Performance
Product updates
- ANZ Super Advantage strategic asset allocation changes - 14 June 2013 (PDF 48kB)
- ANZ Super Advantage OnePath and OptiMix Diversified Funds - updated disclosure for Alternative Assets (PDF 124kB)
- Integra Super strategic asset allocation changes - 14 June 2013 (PDF 52kB)
- Integra Super OnePath and OptiMix Diversified Funds - updated disclosure for Alternative Assets - 14 June 2013 (PDF 132kB)
- End of financial year cut-off times June 2013 (PDF 76kB)
- ANZ OneAnswer Investment Portfolio OnePath and OptiMix Diversified Funds – updated disclosure for Alternative Assets (PDF 64kB)
- OneAnswer BlackRock Asset Allocation Alpha Fund - termination date extended (PDF 32kB)
- BlackRock Asset Allocation Alpha Fund - termination date extended ANZ Super Advantage (PDF 32kB)
- OneAnswer AXA Australian Property Fund - return of balance (PDF 44kB)
- Distribution frequency update for selected funds - January 2013 (PDF 32kB)
- ANZ OneAnswer Product Update - AXA Funds to adopt AMP brand - November 2012 (PDF 36kB)
- ANZ Super Advantage Product Update - AXA Funds to adopt AMP brand - November 2012 (PDF 32kB)
- 2012 ANZ Annual Statements – additional explanatory notes (PDF 76kB)
- End of financial year 2012 - documents availability (PDF 64kB)
- Change of name for OnePath holding company (PDF 20kB)
- Update to Product Disclosure Statements – legislation changes 2012 (PDF 40kB)
- ANZ OneAnswer - Update OnePath Active Growth, OnePath Conservative and OnePath Income funds (PDF 60kB)
- ANZ OneAnswer – Update Challenger Property – introducing Fidante Partners (PDF 48kB)
- ANZ Super Advantage – Update Challenger Property – introducing Fidante Partners (PDF 44kB)
- End of financial year cut off times - May 2012 (PDF 76kB)
- Strategic asset allocation changes to BlackRock Scientific Diversified Growth fund – April 2012 (PDF 32kB)
- Change of distribution frequency for some investment funds – February 2012 (PDF 40kB)
- ANZ Super Advantage - product update 27 February 2012 (PDF 56kB)
- ANZ OneAnswer - product update 27 February 2012 (PDF 72kB)
- OnePath Significant Event Notice - 27 February 2012 (PDF 120kB)
- Notification of termination and wind-up of investment funds (PDF 48kB)
- OnePath expense recovery notice - 22 February 2012 (PDF 68kB)
- ANZ OneAnswer - Expiry of government guarantee on the ANZ Flexible Term Deposit fund (PDF 76kB)
- Change to underlying manager of international shares for Perpetual funds – ANZ OneAnswer and ANZ Super Advantage (PDF 64kB)
- Flood Levy on lump sum superannuation payments from 1 July 2011 (PDF 64kB)
- 2011 ANZ Annual Statements - additional explanatory notes (PDF 72kB)
- End of financial year – key dates (PDF 52kB)
- Government announces changes to the minimum drawdown relief for pensions - May 2011 (PDF 68kB)
- Schroder Balanced Fund – April 2011 (PDF 72kB)
- Fund closure- ING Global High Dividend fund (PDF 36kB)
- Change of distribution frequency for selected funds – September 2010 (PDF 60kB)
- Investment fund changes - 1 August 2010 (PDF 76kB)
- Changes to Credit Suisse and Challenger investment funds and entities (PDF 72kB)
- Important information on contributing to superannuation for members aged 65 and over – March 2010 (PDF 60kB)
Transaction costs
- Transaction costs effective April 2013 (PDF 164kB)
- Transaction costs effective December 2012 (PDF 164kB)
Mortgage Portfolio Investment information
- OnePath Mortgages and Income Plus funds – Important information on underlying investments – April 2013 (PDF 36kB)
- OnePath Mortgages and Income Plus funds - Additional information - March 2013 (PDF 204kB)
- OnePath Mortgages and Income Plus funds – Additional information – December 2012 (PDF 220kB)
- OnePath Mortgages and Income Plus funds – Additional information – November 2012 (PDF 124kB)
- OnePath Mortgage and Income Plus Funds – Additional Information – August 2012 (PDF 136kB)
- OnePath Mortgage and Income Plus Funds - Additional Information – May 2012 (PDF 116kB)
- OnePath Mortgage and Income Plus Funds - Additional Information – February 2012 (PDF 116kB)
- OnePath Mortgage and Income Plus Funds - Additional Information – November 2011 (PDF 296kB)
- OnePath Mortgage and Income Plus Funds - Additional Information – August 2011 (PDF 120kB)
- OnePath Mortgage and Income Plus Funds - Additional Information – May 2011 (PDF 248kB)
- OnePath Mortgage and Income Plus Funds - Additional Information (PDF 84kB)
- ING mortgages and Income Plus funds - additional information - August 2010 (PDF 80kB)
- ING mortgages and Income Plus funds - additional information - May 2010 (PDF 80kB)
Recent updates on suspended funds
AMP Capital Enhanced Yield
- Special distribution paid for March 2013 quarter (PDF 28kB)
- Special distribution paid for December 2012 quarter (PDF 28kB)
