With a combination of functionality and flexibility Bell Potter's Cash Trust allows you to efficiently manage your cash flow.

The Bell Cash Trust^ is an interest bearing account combining at-call access to your funds. The Trust is designed to act both as a core cash account for your investment activities and as a competitive cash investment account.

The Trust combines competitive interest rates with a direct link to your share or derivative trading account for ease of settlement.

Today's Rates
At-Call 0.20%*

*Rate effective 20/03/2020

Key Features

Service Description
At-call convenience
  • Ready access to funds, so you can take advantage of opportunities as they arise.
Competitive rates
  • Competitive at-call rate
No minimum at-call balance
  • With no minimum balance, you can focus on making the optimal trading decisions, while still earning competitive interest between transactions.
Regular Interest Payments

  • Interest is accrued daily and paid monthly.
Electronic funds transfer

  • Fast, efficient automatic settlement of your trades.
Monitor your balances online

  • Keep track of your cash position online.
Integrate with other Bell Potter accounts
  • Your account can be linked to your Bell Potter margin loan, shares trading account, options trading account and futures trading account.

Find out more

Call us on 1800 061 327 to find out more about our Cash Trust.

*Last updated 20/03/2020


Key Documents

Bell Cash Trust Product Disclosure Statement (PDS) and Application Form

*Interest rates are subject to change. Current interest rates are not a reliable indicator of future interest rates. The Bell Cash Trust (ARSN 164 391 119) is a managed investment scheme that is registered with ASIC. The Trust Company (RE Services) Limited ABN 45 003 278 831 AFSL No. 235150 is the responsible entity of the Trust. The Trust is administered by Bell Potter Capital Limited ABN 54 085 797 735 AFSL No. 360457.The Trust Company (RE Services) Limited is a wholly owned subsidiary of Perpetual Limited (ABN 86 000 431 837). Bell Cash Trust is secured over the assets of Bell Potter Capital. Guarantee details and associated risks are disclosed in our PDS. The information provided in this document is general information only and does not constitute investment or other advice. The content of this document does not constitute an offer or solicitation to subscribe for units in the Fund. Any investment decision in connection with the Trust should only be made based on the information contained in the disclosure document for the Fund. Neither Bell Potter Capital nor Perpetual guarantee repayment of any particular rate of return from the Fund. Perpetual do not give any representation or warranty as to the reliability or accuracy of the information contained in this document. All opinions and estimates included in this document constitute judgments of Bell Potter Capital as at the date of this document and are subject to change without notice.


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