federal Budget Proposals Now Law (PDF 104kB)

2017 Annual Australian Prudential Regulation Authority (APRA) Levy and Regulatory Change Levy (PDF 60kB)

OnePath Custodians - Claims Philosophy (PDF 77kB)

Changes to investment structure for Vanguard funds (PDF 40kB)

ANZ Super Advantage Standard Risk Measure 2016 update (PDF 48kB)

The Super Advantage Magazine July 2016 (PDF 732kB)

2016 Annual Australian Prudential Regulation Authority (APRA) Levy and Stronger Super Levy (PDF 44kB)

Insurance - update to the Duty of disclosure for new and existing members (PDF 172kB)

Changes to the strategic asset allocation for the Perpetual funds (PDF 96kB)

Changes to the OnePath Alternatives Growth fund (PDF 176kB)

UK Pension Transfers to the OnePath MasterFund (PDF 44kB)

2015 Annual Australian Prudential Regulation Authority Levy (PDF 40kB)

Important Information: Employer contribution obligations for SuperStream compliance (PDF 40kB)

OnePath GEM investment manager change (PDF 44kB)

Removal of member protection on small superannuation balances (PDF 32kB)

New underlying investment manager for the OnePath Global Shares Fund (PDF 48kB)

BlackRock benchmark change (PDF 44kB)




Wholesale Trusts


General updates








Financial Reports and Tax Guides

2021 – myTax Guide (PDF 1.2MB)

2021 – ANZ Annual Tax Statement Guide (PDF 1.2MB)

2021 – Attribution Managed Investment Trust Tax Guide (PDF 1.2MB)

2021 Annual Reports – booklet 1 (PDF 1.3MB)

2021 Annual Reports – booklet 2 (PDF 3.3MB)

2021 Annual Reports – OneAnswer Separate Account Trust (PDF 618kB)

2021 Annual Reports – Retail Mortgage Trusts (PDF 767 kB)

2021 Guide to Financial Reports – ANZ OneAnswer Investment Portfolio (PDF 1.1MB)

2020 Retirement Portfolio Service Annual Report (PDF 870kB)

2020 Annual Reports - booklet 1 (PDF 1.1MB)

2020 Annual Reports - booklet 2 (PDF 3.3MB)

2020 Annual Reports – booklet 3 (PDF 482kB)

2020 Annual Reports - OneAnswer Separate Account Trust (PDF 385kB)

2020 Annual Reports - Retail Mortgage Trusts (PDF 475kB)

2020 – myTax Guide (PDF 1.2MB)

2020 – ANZ Annual Tax Statement Guide (PDF 1.2MB)

2020 – Attribution Managed Investment Trust Tax Guide (PDF 534kB)

2020 – ANZ OneAnswer Pension and ANZ OneAnswer Term Allocated Pension Tax Guide (PDF 923kB)

2019 Retirement Portfolio Service Annual Report (PDF 853kB)

2019 Guide to Annual Reports – ANZ OneAnswer Investment Portfolio (PDF 66kB)

2019 - Annual Report - Booklet 1 (PDF 1.4MB)

2019 – Annual Report - OneAnswer Separate Account Trust (PDF 269kB)

2019 – Annual Report – Booklet 2 (PDF 4MB)

2019 – Annual Report – Retail Mortgage Trusts (PDF 410kB)

2019 - myTax Guide (PDF 2.2MB)

2019 - ANZ Annual Tax Statement Guide (PDF 1MB)

2019 - Attribution Managed Investment Trust Tax Guide (PDF 459kB)

2019 - ANZ OneAnswer Pension and ANZ OneAnswer Term Allocated Pension Tax Guide (PDF 938kB)

2018 - OnePath MasterFund Annual Report (PDF 996kB)

2018 - Guide to Financial Reports - ANZ OneAnswer Investment Portfolio (PDF 67kB)

2018 - Financial Report - Booklet 1 (PDF 1.2MB)

2018 - Financial Report - Booklet 2 (PDF 4MB)

2018 - OneAnswer Separate Account Trust (PDF 280kB)

