The Bell Financial Trust is an ideal addition to your investment portfolio.
It is designed to act as both a core at-call hub account for your share trading with Bell Potter as well as an at-call investment account which offers a competitive interest rate.
With a combination of functionality and flexibility Bell Potter’s Financial Trust allows you to efficiently manage your flow of at-call funds with a direct link to your equities and/or derivative trading accounts ensuring seamless settlement.
At-Call
3.30% p.a. *
Last updated: 8 November 2023
KEY FEATURES
At-call convenience
Ready access to funds so you can take advantage of opportunities as they arise.
Regular interest payments at competitive rates
Interest is accrued daily and paid monthly based on competitive at-call rates.
No minimum at-call balance
With no minimum balance requirements, you can focus on making the optimal trading decisions, while still earning competitive interest between transactions.
Electronic funds transfer
Fast, efficient automatic settlement of your trades. You can also electronically credit your funds through BPAY® or direct credit (e.g. salary or dividends) – assisting with your cash flow management.
Monitor your balance online
Online capability which allows you to monitor your balances, and access historical transactions.
Integrate with other Bell Potter accounts
Your account can be linked to your Bell Potter margin loan, shares trading account, options trading account or futures trading account.
Key Documents
Bell Financial Trust Product Disclosure Statement (PDS) and Application Form
Notice of Product Disclosure Statement (PDS) Update – November 2023
Bell Financial Trust Target Market Determination (TMD)
The Bell Financial Trust TMD is available free of charge by contacting Bell Potter Capital Ltd on 1800 061 327 or by clicking on this link. Previous versions of the TMD are available by calling 1800 061 327.
Bell Financial Trust Unitholder Meeting Documents and Reports
Following recent amendments to the Corporations Act; where you have provided us with your email address, we will now send notices of meetings, other meeting-related documents to you electronically. You can also elect to receive a copy of the annual financial reports (each a “Communication”) electronically when you notify us of this election.
You have the right to elect whether to receive some or all of these Communications in electronic form and the right to elect not to receive annual financial reports at all. You also have the right to elect to receive a single specified Communication on an ad hoc basis, in an electronic form.
Continuous Disclosure Statements
Under its Continuous Disclosure Policy Bell Potter Capital makes available the following documents:
Bell Financial Trust
- Bell Financial Trust Annual Report 2024
- Bell Potter Capital Annual Report 2023
- Bell Financial Trust Benchmark Disclosures – 30 June 2023
- Bell Financial Trust Benchmark Disclosures – 30 June 2022
- Bell Potter Capital Annual Report 2022
- Bell Financial Trust Annual Report June 2022
- Bell Potter Capital Annual Report 2021
- Bell Financial Trust Annual Report June 2021
- Bell Financial Trust Benchmark Disclosures – 30 June 2021
- Bell Financial Trust Benchmark Disclosure
- Bell Potter Capital Annual Report 2020
- Bell Financial Trust Annual Accounts as at 30 June 2020
- Benchmark Disclosure
- Bell Potter Capital Annual Report 2019
- Bell Cash Trust Annual Accounts as at 30 June 2019
- Notice of new external complaints resolution scheme – AFCA
- Bell Potter Capital Annual Report 2018
- Bell Cash Trust Annual Accounts as at 30 June 2018
- Notice to Members of The Bell Cash Trust: Change of Scheme Compliance Plan Auditor
- Bell Cash Trust Annual Accounts as at 30 June 2017
- Bell Cash Trust Annual Accounts as at 30 June 2016
Bell Cash Account
- Trustee Report qtr ended 30/09/2018
- Trustee Report qtr ended 30/06/2018
- Closure of Bell Potter Cash Account
- Trustee Report qtr ended 31/03/2018
- Bell Potter Capital Annual Report 2017
- Trustee Report qtr ended 31/12/2017
- Trustee Report qtr ended 30/09/2017
- Trustee Report qtr ended 30/06/2017
- Trustee Report qtr ended 31/03/2017
- Bell Potter Capital Annual Report 2016
- Trustee Report qtr ended 31/12/2016
- Schedule of Promises as at 30/09/2016
- Trustee Report qtr ended 30/09/2016
- Bell Potter Capital half yearly report as at 30 June 2016
- Trustee Report qtr ended 30/06/2016
- Trustee Report qtr ended 31/03/2016
- Bell Potter Capital Annual Report 2015
- Trustee Report qtr ended 31/12/2015
- Trustee Report qtr ended 30/09/2015
- Bell Potter Capital half yearly Report as at 30 June 2015
- Trustee Report qtr ended 30/06/2015
- Trustee Report qtr ended 31/03/2015
- Bell Potter Capital Annual Report 2014
- Trustee Report qtr ended 31/12/14
- Trustee Report qtr ended 30/09/14
- Bell Potter Capital half yearly Report as at 30 June 2014
- Trustee Report qtr 30/06/14
- Trustee Report qtr ended 31/03/14
- Bell Potter Capital Annual Report 2013
- Trustee Report qtr ended 31/12/13
- Trustee Report qtr ended 30/9/13
*Interest rates are subject to change. Current interest rates are not a reliable indicator of future interest rates. The Bell Financial 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 Financial 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.