Trustee and administrator

Trustee and administrator

Oasis Asset Management Limited



Wealthtrac's platform partner, Oasis Asset Management Limited (OAM), provides responsive and efficient administration. OAM sets new benchmarks in service quality for administration providers and monitors service delivery to ensure high service standards.

OAM is a financial services administration platform that provides a broad range of customised product and software solutions for its clients. Owned 100 per cent by OnePath / ANZ Australia, OAM is also one of the largest administrators of superannuation and wrap accounts.

Oasis Fund Management Limited (OFM) is the trustee and operator of Wealthtrac Superannuation and Investor Directed Portfolio Service (IDPS) products. OFM provides all compliance and capital adequacy requirements for its clients' products and outsources its administration function to OAM.

OFM holds an Australian Financial Services Licence (AFSL No. 274331) and a Responsible Superannuation Entity (RSE Licence No. L0001755) which allows it to provide superannuation and IDPS products. Under this licence, OFM is required to provide you with regular information about changes and the performance of your investment.

MoneyOne.Com.Au Limited is responsible for the development of desktop and online services to financial advisers and investors.

MoneyOne® Office desktop software is provided free to advisers using the Oasis platform. MoneyOne® Online is the web portal providing dealers, advisers and investors with easy access to product and investment information. Both services are continually enhanced in response to market feedback and industry changes.


About OnePath and ANZ



OnePath – previously known as Mercantile Mutual and more recently as ING Australia – has been helping Australians grow and protect their wealth for over 130 years. It has a comprehensive range of wealth and insurance products available through financial advisers or direct to customers, making it easier to find the solution that best suits their clients’ needs.

Now a wholly owned subsidiary of Australia and New Zealand Banking Group Limited (ANZ), OnePath operates as ANZ’s Australian specialist wealth management and protection business.