Superannuation

Superannuation is your savings for retirement – it can mean the difference between lifestyle choices you’ll have available once you’re retired.

How we can help

Let us help you take control of your future with our superannuation, self-managed super fund and retirement planning services.

Financial planning 
Heritage has teamed up with Bridges, one of Australia’s largest, national financial planning organisations, to offer you professional financial advice. 
Secure Super Account
A retirement savings account, which offers all the tax advantages of a superannuation fund, with the capital-guaranteed security of a term deposit.
Self-managed Super Fund Account
Organise your self-managed retirement funds in one place with Heritage. Open your self-managed super fund account and competitive interest rates and low fees.
Self-managed Super Fund Loan

Use your self-managed retirement funds as equity to purchase an investment property through your Self-managed Super Fund with a Company Trustee. 

These articles may help you
Retired couple riding bicycles near beach
What is a Self-managed Super Fund?
How does and Self-managed super fund work and how do you get a Self-managed Super Fund set up? 
Retired couple in orchard picking apples
How to plan for retirement
Having strategies in place to build your retirement savings as much as possible before you retire is an important step towards helping you enjoy your golden years.

We are here to help

Our specialists will help you find the right product and support you through every step of the purchase.

Enquire now

Or call 13 14 22 to speak to an expert