Correction to tax information provided to ATO – OnePath and ANZ managed fund clients

We’ve identified that unfortunately we provided incomplete pre-fill distribution information to the Australian Taxation Office (ATO) for the tax year ending 30 June 2021. This impacted the pre-filled distribution information which flows through to online tax returns.

We have since corrected this error, with the correct pre-filled distribution information being provided to the ATO on 10 December 2021.

The paper-based annual tax statements issued to your clients by us in mid-August 2021 for the year ending 30 June 2021 were correct and complete.

Which clients are impacted?

All managed investment schemes offered through OnePath Funds Management Limited were impacted, including:

  • OneAnswer Frontier Investment Portfolio,
  • OneAnswer Investment Portfolio,
  • ANZ OneAnswer Investment Portfolio,
  • OptiMix Trusts and
  • Other OnePath retail and Wholesale and ANZ unit trust clients.

Clients will be notified via an insert in their December 2021 quarterly statements which will be issued at the end of January 2022. Read more

For a copy of the OnePath client insert click here

For a copy of the ANZ client insert click here

 

Any Questions?

OnePath Advisers:

ANZ Advisers:

The information in this document has been prepared by OnePath Funds Management Limited (ABN 21 003 002 800, AFSL 238342) (OPFM) as issuer of investment products (‘the Issuer’). This information is current as at January 2022 and may be subject to change.

The Issuer is a member of the Insignia Financial group of companies, comprising Insignia Financial Ltd (formerly IOOF Holdings Ltd) (ABN 49 100 103 722) (Insignia Financial Group) and its related bodies corporate.

The information provided in this document is for Advisers only, is of a general nature and does not take into account the objectives, financial situation or needs of any person. It is not intended for distribution to retail clients. Retail clients should obtain a Product Disclosure Statement (PDS) relating to the financial products mentioned in this communication and consider it before making any decision about whether to acquire or continue to hold those products. Target Market Determinations (TMDs) for relevant products are also required to be made available and considered by distributors/clients. A copy of the PDS (or other disclosure documents) and TMD are available upon request by phoning 1800 804 768 or 1800 998 996 or by searching for the applicable product on our website at onepathsuperinvest.com.au or anz.com