Investment, Insurance, Superannuation
Our strength and expertise means we can work with you to help you grow and protect your client's wealth.
ANZ Wealth is committed to working with you to meet the needs of your clients, while helping you build a stronger and more sustainable business. Working with us means you can access:
1. Sales support Our wide range of sales support tools can help you:
You can access the support tools by registering for Adviser Advantage.
2. News and information
Our dedicated content site, regular webinars, events and communications will help you stay up-to-date with the latest industry news, views and opinions, as well as ANZ Wealth’s product and service enhancements. These include:
subscribe to our newsletters or order any material, simply register for Adviser Advantage.
3. Online customer services
My OnePath provides clients with a simple and secure online service that gives them access to a range of information and services relating to their account. To make things easier, new clients are automatically registered for access.
4. Business development support
ANZ Wealth provides you with a dedicated business development team at a local level who can assist with:
By working closely with you, the business development team can tailor a service program to best meet your needs and help you grow your business.
5. Training support
ANZ Wealth is committed to adviser education and regularly runs national roadshows, workshops and webinars. These events cover a range of topics including personal and practice development, technical, market and economic updates, and product developments and enhancement.
ANZ Wealth can also provide access to our extensive range of presentations and experienced speakers to help with professional development, including:
6. Technical support
Our team of dedicated technical professionals can provide advice and tools on a range of topics including superannuation, legislation, tax, gearing, retirement planning and more.
The technical library provides:
You can access this technical support material by visiting the technical library in Adviser Advantage.
7. Award-winning products
Our broad range of investment and insurance solutions consistently receive industry accolades, so you can be confident your clients are getting outstanding value for money with ANZ Wealth. Some of our more recent awards include:
SuperRatings Ratings & Awards
|
   |
Money Magazine Best of the Best Awards
|
 |
CANSTAR Awards
|
   |
AFA Awards
|
     |
To be registered with ANZ Wealth, your dealer group must have a Product Issuer Agreement in place and the following documentation must be completed.
You can send this documentation to us via:
If you are wishing to establish a sales account number (SAN) in the name of a company, the following documentation is required:
You can send this documentation to us via:
The following documentation must be completed by a dealer group to be able to sell ANZ and OnePath products:
These forms have been removed temporarily from the website. If you would like to register a Dealer Group, please contact us at:
You can notify us that your contact details have changed via:
Note, all dealer group change of bank details or changes to payment frequency must be authorised in writing and signed by the dealer groups Authorised or Responsible officer. This document can be emailed to aps@anz.com
To advise us that you have changed dealer groups, the following documentation is required:
You can send this documentation to us via:
In order to have your clients transferred to your new dealer group, the following documentation is required:
Note, Excel format is preferred including the client's name, policy number and sales account number (SAN)
You can send this documentation to us via:
In order to have your clients transferred between advisers under the same dealer group, the following documentation is required:
Note, Excel format is preferred including the client's name, policy number and sales account number (SAN)
You can send this documentation to us via:
Yes! Adviser Advantage provides financial advisers the flexibility to view and generate reports at any given time. Follow the below link to the Adviser Advantage log in page:
https://access.onepathsuperinvest.com.au/adviser/AdviserAdvantage/adviser-login.aspx
If you currently have not registered for Adviser Advantage, creating your online access is easy, simply go to the above link click register in the log-in details box; then follow the prompts. Creating your online access should be done after you have requested your Sales Account Number (SAN) to be created.
Note, Commission statements for the last 12 months can only be generated via adviser advantage.
Currently Adviser Advantage offers a variety of reports. Please refer to the below list of available reports;
Yes! Please follow the below link to access the Change of Adviser form:
http://access.onepathsuperinvest.com.au/Public/pdfs/L8315-OnePath-change-of-adviser.pdf
Commissions will only generate a) once a policy is inforce and b) the premium is received.
Once a commission amount is generated it is then paid to your Dealer Group within their nominated commission cycle.
OnePath pays commissions to registered Dealer Groups on a monthly or weekly basis (Payment frequencies vary between dealer groups and we suggest speaking with your dealer group for the payment frequency applicable to you).
| Adviser Payment Services (APS) 1800 222 066 (Option 4) aps@anz.com |
Risk Adviser 1800 222 066 Risk.adviser@onepath.com.au |
Adviser Services 1800 804 768 adviser@onepath.com.au |
|---|---|---|
|
|
|
Pre LIF Grandfathered policies (before 1st January 2018)
| Policy Year | Upfront | Stepped | Hybrid | Level |
|---|---|---|---|---|
| Year 1 | 115% | 95% | 70% | 32% |
| Year 2 | 11% | 12.5% | 24% | 32% |
| Year 3 | 11% | 15% | 24% | 32% |
| Year 4 | 11% | 17.5% | 24% | 32% |
| Year 5+ | 11% | 20% | 24% | 32% |
Post LIF (after 1st January 2018)
| Policy Year | From 1 Jan 2018 | From 1 Jan 2019 | From 1 Jan 2020 | |||
|---|---|---|---|---|---|---|
| Upfront | Level | Upfront | Level | Upfront | Level | |
| Year 1 | 88% | 30% | 77% | 30% | 66% | 30% |
| Year 2 | 22% | 30% | 22% | 30% | 22% | 30% |
| Year 3+ | 22% | 30% | 22% | 30% | 22% | 30% |
** Please note all percentages are inclusive of GST
The difference is the Sales Account Number (SAN) is your personal code used to write up new business or to identify yourself when interacting with ANZ/ OnePath. Whereas the Master Sales Account Number represents your Dealer Group you fall under.
Yes! The legal agreement that is in place sits between ANZ/ OnePath and the Dealer Group you represent. As part of this agreement, the Dealer Group has authority to request ANZ/ OnePath to enact certain changes (including transfer of policies) which we are required to action.
For more information on how you could work with ANZ Wealth, please contact our dedicated Adviser Services call centre on 1800 804 768 between (Sydney time) Monday to Friday.
