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Administering your investments via the Summit platform provides you with a range of benefits.
Namely, you:
- receive consolidated reports on all your individual investments;
- receive access to services such as insurance and margin lending facilities;
- receive access to wholesale managed funds, which often have more competitive rates than their retail equivalents;
- receive fee aggregation between your super and non-super investment portfolio (where applicable); and
- receive free online access to view your portfolio details.
Speak to your financial adviser today and find out how the Summit platform can benefit your investment portfolio.
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