How do I view my interest year to date summary?


How to

To view your interest year to date, you'll need to access the full version of internet banking.

  1. Login to Heritage Online on your desktop computer or in your mobile browser
  2. Go to the Accounts menu and select View Interest Year to Date.

This will allow you to view details of your interest earned and charged for the current and previous financial year on all savings, investment and loan accounts.

Interest details are displayed for all of the accounts held under your member number. 

You will receive a Withholding Tax Payment Summary if there has been tax withheld on one or more of your accounts. You will need to apply for a refund through your end of year tax return. 

Tax return tips to budget your refund
Before you lock in what to buy with your tax return this year, here's a few tax return budgeting tips to consider.

Our Contact Centre is here to help you with internet banking, account troubleshooting, card management and lots more.

Call our internet banking support line on 1300 722 767 or tap here for live assistance.