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Who is eligible for Cash Optimiser?

Cash Optimiser is available to eligible retail clients with the following account types: 

 

  • Individual Accounts 

  • Joint Accounts 

  • SMSF (Self-Managed Super Fund) Accounts 

  • Trust Accounts 

  • Corporate Accounts 

 

Note: Advised investor, institutional, and wholesale accounts are not eligible for Cash Optimiser.

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