Investment, Insurance, Superannuation
Here you will find a comprehensive range of calculators to help you and your clients.
OneAnswer Pricing and Asset Allocation Calculator
This calculator allows you to determine the fees and asset allocation for your client’s OneAnswer account. The fees and adviser payments calculated are based on the current OneAnswer PDS, and are indicative of the account balance for the first calendar year of the account.
Additional calculation options enable comparison of the ongoing fees for your client’s current OneAnswer account versus a change you are proposing. You can also compare the difference in fees for a single manager portfolio versus an OptiMix multi-manager solution accessed through OneAnswer.
Ensure your Internet browser is set to ‘Accept pop-ups’ to allow the calculator to function correctly.
OneAnswer Insurance premium calculator
Effective 1 December 2020, the OneAnswer Insurance premium calculator (previously issued by OnePath Life) has been removed to comply with legislation that prohibits the payment of grandfathered commissions on insurance premiums within Superannuation. Please contact Adviser Services on 1800 804 768, weekdays between 8:30am and 6:30pm (AEST), for assistance in obtaining insurance premium estimates for your clients.