The NAB Cash Manager is the ideal cash management account to manage cashflow for investments such as self-managed super funds, shares and property.

You'll have instant access to your money while it earns a competitive interest rate on every dollar, regardless of your balance. And we won't charge you any monthly account fees or transaction fees.
You'll need an opening balance of at least $5,000 to open a NAB Cash Manager account. But once the account is open there's no minimum balance.

How does it work?

Features at a glance

Minimum opening balance $5,000
Ongoing balance No minimum
Interest rate 1.00% p.a.* + 0.5% p.a.#
(calculated daily and paid monthly on your clients’ entire account balance)
Statements Quarterly (or more frequently upon request)
Monthly account service fee $0
Free unlimited access via NAB Internet and Telephone Banking, NAB branches, NAB ATMs, BPAY®, Telephone Withdrawal Facility, Facsimile Instruction Facility and cheque book
Additional features
  • Easy set-up of direct debits, direct credits and periodical payments
  • Data feeds direct to your financial planning software package

* Current standard variable interest rate and is subject to change.

# A margin's applied for customers who were introduced by a financial adviser with a dealership arrangement with NAB. NAB may change or remove this margin by notice to the customer. This margin only applies if your contract states that it applies. It does not apply to accounts that were opened prior to 1 July 2014, and where NAB has paid a commission to an eligible financial adviser.

Adviser Benefits

Access your clients’ account information any time

NAB Cash Manager lets you view your clients’ account details via your desktop. This means you can easily keep track of your clients’ investment cash flow and provide timely investment advice.

We offer data feeds to most financial planning software.

To learn how to set up data feeds to your financial planning software, please contact one of our Sales Support Specialists.

Real-time access

NAB Connect

Use NAB Connect to view all your clients' NAB Cash Manager Accounts simultaneously. You can view and download your clients’ transaction history, access statements and daily balances.

To apply for NAB Connect access you will need to download and complete the NAB Connect application form (PDF, 1.1 MB).

Money Tracker1.1

Money Tracker, our online money management tool, is integrated into Internet Banking. It provides insights to help you better understand, plan and manage your clients’ finances.

Money Tracker helps you create budget targets and savings goals with your clients and see how different scenarios may impact their savings over time.

For more information, please see Money Tracker FAQs.

To view Money Tracker you'll need access to NAB Internet Banking. To gain access please complete the Internet Banking access form (PDF, 204KB). To link existing clients, you'll need to complete the NAB Internet Banking and Telephone Banking authorised user nomination form (PDF, 256KB).

A dedicated team at your service

If you need help with account openings, authorities and other enquiries, we have a dedicated Cash and Investment service team ready to assist you.

® BPAY is a registered trademark of BPAY Pty Ltd ABN 69 079 137 518.

We're ready to help you

Talk to an expert
For nabtrade call 13 13 80

Mon-Fri 8am - 8pm (AEST/AEDT)

For investment lending call 1300 135 145

Mon-Fri 8:30am - 5:30pm (AEST/AEDT)