Self Managed Super Fund Account

Prepare for retirement and stay in control with our Self Managed Super Fund (SMSF) Trust Account.

Features

Manage your self-managed super retirement funds in one place with our Self Managed Super Fund Trust Account. Choose to combine a low-cost transaction account with a flexible online savings account or invest in a term deposit with competitive rates. 
  • $0 monthly account fees
  • Earn daily interest paid monthly with our Online Saver savings account
  • Invest in term deposits from $1,000
  • 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
Mozo People's Choice Award Outstanding Customer Service & Most Recommended
Featured accounts

Business Cheque transaction account
This low-cost account is designed with small to medium businesses needs in mind and handles your day-to day transactions efficiently.
Retired couple riding bicycles near beach
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.
12 month Term Deposit for $1,000 or more
1.00 % PA
Interest rate
Eligibility

Our SMSF Trust Account is available for ATO Regulated Self-Managed Super Funds with a company or individual(s) as trustee. To establish a SMSF Trust Account, you’ll need to provide a full trust deed showing:
  • The full name of the trust;
  • The name of the trustees; and
  • 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.  
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.
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