Self Managed Super Fund Account

Prepare for retirement and manage your self-managed super retirement funds in one place with our Self Managed Super Fund (SMSF) Trust Account.

Eligibility

Features

When you open a Trust Account at Heritage for your Self Managed Super Fund, you can set up your banking so that it works for you. Features of our accounts include:
  • 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

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. 
 
Enquire online now or call us on 13 14 22 to get started.
Featured accounts

Choose to bundle a transaction account with a flexible online savings account, or invest in a term deposit with competitive rates.
Featured Term Deposit
2.75 % PA
12 month term deposit for $1,000 or more

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. Read our article What is a Self-Managed Super Fund? to learn more.

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We're available to support you through your investment journey and answer any questions you may have.

If you'd like to talk to our specialists about our retirement, investment or financial planning products, tap here for live assistance.