Funds Assist
A Safe Account To Secure Your Savings
Using a Power of Attorney you can choose to invest part of your savings or retirement funds with us, knowing your money is secure and readily accessible. Provides a net return of 5.75%* for amounts over $100,000. There are no establishment fees, early termination fees or exit fees.
Funds Assist offers the flexibility and convenience of your money at call, interest calculated daily, up to twelve free withdrawals a year and the security of a NSW state government guarantee.
You can upgrade to our Active Assist at any time if you want us to assist you in the management of any other financial tasks such as paying bills, collecting income and managing investments, or if you lose your ability to self manage.
*Current actual rate 6.50% less 0.75% annual tax deductible management fee.