Articles

Short Sell case study

Article
27 January 2017

In this section. Short Sell case study. Profit from a falling security price. Continue to trade and potentially profit from a bear market. An alternative hedging strategy to options or warrants. Pursue a long/short or pairs trading strategy so you

get-more-out-of-gearing/case-studies/short-sell-case-study

Protected covered write: strategy guide

Article
23 November 2016

A protected covered write, also known as a collar, allows investors to cap their downside risk using a put option, while receiving a premium from writing a covered call option. The strategy consists of holding shares, selling a call option, and

get-more-out-of-gearing/understanding-more/protected-covered-write-strategy-guide

Recipe for retirement: a slice outside super

Article
21 September 2016

Great news! Australians are living longer than ever before! Defying mortality, however, presents new considerations, such as longevity risk – outliving your nest egg. Australians have to reconsider their retirement saving strategy, and their

get-more-out-of-gearing/understanding-more/recipe-for-retirement

How does gearing stack up?

Article
29 August 2016

Using historical data and our brand-new savings simulator, we put three strategies to the test. 

get-more-out-of-gearing/understanding-more/how-does-gearing-stack-up

Protective puts: Strategy guide

Article
26 August 2016

100% lending. 100% protected. No break costs.

get-more-out-of-gearing/understanding-more/protective-puts-strategy-guide

What is a sweep account?

Article
05 July 2016

If you’ve fixed your loan, but haven’t drawn down all the funds, you might be paying interest on a loan that’s not being used.

get-more-out-of-gearing/understanding-more/what-is-a-sweep-account

Calculating the Buffer

Article
27 May 2016

The Buffer is an allowance over and above the approved loan to value ratio or Lending Ratio to accommodate small market fluctuations without triggering a Margin Call. In most circumstances, Leveraged offers a Buffer of 10%.

get-more-out-of-gearing/understanding-more/calculating-the-buffer

Tax considerations for margin lending

Article
27 May 2016

The hardest question for most people is what to invest in. The choice is made difficult because of a sense that investments are forever, and the different appeal of capital and income.

get-more-out-of-gearing/understanding-more/tax-considerations-for-margin-lending

The benefits of franking credits

Article
01 February 2016

Dividend payments, and the franking credits that come with them, can be very handy come tax-return time.

get-more-out-of-gearing/understanding-more/franking-credits

Gearing to diversify

Article
01 November 2015

While for some investors, gearing a single stock holding is a valid strategy, for others achieving diversification in a portfolio – across companies and sectors – is important. You can use gearing to diversify an existing portfolio without

get-more-out-of-gearing/understanding-more/gearing-to-diversify