A cash solution to suit your needs
Bell Potter offers a variety of solutions to help you manage your cash, all tailored to integrate effortlessly with your investment activities.
Bell Potter Cash Account
The Bell Potter Cash Account is an interest bearing cash account combining at-call access to your funds with fixed term deposits. It is designed to act both as your core cash account for your investment activities with Bell Potter and as a competitive cash investment account.
- Offers an at-call component with the option to request a fixed term deposit
- Has no minimum account balance on at-call deposits
- Allows electronic transfer of funds including automatic settlement of your share trades
- Offers an online capability to allow you to monitor your balances
- Can be linked to your Bell Potter Portfolio Lending Facility, shares trading account, options trading account and futures trading account.
Key Features
Minimum initial investment** |
None |
$25,000 |
Minimum additional investment |
None |
Not applicable |
Minimum withdrawal |
None |
Not applicable |
Minimum balance |
None |
$25,000 |
Interest |
Accrued daily and paid monthly |
Paid on Maturity |
** When you apply for a Bell Potter Cash Account you are also automatically applying for a $1 “Foundation Account” debenture. We will give you this $1 and by maintaining this account, you will not be required to complete further application forms for future deposits. See section 5.3 of the prospectus for more details.
"Bell Potter Cash Account” is the name given to the cash management facility through which you can apply for and hold secured debentures issued by Bell Potter Capital and offered by Bell Potter Securities under a current prospectus.
The Bell Potter Cash Account is not a Bank Account and is not covered by the recently announced Goverment Guarantee. Investors risk losing some or all of their principal investment. Bell Potter Cash Management Service
For those investors who require personalised cheque and desposit books, Bell Potter in conjunction with Macquarie are pleased to offer an alternate at-call cash account - the Bell Potter Cash Management Service.
Click here for information on the Bell Potter (Macquarie) Cash Management Service
Information provided here is of a general nature and does not take into account the investment objectives, financial situation or needs of any particular investor. Before deciding whether to invest or re-invest you will need to carefully consider the relevant prospectus or offer document and the appropriateness of this investment to your own financial objectives, situation and needs and consult a financial adviser if you are unsure. |
