Request early access to your investment funds.

We understand life doesn’t always follow a schedule. If you need to access your funds before the end of the minimum investment period, you can request an early withdrawal here.

Make sure to enter the details you originally registered with so we can match your request to your account.

Complete the early access form.

How much are you requesting to access early?
Let us know why you’re requesting access before the minimum term. The more detail, the better we can understand your situation.
Please note: As outlined in our Product Disclosure Statement (PDS), early release of funds is not guaranteed and is subject to the discretion of the Trustee. We'll review your request and get in touch if we need more information.
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Before investing

Important documents

These are important documents for the Moneybox Credit Fund. Please download and review each document before committing funds.

Product Disclosure Statement (PDS)

Explains how the Fund works, its investment strategy, key risks, fees and your rights as an investor.
Download

Target Market Determination (TMD)

Defines the type of investor the Fund is designed for, the distribution conditions and the triggers for ongoing review.
Download

Financial Services Guide (FSG)

Outlines the financial services we provide under our AFSL, how we are remunerated and how you can raise a complaint.
Download

Terms & Conditions

The legal terms that govern use of the Moneybox platform, digital onboarding, account operation and ongoing communications.
Read online
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The information in this website is prepared by Moneybox IM Pty Ltd (ACN 687 133 124, AR 001317023) who is an authorised representative of Cache Investment Management Pty Ltd (ACN 624 306 430 AFSL 514 360) (Cache). The Moneybox Credit Fund is issued by Cache (RE Services) Ltd (ACN 616 465 671, AFSL 494 886) as disclosed in the relevant product disclosure statement. All information is general information only and does not take into account your personal circumstances, financial situation or needs. Before making a financial decision, you should read the relevant PDS and TMD and consider whether the product is right for you and whether you should obtain advice from a professional financial adviser. All investments carry risks.
2026 Moneybox™. All rights reserved.
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