Summit Personal Super and Personal Pension
Summit provides a simple and convenient way to accumulate your superannuation and transition to a pension.
- Summit Personal Super - 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.
- Personal Pension - a retirement product that enables investors to invest their superannuation benefits to receive a regular income in retirement.
Members of the Summit Personal Super Plan move into the Summit Personal Pension Plan without the need to sell assets.
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Multi-manager Investment Options PDS
Financial protectionYou may wish to consider an appropriate level of insurance to financially protect you and your family in the event of the unexpected.
Summit offers you the award-winning AMP Elevate insurance that provide a comprehensive range of affordable and flexible insurance options which you may include within the tax-effective framework of your super/pension account::
- Life and Total and Permanent Disability
Speak to your financial adviser today to find out more about the insurance options available to you.