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. 

Bank Of The Year for Customer Satisfaction

Heritage has been awarded Roy Morgan's 2018 Bank Of The Year for Customer Satisfaction. Just another way we're putting People first.

2018 Roy Morgan Bank of the Year for Customer Satisfaction

Heritage is proud to be awarded 2018 Bank of the Year for Customer Satisfaction and we want to share the love! 

If you'd like to switch to a bank with award winning customer service, we're here to help you through the process and beyond.

Switch today

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.
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