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Generations Personal Super
Generations Personal Super is a simple way to save for your retirement.
It provides you with a single access point to a range of investment options that allow you to diversify your superannuation investments while we take car of all the administration for you.
Generations Personal Super is administered by Summit - an award winning portfolio administration service operated by AXA Australia since 1992. If you are a member of Generations Personal Super you can access your portfolio information at www.summitservice.com.au.
Leading investment managers
- Access to some of the world's leading investment managers.
- Choose from a select range of specialist investment managers or access our range of multi-manager options.
Value for money
- By leveraging the size and strength of the Global AXA Group, Generations Personal Super aims to reduce the costs of investing.
- Generations Personal Super fees are designed to be simple, fair and competitive ensuring more of your money is working for you.
Tax-effective
- For many investors, superannuation continues to provide the most tax-effective investment opportunity available.
- Generations Personal Super gives you access to a complying superannuation fund ensuring your investments are tax-effective.
Convenience and control
- Access to a range of quality investment options from the major asset classes with the simplicity and convenience of consolidated reporting and online access.
Saving you time
- Our website provides you with information such as your current balance, portfolio valuations, asset allocations and recent transaction history.
- Regular savings plan to help you build your retirement benefit.
Optional insurance to protect you and your family
- Access to insurance for death, permanent and temporary disability.
- As well as providing you and your family with financial security, obtaining insurance through Generations Personal Super may be tax-effective.
Generate more
Generations Personal Pension is designed to provide you with an income in retirement in a simple and easy to understand package. You can transfer seamlessly from Generations Personal Super to the Generations Personal Pension without incurring any CGT expenses and selling costs. You can even maintain the same investment options you selected with Generations Personal Super.
Generations Investment Portfolio provides a simple and convenient way to generate wealth outside the superannuation environment. Like Generations Personal Super, Generations Investment Portfolio provides you with a single access point for a range of investment options to help you grow or manage your wealth.
If you have any questions in relation to any of the above please contact us on 1800 622 772
The above information does not replace the full description or terms and conditions of the product. You are advised to read the product disclosure statement (PDS) in relation to this product carefully before deciding if this product is appropriate to your needs. Application can only be made by completing an application form contained in a current PDS. Fund: Summit Master Trust Personal Superannuation & Pension Fund ABN 74 759 764 217 Trustee: N.M. Superannuation Pty Ltd ABN 31 008 428 322 AFS Licence No. 234654. | |
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