Cash Management:

Cash Management Trusts provide the opportunity for you to access investments usually only available through the professional money market such as government and bank backed securities. A fund provides the means for many retail or non-institutional investors to combine to achieve a pool of funds which allow entry into the professional or wholesale cash market. There are fees which cover the costs associated with the management and trustee requirements of the fund. Cash Management Trusts usually have a very short notice of redemption period and therefore are considered very liquid.

We can assist you with ensuring that you develop a portfolio that is balanced and suits your attitude to risk. A Cash Management Trust may be an appropriate inclusion in your balanced portfolio. Contact us today to discuss your requirements further.














Charter Financial Planning is a principle member of the Financial Planning Association.
Charter Financial Planning, Level 3 447 Collins Street, GPO Box 2830AA, Melbourne 3000.