2018 - Financial Report - Retail Mortgage Trusts (PDF 397kB)

2018 - myTax Guide (PDF 2MB)

2018 - ANZ Annual Tax Statement Guide (PDF 404kB)

2018 - Attribution Managed Investment Trust Tax Guide (PDF 404kB)

2017 - OnePath Master Fund Annual Report (PDF 400kB)

2017 - Guide to Financial Reports - ANZ OneAnswer Investment Portfolio (PDF 1.02MB)

2017 - Financial Reports - Booklet 1 (PDF 1.54MB)

2017 - Financial Reports - Booklet 2 (PDF 3.78MB)

2017 - Financial Reports - OneAnswer Separate Account Trust (PDF 682kB)

2017 - Financial Reports - Retail Mortgage Trusts (PDF 825kB)

2017 - ANZ Guide to completing your tax return using myTax (PDF 1.80MB)

2017 - ANZ Consolidated Tax Guide (PDF 476kB)

2016 - One Path Master Fund Annual Report (PDF 392kB)

2016 - Guide to Financial Reports - ANZ OneAnswer Investment Portfolio (PDF 144kB)

2016 - Financial Reports - Booklet 1 (PDF 1.26MB)

2016 - Financial Reports - Booklet 2 (PDF 1.2MB)

2016 - Financial Reports - OneAnswer Separate Account Trust (PDF 1.54MB)

2016 – Financial Report - Retail Mortgage Trusts (PDF 651kB)

2016 - ANZ Guide to completing your tax return using myTax (PDF 528kB)

2016 - ANZ Consolidated Tax Guide (PDF 428kB)

2015 OnePath Master Fund Annual Report (PDF 560kB)

2015 Guide to Financial Reports - ANZ OneAnswer Investment Portfolio (PDF 80kB)

2015 Financial Reports - Booklet 1 (PDF 1.19MB)

2015 Financial Reports - Booklet 2 (PDF 3.49MB)

2015 Financial Reports - OneAnswer Separate Account Trust (248kB)

2015 Financial Reports - Retail Mortgage Trusts (PDF 456kB)

2015 Financial Reports - OneAnswer - AMP Capital Enhanced Yield Trust (PDF 316kB)

2015 ANZ Consolidated Tax Guide (PDF 724kB)

2014 OnePath MasterFund Annual Report (PDF 516kB)

Financial Reports 2014 - Booklet 1 (PDF 1.2MB)

Financial Reports 2014 - Booklet 2 (PDF 4.31MB)

Financial Reports 2014 - OneAnswer Separate Account Trust (PDF 280kB)

Financial Reports 2014 - Retail Mortgage (PDF 440kB)

Financial Reports 2014 - ANZ Fixed Income Fund (PDF 440kB)

Financial Reports 2014 - OneAnswer Challenger Howard Mortgage Trust (PDF 348kB)

Guide to Financial Reports 2014 - ANZ OneAnswer Investment Portfolio (PDF 80kB)

2013 OnePath MasterFund Annual Report (PDF 384kB)

2013 Financial Reports - booklet 1 (PDF 1.05MB)

2013 Financial Reports - booklet 2 (PDF 3.73MB)

2013 Financial Reports - booklet 3 (PDF 1.28MB)

2013 Financial Reports - booklet 4 (PDF 372kB)

Guide to Financial Reports 2013 - ANZ OneAnswer Investment Portfolio (PDF 74.9kB)

ANZ guide to completing your tax return using e-tax (PDF 768kB)

ANZ Guaranteed Income Plan 2013 Tax Guide (PDF 148kB)

ANZ Guaranteed Income Deposit 2013 Tax Guide (PDF 112kB)

ANZ OneAnswer Pension and ANZ OneAnswer Term Allocated Pension 2013 Tax Guide (PDF 144kB)

OneAnswer Separate Account Trusts - 2013 Financial Report (PDF 248kB)

ANZ Online Investment Account Unit Trust - 2013 Financial Report (PDF 328kB)


Talk to us about your OneAnswer account

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This information does not take your circumstances into account. Read the relevant Product Disclosure Statements or other disclosure documents before making a decision.

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