End of year administration processes for your pension clients

With the end of the 2022/23 financial year nearing, it is worthwhile knowing about some important annual pension administration processes, in accordance with regulatory requirements. Read more

Any questions?

If you have any questions or require further information, please:

  • call Adviser Services on 1800 804 768, weekdays between 8.30am and 6.30pm (AEST/AEDT) 
  • email us at adviser@onepathsuperinvest.com.au 
  • speak with your Business Development Manager.

 

This information in this document has been prepared by OnePath Custodians Pty Limited (ABN 12 008 508 496, AFSL 238346, RSE L0000673) (OPC) as the issuer of superannuation and pension products (‘the Issuer’). OPC is the trustee of the Retirement Portfolio Service (ABN 61 808 189 263) (RPS) and these products are part of the RPS. This information is current as at May 2023 and may be subject to change.

 

OPC is part of the Insignia Financial group of companies comprising Insignia Financial 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) where required for relevant products have to be available for consideration by distributors/clients. A copy of the PDS (or other disclosure documents) and TMD (where relevant) are available upon request by phoning 133 665 or by searching for the applicable product on our website at www.onepathsuperinvest.com.au