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. Combine a flexible transaction account with online savings and competitive term deposit investments. 

  • $0 monthly account fees
  • Earn daily interest with an Online Saver 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
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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.
7 month Term Deposit for $1,000 or more
1.20 % 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. 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.
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