Why separate your business and personal accounts
At Heritage, we make it our business to understand your business. We understand that Business Banking isn't just about great products, it's about genuine respect and personal attention.
That’s why we suggest you speak with one of our specialist Business Banking Managers about opening a business account and switching your business banking to Heritage.
If you'd like to get your account application ready in advance, follow our steps below to complete the relevant Membership Application Form for your business type.
To get started with Business Banking at Heritage, you first need to open a business membership type that matches your established entity structure. This established entity structure could be any of the following business types or a combination:
|Association||Australian Government Body|
|Partnership||Self-Managed Super Fund|
If you're unsure what your structure is, you can find more information on the Australian Government Business website.
Once you know your established entity structure, you'll need to complete the relevant Membership Application Form and return it to Heritage along with the required supporting documents listed on the form.