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Important documents and information for closed products.





End of financial year documents


Product Updates

ANZ OneAnswer

Continuous Disclosure Notice – ANZ OneAnswer Investment Portfolio – Fund Information and Updates (PDF)

ANZ OneAnswer Investment Portfolio – Unitholder communications (PDF)

PDS Update and Continuous Disclosure Notice – ANZ OneAnswer Investment Portfolio (PDF)

PDS Update and Continuous Disclosure Notice – ANZ OneAnswer – Pendal Concentrated Global Shares Hedged Fund (PDF)

PDS Update and Continuous Disclosure Notice – ANZ OneAnswer Investment Portfolio and ANZ OneAnswer Term Allocated Pension – fund name changes (PDF)

ANZ OneAnswer (TAP) - OnePath and OptiMix Diversified Investment Option Changes (PDF)

ANZ OneAnswer Term Allocated Pension – reduced minimum pension payments will cease on 30 June 2023 (PDF)

ANZ OneAnswer Investment Portfolio – unit price availability at end of June 2023 (PDF)

End of financial year 2023 – Contribution cut-off dates (PDF)

Continuous Disclosure Notice – ANZ OneAnswer Investment Portfolio – fund terminations (PDF)

Continuous Disclosure Notice – OptiMix Global Emerging Markets Shares (PDF)

Product Update – OptiMix Global Emerging Markets Shares (PDF)

Continuous Disclosure Notice – OnePath Emerging Companies Trust (PDF)

OnePath Tax Effective Income Fund is changing its name (PDF)

End of financial year 2022 – Statement availability (PDF)

End of financial year 2022 – Contribution cut-off dates (PDF)

Product Update – Federal Budget and Other Changes (PDF)

Product Update – Reduction of Minimum Pension Continues also into 2022/23 (PDF)

Product Update – ANZ OneAnswer Investment Portfolio Capital Gain Distributions - February 2022 (PDF)

PDS Update – Indirect Costs for OneAnswer Investment Portfolio - February 2022 (PDF)

Continuous Disclosure Notice – Index option investment menu changes (PDF)

Continuous Disclosure Notice – OnePath Diversified Fixed Interest Trust (PDF)

Continuous Disclosure Notice – OnePath Diversified Credit Trust (PDF)

Product Update – new Adviser Service Fee type for ANZ OneAnswer (PDF)

Product Update – More Flexible Super changes (PDF)

Product Update – Updated Standard Risk Measure 2021 (PDF)

Continuous Disclosure Notice – OnePath Alternatives Growth Fund Portfolio Improvements (PDF)

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

Product Update – Reduction of Minimum Pension Continues into 2021/22 (PDF)

Product Update – Federal Budget 2021/22 (PDF)

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

Continuous Disclosure Notice – Investment fund changes (PDF)

Continuous Disclosure Notice – Vanguard and OnePath index funds (PDF)

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

Product Update – ANZ OneAnswer Investment Portfolio capital gain distributions January 2021 (PDF)

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

Updated Indirect Costs and Ongoing Fees – Investment Portfolio (PDF)

Updated Indirect Costs and Ongoing Fees – Investment Portfolio //Select (PDF)

ANZ OneAnswer Investment fund profile changes – December 2020 (PDF)

Updated ANZ OneAnswer Standard Risk Measure 2020 (PDF)

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

Product Update – Buy-Sell Spreads April 2020 (PDF)

Product Update – Buy-Sell Spreads March 2020 (PDF)

Customer Notice – BlackRock Scientific Diversified Growth Fund (PDF)

ANZ OneAnswer Investment Portfolio – Updated Indirect Costs - Decemeber 2019 (PDF)

OneAnswer Investment fund profile changes – December 2019 (PDF)

ANZ Superannuation Savings Account Member Update 2019 (PDF)

Updated ANZ OneAnswer Standard Risk Measure 2019 (PDF)

End of Financial Year 2019 – statement availability (PDF)

Product Update: Investment profile changes – June 2019 (PDF)

EOFY 2019 contribution cut-off dates – May 2019 (PDF)

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

PDS Update – OptiMix Global Smaller Companies Shares (PDF)

Product Update – a new single manager approach for OptiMix Global Smaller Companies Shares (PDF)

Customer Notice – Updated Indirect Costs - ANZ OneAnswer Investment Portfolio (PDF)

PDS Update – changes to fees and costs - OneAnswer Investment Portfolio (PDF)

Product update – change of name for some investment funds (PDF)

Updated ANZ OneAnswer Standard Risk Measure 2018 (PDF)

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

Updated information – ANZ OneAnswer Transition to Retirement accounts (PDF)

Expense recovery notice (PDF)

OptiMix Enhanced Cash Trust – removal of an investment manager (PDF)

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

ANZ OneAnswer – closure of selected investment funds (PDF)

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

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

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

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

Changes to OnePath Tax Effective Income Trust (PDF)

Updated ANZ OneAnswer Standard Risk Measure (PDF)

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

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

2016/17 Federal Budget Proposals Now Law (PDF)

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

OnePath Custodians - Claims Philosophy (PDF)

