Cash Management Trust

What benefits will you enjoy as a unitholder?

Regular Information

  • Monthly Transaction Statements if there has been account activity, otherwise quarterly

  • Transaction Statements (March, June, September and December)

  • Balances and transactions online (available only with Network Plus access)

  • Annual Report for the Trust (which includes Trust income and expenses information)

Income

  • Accrued daily and credited to your Trust Account quarterly (or earlier if you close your Trust Account)

  • You can elect for income to be automatically reinvested or have it paid directly into a nominated account (unless it is less than $5.00)

Fees

  • Nil entry and exit fees

  • Competitive management fee

Appointment of Agents

You can elect to have Authorised Third Parties, Automatic Settlement Companies and Authorised Persons appointed to carry out transactions on your Trust Account (such as Third Party Transactions)

Why should you select Primary access? – a simple investment account with other useful features, including a cheque and deposit facility

In addition to the benefits of being a Unitholder as outlined above, with Primary access there are added benefits in the way in which you can access your Trust Account:

  • Cheque and Deposit facilities

  • You will receive a personalised cheque and deposit book

  • You can write cheques and deposit funds at Westpac, Bank of Melbourne and Challenge Bank branches

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Why should you select Network Plus access? – Multiple ways of accessing your Trust Account and getting information

Network Plus access can provide you with easy access to your Trust Account on a competitive basis. In addition to the benefits of being a Unitholder as outlined above under Primary access, with Network Plus access there are added benefits in the way in which you can access your Trust Account. The different ways you can access your Trust Account are set out below:

Internet Banking

  • view your Account Balance and transactions online

  • transfer funds to other accounts

  • pay bills via BPAY

Telephone Banking

  • check your Account Balance

  • transfer funds to other Trust accounts

  • pay bills via BPAY

Debit MasterCard®

  • ATM access

    • view transactions and Account Balances

    • withdraw cash

  • pay for meals and other merchandise

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