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Product Disclosure Statements - Superannuation

  
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Whether you are an experienced investor or just starting out, Summit and Generations gives you choice, flexibility and control:

Product range:

Summit

Summit Super

Summit Super incorporates Summit Personal Super and Summit Employer Sponsored Super.

Personal Superannuation Plan - suitable for both employed and self-employed individuals who wish to save for their retirement, while taking advantage of any available tax concessions. The Plan can also be used as a rollover fund.

Employer Sponsored Superannuation Plan - a flexible superannuation fund that allows employers to provide superannuation benefits for up to ten employees through a managed portfolio of investments.

Summit Super

Download a PDS
Issue date: 19 May 2008

Additional Information

Investing in Summit


Download a PDS
Investment Menu
Issue date: 16 December 2008

Note: Until further notice, the Centro Direct Property Fund is not available for investment as advised by Centro MCS Manager Limited as Responsible Entity of the Centro Direct Property Fund. We will keep you informed of any material developments regarding the Fund when we are notified by Centro.



Summit Personal Pension

Personal Pension Plan - a retirement product that enables investors to invest their superannuation benefits to receive a regular income in retirement.

Members of the Summit Super Plan move into the Summit Personal Pension without the need to sell assets.

.Summit Personal Pension

Download a PDS
Issue date: 16 June 2008
Effective date: 30 June 2008

Additional Information

Investing in Summit


Download a PDS
Investment Menu
Issue date: 16 December 2008

Note: Until further notice, the Centro Direct Property Fund is not available for investment as advised by Centro MCS Manager Limited as Responsible Entity of the Centro Direct Property Fund. We will keep you informed of any material developments regarding the Fund when we are notified by Centro.

Generations

Generations Personal Super is a simple and convenient way to save for your retirement. It provides a single access point to a select range of investment options that allow you to diversify your investments while the Summit Service manages the administration of your superannuation benefits.

Generations Personal Super offers three types of investment options:

    • 6 multi-manager diversified
    • 3 multi-manager sector
    • 30 single manager.
The attached PDS includes reference to the range of investment options available to you.

Generations Personal Super

Download a PDS
Issue date: 19 May 2008

Additional Information


Generations Personal Pension has been designed to provide you with an income in retirement in a simple and easy to understand package.

Members of Generations Personal Super Plan can move into the Generations Pension Plan without the need to sell assets.

Generations Personal Pension offers three types of investment options:
    • 6 multi-manager diversified
    • 3 multi-manager sector
    • 30 single manager.
The attached PDS includes reference to the range of investment options available to you.

Generations Personal Pension

Download a PDS
Issue date: 16 June 2008
Effective date: 30 June 2008

Additional Information






  Contact a Financial Adviser

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