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Navigating around Summit
Navigating around the Summit site is simple. There are three main sections to our site.

  • About Summit - provides a quick snapshot of what the Summit platform is and the various features and benefits of investing through the Summit and Generations product ranges.
  • Summit Solutions - details what a portfolio administration service is and outlines the suite of products and services Summit and Generations offer (investments, superannuation and insurance) to provide tailored solutions to your investment and financial needs.
  • Members Services - This is a secure area of the site which provides investors with access to their current investment portfolio via the Internet. Demonstrations of this service, are available under the "Member Access Demo".

The navigation bar on the left hand side of the screen lists our three main sections and provides a quick reference to what each section contains. This navigation bar appears no matter where you are in our site, so it's easy to navigate to any other area.

Special features
There are many exciting features on the Summit site which makes it easy to keep up-to-date with our services. Here's just two of them:
    Contact a financial adviser
    If you would like to contact a professional financial adviser about how to invest your money with Summit and Generations, fill in the "Contact a Financial Adviser" form. A link to this form is at the top of every product description. Make sure your email address is correct and you fill in all the boxes.

    Product Disclosure Statements (PDS)
    To ensure you have all the information you need to make the right investment decision, we have detailed PDSs on both our Summit and Generations suite of products for you to download.


About Summit | Summit Solutions | Member Services | Important Information
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