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TermPlus Customer Knowledge Base
General

Getting started
- Accounts
Troubleshooting
- Account
General

General

What is TermPlus?
How do I contact you?
Are you a bank or term deposit and are you covered by the government guarantee?
Is there a mobile app?
Where can I find the Product Disclosure Statement (PDS)?
Do you offer loans or credit assistance?

Account Management

How do I download my statement?
How do I update my bank account details?
How do I update my personal details?
How do I close my account?
What happens at the end of term?
Can I change my term duration during the term?
How do I add my TFN after my account is opened?
How many term accounts can I open?
Can I manage my account without a computer or phone?
How do I change my end of term election?

Tax

What are the tax implications?
I’ve had extra tax withheld because I didn’t provide my TFN but I’ve updated it now. How can I get the tax back?
Why does TermPlus need my Tax File Number (TFN) or Australian Business Number (ABN)?

Funds/Payments

Why is the income payment I calculated myself different to what I received?
How are my payments calculated?
How do I change my income payment method?
How do I deposit funds into the account?
How do I withdraw my funds?
Can I change the bank account I want my income payments sent to?
Is there a maximum investment amount?
Does TermPlus support international banks and international funds?
What is the minimum investment amount?

Complaints and Feedback

How do I make a complaint or provide feedback?

Rates/Fees

What are the fees associated with a TermPlus account?
What are the rates?

Help Center

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