Investments

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MLC Cash Management Trust - Features at a glance

Minimum initial
investment		 $5,000 or $500 with a Regular Savings Plan.
Minimum additional
investment		 No minimum
(with the exception of the $100 minimum investment for a Regular Savings Plan)
Entry, exit or account
keeping fees		 nil
(with the exception of normal government charges)
Flexible contributions Your client's can choose to make contributions to their cash management trust account through a Regular Savings Plan. Their salary, dividends or interest can also be paid into their MLC MasterKey Cash Management Trust account.
Convenient transaction
facilities		 Transactions are easy with an Easy Access cheque book and deposit book.
Clients can also get information such as returns, current account balances and recent transaction details through InfoDial, which is available on 24 hour telephone access, seven days a week.
Accessing client
information		 Keep track of performance, current account balances, interest rates and recent transaction details
via mlc.com.au
Online account-based
access		 Clients can transfer funds into MLC MasterKey Cash Management Trust through BPAY*, by contacting their financial institution to initiate payments.
Reporting Clients can easily keep track of their investment through statements which provide consolidated reporting on their entire MLC MasterKey portfolio.
Accreditations The Trust has a 'AAAm' rating by Standard & Poor's1. This is the highest credit rating for a cash management trust.
* Registered to BPAY Pty Ltd ABN 69 079 137 518.
1 Ratings are subject to change. Standard & Poor's international ratings agency. For the latest ratings information please visit www.standardandpoors.com