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Personal Finance > Investments > Investment funds > MLC MasterKey Cash Management Trust

MLC MasterKey Cash Management Trust

One of the great advantages of MLC MasterKey, is that you and your adviser can manage all of your investments - as well as implement a wide range of financial strategies - within one single portfolio. And this single, consolidated view can be rewarding, with management fee refunds based on your total investment. Plus, at the same time, MLC MasterKey gives you access to the expertise of some of the world's leading investment managers.

Why choose the MLC MasterKey Cash Management Trust?

  • The trust has a "AAAm" rating by Standard and Poor's, its highest credit rating for a Cash Management Trust;
  • You can make regular additions to your investment via the regular savings plan, or transfer your salary, dividends or interest automatically to your Cash Management Trust account;
  • You receive a personal cheque book (if requested) and personalised deposit book;
  • You can make most transactions over the phone;
  • You have 24 telephone access, 6 days a week to InfoDial. InfoDial allows you to obtain information on your account such as interest rates, current account balances and recent transaction details;
  • You have access to BPAY® - a quick and easy way to transfer funds from your participating financial institution. You can contact your financial institution via telephone or internet payments;
  • You will receive regular reports on your entire MasterKey portfolio, making it easy to keep track of your investments.
Information at a glance

Minimum initial investment

$5,000 per account OR $500 with a Regular Savings Plan

Minimum additional deposit

No minimum

Regular savings plan

Minimum monthly contribution: $100 per month

Deposits accepted

  • Financial institution transfers
  • Salary
  • BPAY®
  • Cheque
  • Dividends and other income
    (such as unit trust distributions and interest)

Minimum withdrawal

No minimum (except for cheque facilty)

Cheque Facility

Fees applicable

Minimum account balance

$1,000

Frequency of distributions

Quarterly

Telephone facility Withdrawal and additional deposit facility


Want to know more?
Contact your financial planner or click here to contact us.

To find out more about MLC MasterKey, Click here

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