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.

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.
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? 
Financial Planning 
Heritage has teamed up with Bridges, one of Australia’s largest, national financial planning organisations, to offer you professional financial advice. 
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.
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. 

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