What is a customer owned bank?
With a history going back to 1875, we've always been in the business of helping Australians realise their financial dreams. Our members are important to us and we go to great lengths to help them reach their financial goals through our award winning products and People First service. If you’d like to Switch to Heritage, we’re here to help you through the process and beyond.
Let your employer know your new account details. Fill out our salary deposit form then send it to your employer to let them know where to deposit your pay.
Let us help you find the loan that's right for you. Choose from one of our fixed or variable rate loans, all with competitive rates.
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Step 1: Review your transactions
Take a look over your statements on your old account and identify which payments you’d like to switch. This is a great time to note what dates your payments come in and out, to help your budget planning!
Step 2: Set up your online payments
Set up any regular BPAY, Pay Anyone or periodical payments that you'd like to manage yourself in Heritage Online (internet banking).
If you need to register for Heritage Online, call our Queensland based Contact Centre on 14 14 22. They are available 24/7 to take your call.
Step 3: Contact your service providers
Advise your service providers of your new bank account details or your new Visa Debit or Credit card details once you receive it in the mail.
If you have an online account with your service provider you can usually update your payment details online. Or simply give them a call and update your details over the phone.
We can help you switch all your direct credits & debits that you hold with other companies at once. Simply complete the Switch of Regular Payments form and return it to us to start the switching process.
Important stuff
Our range of credit cards offer great value and global convenience. If you're looking for banking rewards, complimentary insurance, a low interest rate or no annual fee, we have options for you.
What is a customer owned bank?
How to improve your debt situation
The home loan application process
Save money with a financial health check
Doing a health check on your expenditure is a great way to find savings. Here's a list of financial and service products to check.