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Fee Schedule

Leveraged Equities' fee schedule is subject to change and is as at 16th February 2010.

Establishment Fee

Paid by cheque or direct debit from your Nominated Account. If you do not pay any applicable establishment fee you will not be able to operate your Margin Loan Facility. Establishment fees are not refundable if you don’t proceed with your application.

Type Fee
Individual Borrower Nil

Company Borrower or Security Owner

  • ASIC fee to lodge a charge over the company’s Secured Property.
  • Release another financier’s charge
  • Stamp duty to register mortgage (Applicaable to Security Owners in Tasmania)

 


$150.00
$65.00
Amount of applicable government duty (currently $91)

Trust Borrower or Security Owner

The Lender’s fee to vet the Trust Deed. Applicable if a Solicitor’s Trust Opinion is not provided. Refer to the Application Form for details.

$250.00

Account Keeping Fee

Type Fee
Rewards Plus $100 bi-annually
All other products Nil

Transaction Fees

Paid by direct debit from your Nominated Account.

Type Fee
Credit funds to the Loan Account Nil

Pay funds from the Loan Account

  • Same day electronic transfer
  • Bank cheque

 


$26.00
$10.00

Dishonour Fees

  • Applicable if a funds transfer fails, for example if there are insufficient funds in an account.
  • Cheque deposited to Loan Account
  • Transfer from Loan Account
  • Direct debit from a Nominated Account

 

 


$9.50
$9.00
$35.00

Issuer Sponsored Search $16.50

Retrieval of information

Applicable when your Nominated Adviser requests the Lender to retrieve, collate, sort and/or provide archived or historical information.

$50.00

Break Costs

Applicable if you break a Fixed Rate Loan.

Refer below

Facility Closing Fees

Paid by direct debit from your Nominated Account.

Type Fee

Early Account Closing

Applicable if you repay the Total Amount Owing in full with 4 months of the start of your first Loan.

$200

Release Fee

Applicable for Company Security Owners only.

$65.00