Self Managed Super Fund

Prepare for retirement and be more in control with our Self-Managed Super Fund. 

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. If you are unsure if a self-managed super fund is right for you, seek advice from a professional financial planner. For more information visit the Australian Taxation Office website. 

Customer Satisfaction

It's a promise.

Heritage has won Mozo's 2018 People's Choice award for Outstanding Customer Satisfaction. Just another way we're putting People first.

How We Can Help
Term Deposits
A term deposit gives you a fixed interest rate for a nominated term. This means you’ll know exactly what your investment is worth ahead of time. 
Leveraging Your Superannuation
Superannuation funds can borrow money to purchase an investment property. See how we can help you do this.
These articles may help you

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