The Bell Cash Trust is an ideal addition to your investment portfolio.
It is designed to act as both a core cash account for your share trading with Bell Potter as well as a cash investment account which offers a competitive interest rate.
With a combination of functionality and flexibility Bell Potter’s Cash Trust allows you to efficiently manage your cash flow with a direct link to your equities and/or derivative trading accounts ensuring seamless settlement.
At-Call
0.20% p.a. *
Last updated: 20 March 2020
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).
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.
Continuous Disclosure Statements
Under its Continuous Disclosure Policy Bell Potter Capital makes available the following documents:
Bell Cash Trust
- 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
*Please note the interest rate received may be reduced by up to 0.25% p.a. where a trailing commission is permitted to be paid by law to an adviser. Please contact your adviser for more details. 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.