In order to assist clients with their general banking needs we have negotiated access to the following accounts, if you are
interested please email us for assistance.
Macquarie Cash Management Account (CMA)
The next generation cash hub with a great rate and market-leading functionality.
Competitiveness: a variable interest rate currently at 4.25%pa (as at 01/01/2012) - calculated daily, paid monthly
No ongoing fees: no establishment, monthly account keeping or management fees
Flexibility: easy access to your cash via online or phone banking, cheque book facility and Bpay®
Visibility: receive monthly statements and gain access to detailed reporting on your account
SMSF ready: can be used as a cash hub for a self-managed super fund (SMSF), simplifying super fund accounting, tax returns and end of year auditing
Exclusive rewards for Macquarie Gold and Platinum credit cardholders: the ability to redeem your Macquarie Credit Card Reward points for cash back into your Macquarie CMA
HSBC Foreign Currency Cash Management Account
An HSBC Foreign Currency Cash Management Account is an effective way to manage your foreign currency needs
while earning a competitive interest rate on your balance. This account is availible for USD, GBP, EUR, RMB, and 5 other currencies
and with only a $10,000 Australian Dollar minimum balance requirement.
It is basically a local account just not in AUD therefore enabling you to maintain the currency value until the exchange rate changes in your favour, or allowing you to utilise the currency overseas.
In addition to this account its also possible to open a simple savings account and fixed deposit in the currency.
Fixed or Term Deposit Accounts
We have secured accounts with Macquarie Bank, Bendigo and Adelaide Bank, plus personal connections with Heritage Building Society and Bank of Queensland to provide fixed deposit accounts for clients that gives investors the certainty of 'locking in' an attractive rate for a set amount of time.
If you hold an existing account or policy and would like us to review it please complete this form and return to us for a complete policy review. Adviser Transfer and Disclosure Form