Self-Managed Super Fund Account
Prepare for retirement and manage your self-managed super retirement funds in one place with our Self-Managed Super Fund (SMSF) Account.
About this Rate
Features
With a Self-Managed Super Fund Account, you can set up your banking in a way that it works for you. Features of our accounts include:
- $0 monthly account fees^
- Earn daily interest, paid monthly with our Online Saver savings account
- Invest in term deposits with $1,000 or more
- People first service and commitment to our customer-owned values
- Choose one or two to sign, or set up a special signing authority
- 24 hours, 7 days a week mobile, internet and phone banking
Eligibility & how to apply
Our SMSF Account is available for ATO Regulated Self-Managed Super Funds with a company or individual(s) as trustee.
To establish a SMSF Account, you’ll need to provide a full trust deed showing the full name of the trust, the name of the trustees and that the trust is a self-managed superannuation fund. We'll also ask you to complete an application form and provide identification - but we can help you through that process.
Enquire online now or call us on 13 14 22 to get started.
Featured accounts
Choose to bundle a transaction account with a flexible online savings account, or invest in a term deposit with competitive rates.
Business Access transaction account
This low-cost account is designed with small to medium businesses needs in mind and handles your day-to day business, company or trust transactions efficiently.
Online Saver Savings Account
Our Online Saver savings account can be combined with a Heritage transaction account to help you manage your savings online and earn higher interest.
Term Deposit
Lock in your savings for 1 month or up to 5 years with a Term Deposit, and know exactly what your investment is worth ahead of time.
What is a Self-managed Super Fund?
Self-managed super funds (SMSFs) are a way to save for your retirement. As the name suggests, the investments are self-managed, so that means you’re in charge. Read our article What is a Self-Managed Super Fund? to learn more.
We are here to support you. If you have any questions or concerns, please don’t hesitate to contact us or tap here for assistance.