Summit Financial Strategies understands that choosing the right Super fund to manage your money is important.

Choosing a suitable superannuation fund and investment strategy can be complex.

You need someone you can trust, who offers flexible solutions that suit your individual needs and can offer superior service.

Summit offer a range of Superannuation solutions including:

• Personal funds
• Lost Super Search
• Rollovers and Amalgamation
• Self Managed Funds (DIY)
• Corporate and Business superannuation funds

Contact Summit now to find out how you can benefit from...

• Investment strategy
• Extensive investments
• Government co-contributions
• Tax effective investing
• Simplified employer solutions
• Employee choice of funds
• Low cost / high returns
• Self managed & DIY

Summit Financial Strategies understands that choosing the right Super fund to manage your money is important.

Choosing a suitable superannuation fund and investment strategy can be complex.

You need someone you can trust, who offers flexible solutions that suit your individual needs and can offer superior service.

Summit offer a range of Superannuation solutions including:

• Personal funds
• Lost Super Search
• Rollovers and Amalgamation
• Self Managed Funds (DIY)
• Corporate and Business superannuation funds

Contact Summit now to find out how you can benefit from...

• Investment strategy
• Extensive investments
• Government co-contributions
• Tax effective investing
• Simplified employer solutions
• Employee choice of funds
• Low cost / high returns
• Self managed & DIY

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Property in Superannuation

For many years our clients have asked to have the safety and security of residential property within their superannuation funds.

Until recently, the only way a super fund could fund the purchase of a residential investment property was with the cash balance of the fund.

Recent legislation changes now allow super funds to borrow to purchase assets.

Summit Financial Strategies has been developing a strategy to assist clients purchase residential investment properties within their super funds. The strategy is designed to comply with the SIS Act legislation.