ANZ Trust Management is a comprehensive financial reporting and deposit solution for busy professionals.

How it works

It is a specifically designed deposit account for solicitors, accountants, real estate agents and others who invest funds on behalf of their clients.

Not only does it make managing your records much simpler, it also offers your clients competitive interest rates, on call. And because it’s quick and easy to use, ANZ Trust Management can save you and your clients both time and money.

Product information

Credit interest
Clients enjoy a competitive, tiered interest rate. Interest is calculated daily and credited quarterly. Interest is also credited on the closure of client accounts.
Access

Funds are available on call. You can access your funds via:

  • ANZ Direct Online
  • Contacting a centralised Trust Management team
Fees

There are no transaction fees on this account, unless accessed via ANZ Direct Online.

Please contact an ANZ Business Specialist as below for charges that apply to ANZ Direct Online.

Additional
features

Comprehensive reporting available:

  • Daily Client Account Master listing  (of balances & interest paid)
  • Monthly Certificate of Trust Fund balances
  • Quarterly Certificate of Trust Fund Balances & Interest Paid
  • Annual Statement of Interest Paid.

How to apply

For more information or to apply for ANZ Trust Management:
 

Telephone icon  Call 0800 ANZ BIZ (0800 269 249)
 

Enquire online icon  Enquire online
 

Visit branch icon  Visit your nearest ANZ branch

Eligibility criteria and terms and conditions apply.