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.

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:
  • 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.

Enquire online
Featured accounts

Choose to bundle a transaction account with a flexible online savings account, or invest in a term deposit with competitive rates.
Business Cheque 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.
Learn more
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.
Learn more
Term Deposit
Lock in your savings from 1 month up to 5 years with a higher interest term deposit, and know exactly what your investment is worth ahead of time. 
Learn more

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.

Awards for Bank of the Year - Customer Service and Customer-Owned Institution of the Year

We are here to help

We're available to support you through your investment journey and answer any questions you may have.

If you'd like to talk to our specialists about our retirement, investment or financial planning products, tap here for live assistance.