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

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

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

OnePath Balanced Trust September 2016 distribution (PDF)

ANZ OneAnswer Standard Risk Measure 2016 update (PDF)

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

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

Changes to investment structure for Vanguard funds (PDF)

OneAnswer Investment Menu Changes 2016 (PDF)

Name Changes for some Investment Options (PDF)

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

OneAnswer and OptiMix – insurance update (PDF)

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

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

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

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

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

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

UK Pension Transfers to the OnePath MasterFund (PDF)

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

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

Product Update - Bloomberg Indices (PDF)

Changes to strategic asset allocation for Perpetual funds (PDF)

ANZ OneAnswer - Superannuation Insurance Changes (PDF)

2015 Annual Australian Prudential Regulation Authority Levy (PDF)

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

OneAnswer Personal Super and Pension investment menu improvements (PDF)

OneAnswer Investment Portfolio investment menu improvements (PDF)

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

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

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

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

OneAnswer BlackRock Scientific Diversified Growth Fund March 2014 (PDF)

OneAnswer Kapstream Absolute Return Fund (PDF)

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

OneAnswer - Changes to Vanguard diversified funds (PDF)

Removal of member protection on small superannuation balances (PDF)

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

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

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

OneAnswer Investment menu changes (PDF)

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

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

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

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

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


ANZ Super Advantage

Transferred to ANZ Smart Choice Super




Wholesale Trusts


General updates







Financial Reports and Tax Guides

2023 Retirement Portfolio Service Annual Report (PDF)

2023 Annual Reports – booklet 1 (PDF)

2023 Annual Reports – booklet 2 (PDF 3MB)

2023 Annual Reports – booklet 3 (PDF)

2023 Annual Reports – OneAnswer Separate Account Trust (PDF)

2023 Annual Reports – Retail Mortgage Trusts (PDF)

2022 Retirement Portfolio Service Annual Report (PDF)

2022 Annual Reports – booklet 1 (PDF)

2022 Annual Reports – booklet 2 (PDF 3MB)

2022 Annual Reports – OneAnswer Separate Account Trust (PDF)

2022 Annual Reports – Retail Mortgage Trusts (PDF)

2021 Retirement Portfolio Service Annual Report (PDF 1MB)

2021 – myTax Guide (PDF 1MB)

2021 – ANZ Annual Tax Statement Guide (PDF 1MB)

2021 – Attribution Managed Investment Trust Tax Guide (PDF 1MB)

2021 Annual Reports – booklet 1 (PDF 1MB)

2021 Annual Reports – booklet 2 (PDF 3MB)

2021 Annual Reports – OneAnswer Separate Account Trust (PDF)

2021 Annual Reports – Retail Mortgage Trusts (PDF)

2021 Guide to Financial Reports – ANZ OneAnswer Investment Portfolio (PDF 1MB)

2020 Retirement Portfolio Service Annual Report (PDF)

2020 Annual Reports - booklet 1 (PDF 1MB)

2020 Annual Reports - booklet 2 (PDF 3MB)

2020 Annual Reports – booklet 3 (PDF)

2020 Annual Reports - OneAnswer Separate Account Trust (PDF)

2020 Annual Reports - Retail Mortgage Trusts (PDF)

2020 – myTax Guide (PDF 1MB)

2020 – ANZ Annual Tax Statement Guide (PDF 1MB)

2020 – Attribution Managed Investment Trust Tax Guide (PDF)

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

2016 - One Path Master Fund Annual Report (PDF)

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

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

2016 - Financial Reports - Booklet 2 (PDF 1MB)

2016 - Financial Reports - OneAnswer Separate Account Trust (PDF 2MB)

2016 – Financial Report - Retail Mortgage Trusts (PDF)

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

2016 - ANZ Consolidated Tax Guide (PDF)

2015 OnePath Master Fund Annual Report (PDF)

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

2015 Financial Reports - Booklet 1 (PDF 1MB)

2015 Financial Reports - Booklet 2 (PDF 3MB)

2015 Financial Reports - OneAnswer Separate Account Trust (PDF)

2015 Financial Reports - Retail Mortgage Trusts (PDF)

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

2015 ANZ Consolidated Tax Guide (PDF)

2014 OnePath MasterFund Annual Report (PDF)

Financial Reports 2014 - Booklet 1 (PDF 1MB)

Financial Reports 2014 - Booklet 2 (PDF 4MB)

Financial Reports 2014 - OneAnswer Separate Account Trust (PDF)

Financial Reports 2014 - Retail Mortgage (PDF)

Financial Reports 2014 - ANZ Fixed Income Fund (PDF)

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

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

2013 OnePath MasterFund Annual Report (PDF)

2013 Financial Reports - booklet 1 (PDF 1MB)

2013 Financial Reports - booklet 2 (PDF 4MB)

2013 Financial Reports - booklet 3 (PDF 1MB)

2013 Financial Reports - booklet 4 (PDF)

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

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

ANZ Guaranteed Income Plan 2013 Tax Guide (PDF)

ANZ Guaranteed Income Deposit 2013 Tax Guide (PDF)

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

OneAnswer Separate Account Trusts - 2013 Financial Report (PDF)

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


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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