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Smart Choice Super

Annual Members' Meeting

Your super and performance update

Our Annual Members’ Meeting was held on 15 February, providing members a chance to learn more about their super, its performance in 2023 and the outlook for 2024.

In the meeting we discussed:

  • Recent developments and changes to super
  • Various initiatives delivered that aim to improve our members’ experience
  • The crucial role of insurance in protecting our members' financial wellbeing
  • The importance of advice and how we’re making it more accessible
  • Your funds’ performance, and 
  • Dedicated time to addressing your questions.

If you weren’t able to join on the night, or simply want to watch it again, we’ve put a recording of it below. 

Video: OnePath Annual Members' Meeting 2023

Skip ahead with our time codes: 
00:07Welcome and Chair’s Address – Lindsay Smartt, Chair
13:20Investment and Market Update – Dan Farmer, Chief Investment Officer
27:30Questions

Meeting minutes and members’ questions and answers

Download a copy of the meeting minutes
Access members’ questions and answers that we didn’t get to during the meeting.  

Contact us

Get online

Register for online access to your ANZ Smart Choice Super account in less than two minutes.

If you’ve already registered, log in to manage your account.

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Need help?

Message or call the ANZ Smart Choice Super team on 13 12 87 weekdays 8.30am to 6.30pm (AEST).

 

Find out how our Hearing and interpreting services can support you.

Email us

smartchoice@insigniafinancial.com.au

Super and insurance are always changing. In addition to your Annual Statement, we let you know if you’re impacted by any changes through Significant Event Notifications (SENs). You can log in to your account online to view your letters and statements, or give us a call. You can also find a summary of any of these changes (SENs) by clicking this link.

We've created a shortform summary listing the following amounts paid by or on behalf of the Fund1 in the last financial year ending 30 June 2023:

If you’d like to view a breakdown of the above payments, please click to download the pdf.

During the income year, the Fund did not make any payments or gifts to a political entity, campaign, associated political entity, industrial body or trade association.

We've also compiled some other documents on our Trustee and Fund Information page that may be useful in better understanding how your Fund is managed:

1 The fund covered by the Annual Members’ Meeting is the Retirement Portfolio Service. For a full list of products covered by this notice, refer to the Frequently asked questions below.

What is the Annual Members’ Meeting?
The Annual Members’ Meeting is an opportunity for members to hear about the performance of their super fund during the previous financial year ending 30 June, the economic outlook and the funds’ strategic plan. It also provides members with a forum to ask questions.

Did I need to attend?
No, you didn’t have to attend. We will post a recording of the meeting on our website within one month after the meeting, together with the minutes of the meeting and any questions and answers that we couldn’t get to at the meeting. 

What funds does this meeting cover?
This meeting will covered members who have their super in the Retirement Portfolio Service. See below for a full list of products covered by this meeting:

  • OneAnswer Frontier Personal Super and Pension
  • OnePath OneAnswer Term Allocated Pension
  • ANZ OneAnswer Term Allocated Pension
  • OptiMix Term Allocated Pension
  • ANZ Smart Choice Super and Pension
  • ANZ Smart Choice Super for employers and their employees
  • ANZ Smart Choice Super for QBE Management Services Pty Ltd and their employees
  • Traditional Endowment Super 
  • Traditional Whole of Life Super
  • Savings Accounts – Super
  • OnePath Guaranteed Pension
  • OnePath Allocated Pension
  • OnePath Personal Retirement Plan
  • Grow Wrap Super and Pension Service
  • OneCare Super
  • World of Protection (Leading Life) – Super
  • Legacy Risk only products

When is the Annual Members’ Meeting held?
The Retirement Portfolio Service financial year ends on 30 June, and the Annual Members' Meeting must be held by 31 March the following year. 

Where can I find information from your previous meetings?
You can view the minutes, member questions and answers, and view a recording of our previous meetings on our Trustee and Fund Information page.

This information has been prepared by OnePath Custodians Pty Limited (ABN 12 008 508 496, AFSL 238346) (OPC) as Trustee of Retirement Portfolio Service (ABN 61 808 189 263). ANZ Smart Choice Super suite of products which includes ANZ Smart Choice Super and Pension, ANZ Smart Choice Super for employers and their employees and ANZ Smart Choice Super for QBE Management Services Pty Ltd and their employees. ANZ Smart Choice Super is part of the Retirement Portfolio Service. 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)

This information is general in nature and does not take into account your objectives, financial situation and needs. Before acting on any of this information, you should consider its appropriateness, having regard to your objectives, financial situation and needs. You should consider obtaining financial advice before making any decisions based on this information. It is recommended that you consider the relevant Product Disclosure Statement (PDS) and Target Market Determination (TMD) before you make any decisions about your superannuation or insurance. You can obtain the latest copy of the PDS (or other disclosure documents) and TMD by calling 13 12 87 or by searching for the applicable product on our website at anz.com

Any general tax information provided is intended as a guide only and is based on our general understanding of taxation laws. It is not intended to be a substitute for specialised taxation advice or an assessment of your liabilities, obligations or claim entitlements that arise, or could arise, under taxation law, and we recommend you consult with a registered tax agent.

Opinions constitute our judgement at the time of issue and are subject to change. Neither OPC nor any member of the Insignia Financial Group, nor ANZ, accept responsibility for any loss or liability incurred by you in respect of any error, omission or misrepresentation in the information in this communication.

The Australia and New Zealand Banking Group Limited (ABN 11 005 357 522) (ANZ) brand is a trademark of ANZ and is used by OPC under licence from ANZ. ANZ and the Insignia Financial Group are not related bodies corporate. ANZ does not stand behind or guarantee these products.

© Australia and New Zealand Banking Group Limited (ANZ) 2021 ABN 11 005 357 522. ANZ's colour blue is a trademark of ANZ.

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