Westpac Cash Plus Trust

A unit trust designed for investors wanting a low-risk, tax-efficient fund that offers greater flexibility than a term deposit.

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Features
the assets of the trust are solely invested in cash deposits with Westpac New Zealand  
the option of investing by regular payments, lump sum payments or both  
ability, in normal circumstances, to withdraw all or part of your investment at any time (subject to applicable minimums)  
you will receive regular notices on your investment and financial statements each year  
as the trust is a PIE you will be taxed at your prescribed investor rate.  
The current indicative rate on the trust’s deposits with Westpac is 3.00% p.a. The rate can change without notice.
Unit prices
unit prices are generally calculated daily  
for the latest available unit price information call
0800 738 641 (8.30am to 5.30pm, Monday to Friday)		  
> Exit Unit Prices (PDF)  
How much do you need to invest?
Your approach to investing can be as flexible as you want it to be. You can make regular investments or pay in lump sums.
 Payment type Minimum investment
Regular investments $1,200 per year—choose to pay this monthly, quarterly, six-monthly or annually (provided you have made the first lump sum payment of $5,000).
Lump sum payments $5,000 minimum for first lump sum payment;
$1,000 per additional lump sum.
 Initial service, administration and other charges
There is no initial service charge, administration charge, trustee fee or management fee.  
Prospectus
A prospectus for the Westpac Cash Plus Trust has been registered. You can download a copy at www.business.govt.nz/companies.  
You can get a copy of the investment statement for any securities for which an investment statement is required from any Westpac branch in New Zealand. Disclosure Statements for Westpac Investment Advisers are available on request and free of charge from any Westpac Investment Adviser. The Westpac managed funds are issued by BT Funds Management (NZ) Limited. Investments made in the managed funds do not represent bank deposits or other liabilities of Westpac New Zealand Limited or any other member of the Westpac group of companies, are subject to investment and other risk, and are not guaranteed by any person.
The information on this page is presented subject to our legal page and any other terms and conditions that Westpac may impose from time to time. It is subject to change without notification.
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