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ANZ Trust Management

ANZ Trust Management is the simple, efficient solution for professionals who manage funds on behalf of clients. ANZ Trust Management will save you time, money and effort - while helping you deliver a better service to clients.

Benefits of ANZ Trust Management

Ease and efficiency

ANZ Trust Management is integrated with your organisations banking so you can manage all your banking from the same place. Client funds are kept in separate, named accounts with comprehensive reporting at the click of a mouse.

ANZ Trust Management adheres to the requirements of relevant professional bodies, which makes compliance easier.

Security

Your data is protected by ANZ's security systems and processes, including additional two factor authentication for financial transaction batches.

You can allocate different access rights to different users based on their role, and ANZ Trust Management includes a comprehensive audit log facility.

Benefits for your clients

Your clients benefit from competitive call and term deposit rates with no account or transaction fees except where accessed through ANZ Direct Online.

Flexibility

With ANZ Trust Management you can create unlimited client accounts. You can choose from call accounts or term deposits with a choice of interest payment cycles.

Product information

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

Credit interest  

You'll enjoy a competitive, tiered interest rate. Interest is calculated daily and credited quarterly. Interest is also credited on the closure of accounts.

Access

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

Fees

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

Please contact an ANZ Buisness Specialist 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.

For more information or to apply

For more information view our Trust Management eBook or to apply for ANZ Trust Management:

Online

Enquire online

Fill in our enquiry form and we'll contact you

  

Phone

0800 269 249

+64 9 523 7220

Business Specialists available
Mon-Fri 8am - 6pm (NZT)

  

Talk to a Business Specialist

Find a local expert

Our business specialists are skilled in supporting businesses just like yours.

  

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Eligibility, lending criteria, terms, conditions and fees apply.