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Information for advisers of current investors in OneAnswer Investment Portfolio, including Frontier, and ANZ OneAnswer Investment Portfolio, to assist them in preparing for their client tax outcome for this financial year.
We distributed capital gains from some funds in January 2022
Three investment funds offered through OneAnswer and ANZ OneAnswer made a distribution of capital gains mid-January 2022, with an effective date of 31 December 2021.
The capital gain amounts were processed as part of the normal December period end distribution process.
Investors in these three funds will see a higher than normal amount of distribution as they will receive income as well as some capital as part of the December 2021 distribution payment.
Which products were impacted by the capital gain distributions?
Which investment funds were impacted?
The following funds are impacted:
How do i know which of my clients were impacted?
Log into Adviser Online > Account Access, select Reports > Adviser Reports > Client Portfolio Balances. Next, select an Excel format for the report output and click ‘Run report’. Once the report is generated you can filter and/or sort the Excel by the Fund Manager column.
Click here to find out more.
Any Questions?
OnePath Advisers:
ANZ Advisers: