Investment, Insurance, Superannuation
What’s happening?
All Integra Super members will be transferred on 13 June 2022 to our award winning1 ANZ Smart Choice Super for employers and their employees product (ANZ Smart Choice Super), unless they choose to rollover to another super fund. Members will have no option to remain with this product as it is closing to them.
We’re writing to both these Integra Super clients and their advisers to let them know what the transfer and closure of Integra Super will mean for them.
Most clients will be notified of their Integra Super account transfer to ANZ Smart Choice Super in early May 2022. However, there is a small number of Integra Super clients who we wrote to on 3 March 2022 as we’re correcting certain things with their account on transfer to ANZ Smart Choice Super.
Why ANZ Smart Choice Super?
ANZ Smart Choice Super will offer clients a good value, contemporary, digital super product with a modern technology platform. Clients will have enhanced and easier online access to help them grow and stay on top of their super. It is also an approved MySuper product suitable for clients who have not made an investment choice. To find out more about ANZ Smart Choice Super, visit anz.com/smartchoicesuper and see the PDS here.
Will clients be notified before this happens?
Copies of the communications being sent to the majority of Integra Super clients who have made an investment choice in early May 2022 are available by clicking on the below:
OR
Will advisers be notified too?
Yes, the majority of advisers with Integra Super clients who have made an investment choice will be sent a letter with a client listing on 27 April 2022. A copy of this letter is available by clicking here.
Otherwise, advisers were notified earlier by email in March 2022, if their impacted clients were sent a letter about the pending transfer and some account corrections that will take place too.
Is there anything else advisers may need to know?
Our Frequently Asked Questions brochure will also assist advisers with effectively servicing their Integra Super clients through this change. Click here to read more.
We’re here to help
If you have any questions or would like further information, please:
1 ANZ Smart Choice Super for employers and their employees (ANZ Smart Choice Super) was awarded a Gold rating by SuperRatings in 2022 for its Choice product and its Pension product. For more information, please visit superratings.com.au.
This information has been issued by OnePath Custodians Pty Limited (ABN 12 008 508 496, AFSL 238346, RSE L0000673) (OPC) as the issuer of Integra Super and ANZ Smart Choice Super for employers and their employees.
OPC is the trustee of the Retirement Portfolio Service (ABN 61 808 189 263) (RPS) and these products are part of the RPS. OPC is part of the Insignia Financial group of companies comprising Insignia Financial Ltd (formerly known as IOOF Holdings Ltd) (ABN 49 100 103 722) and its related bodies corporate (Insignia Financial Group).
The information provided 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 13 12 87 or by searching for the applicable product on our website at anz.com and onepathsuperinvest.com.au