- Special distribution paid for September 2012 quarter (PDF 28kB)
- Unit price update - September 2012 (PDF 16kB)
- Special distribution paid for June 2012 quarter (PDF 28kB)
- Special distribution paid for March 2012 quarter (PDF 36kB)
- Special distribution paid for September 2011 quarter (PDF 36kB)
- Special distribution paid for June 2011 quarter (PDF 36kB)
- Special distribution paid for March 2011 quarter (PDF 48kB)
AXA Australian Property fund
- OneAnswer AXA Australian Property Fund - return of balance (PDF 44kB)
- July 2012 - Update on withdrawal request to underlying fund (PDF 24kB)
- 1 June 2012 - Update on withdrawal request to underlying fund (PDF 24kB)
- Recent developments for AXA Australian Property Fund - February 2012 (PDF 44kB)
- November 2011 - AXA Wholesale Australian Property - Underlying investment fund update (PDF 288kB)
- Details of payment from withdrawal offer 3 for AXA Australian Property fund – November 2011 (PDF 40kB)
- Details of payment from withdrawal offer 2 for AXA Australian Property fund – June 2011 (PDF 40kB)
- Details on return of capital for AXA Australian Property fund (PDF 48kB)
- May 2011 - AXA Wholesale Australian Property - Underlying investment fund update (PDF 216kB)
Challenger Howard Mortgages
- Details of capital payment for March 2013 quarter (PDF 28kB)
- Details of capital payment for December 2012 quarter (PDF 28kB)
- Details of capital payment for September 2012 quarter (PDF 28kB)
- Details of capital payment for June 2012 quarter (PDF 28kB)
- Details of capital payment for March 2012 quarter (PDF 36kB)
- Details of capital payment for December 2011 quarter (PDF 36kB)
- Details of capital payment for September 2011 quarter (PDF 36kB)
- Details of capital payment for June 2011 quarter (PDF 36kB)
- Details of capital payments for Challenger Howard Mortgages fund for March 2011 quarter (PDF 52kB)
OnePath Mortgages and Income Plus funds
- Details of March 2013 quarter return of capital payments (PDF 28kB)
- Details of December 2012 quarter return of capital payments (PDF 28kB)
- Details of September 2012 quarter return of capital payments (PDF 28kB)
- Performance update July 2012 – Investment clients (PDF 52kB)
- Performance update July 2012 – Superannuation and Pension clients (PDF 32kB)
- Details of June 2012 quarter return of capital payments (PDF 28kB)
- Update May 2012 – OnePath Mortgage and Income Plus funds (PDF 32kB)
- Details of March 2012 quarter return of capital payments (PDF 60kB)
- Details of December 2011 quarter return of capital payments (PDF 40kB)
- Details of September 2011 quarter return of capital payments (PDF 40kB)
- July 2011 - Mortgage portfolio performance update (PDF 60kB)
- Details of June 2011 quarter return of capital payments (PDF 40kB)
- CIO investor update on OnePath Mortgages and Income Plus funds (PDF 100kB)
- Details of capital payments for OnePath Mortgages and Income Plus funds for March 2011 quarter (PDF 52kB)
- Latest update on OnePath Mortgages and Income Plus funds - April 2011 (PDF 68kB)
Return of capital standing instruction form
- ANZ OneAnswer Personal Super – Return of capital standing instruction form (PDF 192kB)
- ANZ OneAnswer Pension – Return of capital standing instruction form (PDF 192kB)
Suspended funds – background
- Important information regarding fund suspensions - January 2009 (PDF 128kB)
- Challenger Howard Mortgages - suspension of withdrawals - October 2008 (PDF 44kB)
- ING mortgage funds and Income Plus funds - suspension of applications and redemptions - October 2008 (PDF 56kB)
- AXA Australian Property Fund - suspension of transactions - August 2008 (PDF 44kB)
Financial reports and annual statements
- ANZ Superannuation Savings Account Member Update 2012 (PDF 636kB)
- ANZ OneAnswer Personal Super and Pension Investor Update 2012 (PDF 1.00MB)
- ANZ OneAnswer Investment Portfolio Investor Update 2012 (PDF 1.03MB)
- ANZ Superannuation Savings Account Member Update 2011 (PDF 992kB)
- ANZ OneAnswer Personal Super and Pension Investor Update 2011 (PDF 1.07MB)
- ANZ Cash Plus Fund – 2012 Financial Report (PDF 2.64MB)
- ANZ OneAnswer ING Global Sector Trust – 2009 Financial Report (PDF 560kB)
- ANZ OneAnswer Investment Portfolio and other ANZ Retail Trusts - 2012 Financial Report (PDF 2.59MB)
- ANZ OneAnswer Investment Portfolio and other ANZ Retail Trusts – 2012 Consolidated Financial Report (PDF 980kB)
- 2012 OnePath MasterFund Annual Report (PDF 604kB)
- ANZ OneAnswer Pension and ANZ OneAnswer Term Allocated Pension 2011 Tax Guide (PDF 108kB)
- 2012 ANZ Consolidated Tax Guide (PDF 764kB)
- OneAnswer Separate Account Trusts – 2012 Financial Report (PDF 312kB)
- ANZ Online Investment Account Unit Trust – 2012 Financial Report (PDF 328kB)
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