Product support - Super & Investments

This section contains tools to help support you in writing OnePath products.

Education & tools

OneAnswer technology enhancements

These enhancements, along with ongoing service improvements, will deliver significant time-saving efficiencies for you and your practice.

Greater access for your support staff

Empower your staff to improve your practice’s efficiency. We’re giving your support staff the ability to establish online OneAnswer Frontier new business forms, and online switch forms, in preparation for your review and submission.

This will remove the need for you to get involved in time-consuming paperwork preparation.

Greater access for your support staff will:

  • Enable you to focus on servicing your clients
  • Improve efficiency by enabling support staff to set-up online transactions for your review and submission
  • Improve the quality of online form submissions due to enhanced checking processes
  • Improve practice workflow

Read this helpful ‘how to’ guide to learn more.

Enhanced reporting functionality

Earlier this year, we delivered new OneAnswer client reporting functionality, in a format that is valuable to you, your staff and your clients.

Data is powerful. It informs better decisions and drives business efficiencies. And importantly for you, it helps facilitate robust client conversations.

Our new reports bring your client review meetings to life while streamlining your client management processes.

New client reporting enhancements:

  • Provide you with the tools, information and support to increase the value of your advice and service
  • Provide an enhanced user experience for clients during review meetings
  • Present meaningful reports in a contemporary, user-friendly template and layout
  • Are ‘Client Review Meeting’ ready.

Less admin time with online ASF maintenance

Since November 2016, you have been able to set up or make changes to your Adviser Service Fee (ASF) arrangements online. Less paper-based requests, means less time spent on admin. The online form is intuitive and easy to complete, saving you time and ensuring we receive correct information.

With OneAnswer’s online ASF maintenance form, you can:

  • Establish or cancel a One-off or Ongoing ASF ($ or %) online
  • Amend an existing Ongoing ASF ($ or %) online i.e. change frequency, change $ to % (or vice versa) change investment drawdown
  • Improve efficiency in administering Ongoing ASF obligations for clients
  • Improve turnaround times to update client ASF information

It’s important to note that if you’re establishing a new ASF or increasing an existing one, you are still required to obtain a declaration signed by your client.

See how the online ASF maintenance form can cut your admin time.

Please note, this feature is not available for ANZ Financial Planning planners.

Faster online new business applications

We’ve reduced the time you need to spend on paperwork. Since August 2017 you have been able to securely upload any outstanding documents produced during the online new business application process.

With OneAnswer Frontier’s new upload functionality, you can:

  • Reduce your mailing costs
  • Improve efficiency when establishing OneAnswer Frontier new business
  • Reduce the risk of losing client application forms
  • Substantially improve turnaround time to fully complete the new business process

Over time, this solution will be further developed to include the upload of forms for other online processes, so stay tuned.

Read this handy ‘how to’ guide to learn more.

Please note, this feature is not available for ANZ Financial Planning planners.

Ongoing digital stability program

Underpinning these enhancements, we completed a number of digital stability improvements to the OneAnswer platform throughout 2017. You can take confidence from knowing the program of data monitoring and platform stability will continue through 2018.

Plus, better value for clients with a 10% OneCare premium discount

Your clients are eligible to receive a premium discount of 10% on new OneCare business when they fund their premiums via OneAnswer Frontier Personal Super, OneAnswer Personal Super or ANZ OneAnswer Personal Super.

More about our products

This information has been prepared by OnePath Custodians Pty Limited (OnePath Custodians) (ABN 12 008 508 496, RSE L0000673) and OnePath Funds Management Limited (OnePath Funds Management) (ABN 21 003 002 800, AFSL 238342) (together “the issuers”).

OneCare Super, OneAnswer Frontier Personal Super, OneAnswer Personal Super and ANZ OneAnswer Personal Super are issued by OnePath Custodians. OneAnswer Investment Portfolio is issued by OnePath Funds Management. OneCare is issued by OnePath Life Limited (ABN 33 009 657 176) (OnePath Life). OnePath Life is not a related body corporate of OnePath Custodians or OnePath Funds Management.

The information provided is for the use of advisers only, and is not to be given to potential or existing investors. It has been prepared without taking account an investor’s objectives, financial situation and needs. Before making a decision based on this information, a potential investor should consider the appropriateness of the information, having regard to his or her objectives, financial situation and needs.

Full product information including fees, charges, terms and conditions is available in the relevant Product Disclosure Statement (PDS) available at onepath.com.au or by calling 133 665.