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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| Download the product disclosure statement (PDS) and Additional information Download the Investment Menu | |
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| Download the Summit Select Multi-manager Investment Options PDS |
Financial protection
You 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
- Life and Total and Permanent Disability
- Income
Speak to your financial adviser today to find out more about the insurance options available to you.