Convenient cash hub for your clients investments

No monthly account or transaction fees

Competitive interest rates

Dedicated team to help you

NAB Cash Manager is the ideal cash management account for clients who want to keep their investment cash flow separate to their everyday cash flow.

It’s also been designed to integrate with your business with ease. With a range of features creating efficiencies in your back office and giving you visibility of your client’s cash position, managing your client’s cash has never been easier.

BENEFITS

  • Visibility and online access – view your client’s transactions and balances via NAB Connect
  • Automated data feeds – enjoy greater efficiency into your back office as the NAB Cash Manager can integrate with most software packages via automated transaction data feeds
  • Simple fee collection – with your client’s authorisation, save time and streamline your monthly accounts process through automatic debit of fees from their account
  • A competitive return – ensure your client’s at-call cash is working hard, with their entire balance earning a competitive rate

It’s built for back office efficiency, greater returns and your clients benefit from no monthly account keeping or establishment fees.

FEATURES AT A GLANCE

Flexible access to money

  • Quick and easy access to money
  • Use NAB Internet and Telephone Banking, NAB branches, NAB ATMs, BPAY® and EFTPOS

Earn interest on every dollar

  • Interest is calculated daily and paid monthly
  • The same interest rate applies to every dollar, regardless of balance

Interest rate

  • 1.0%1 + 0.5%2 variable interest rate

Open the account with $5000

  • A minimum opening balance of at least $5000
  • Once the account is open, there’s no minimum balance

Cost effective and convenient

  • No monthly account service fee
  • It’s easy to setup direct debits, direct credits and period payments
  • Data feeds can link directly to your financial planning software package

There are many types of cash flow. Your clients cash could be consolidated into a NAB Cash Manager Account – a centralised place to hold cash for investment purposes while earning interest on every dollar regardless of balance. Clients have easy access to their money and can deposit or transact whenever the like.

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Important information

1 1.0% pa is the current standard variable interest rate and is subject to change.

2 A margin is applied for customers who are 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 doesn’t apply to accounts opened prior to 1 July 2014 and where NAB has paid a commission to an eligible financial adviser.

This information is of a general nature and has been prepared by National Australia Bank Limited ABN 12 004 044 937 (NAB) for information purposes only and does not take into account your clients’ objective, financial situation or needs. The information contained on this website is current as at 23 January 2018 but may change without notice. The NAB Cash Manager is only available to approved customers. Terms and conditions and fees and charges apply. National Australia Bank Limited is the product issuer, unless otherwise specified. Before acting on any information, NAB recommends that you consider whether it is appropriate for your clients’ circumstances. Use of the information contained on this page is governed by Australian law and is subject to the disclaimers which can be read on the disclaimer page. View the NAB Privacy Policy.

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

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