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 financial future. Learn more about our Financial Planning services, Self-managed Super Fund Account and Self-managed Super Fund Loan below. 

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

How should your finances look by the time you’re 35?
Experts say you should have twice your salary in savings, but is this actually true?

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? 

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.
Secure Super Account - no longer available for sale
As of 1 November 2022 the Secure Super account has been withdrawn from sale and no new accounts can be opened. Existing Secure Super accounts and account holders can continue to operate on the account including making contributions and requesting to change to a Transition to Retirement or Pension account, in accordance with the Product Disclosure Statement (a copy of which is available online or in-branch).
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We are here to help

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.