Fee schedule

The Fee Schedule is subject to change and is current as at 20 April 2017.

Refer to the relevant product listed below.

MARGIN LOAN

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.

TypeFee
Individual borrowerNil
Company borrower or guarantor
Company establishment fee
Release another security interest

$150.00
$69.00
Tasmanian applicants
Applicable to all Individual, Company and Trust Applicants registered in Tasmania to register a mortgage
$136.30
(current government duty)
Trust borrower or guarantor
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
(refundable if application declined)

Additional product features fee

Paid by direct debit from your Nominated Account.

TypeFee
Exchange Options PlusNil
Instalment PlusNil
Rewards PlusNil
Short PlusSecurity borrow request
$25 authorisation fee
$50 settlement fee

Transaction fees

Paid by direct debit from your Nominated Account.

TypeFee
Credit funds to the loan accountNil
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 or provide archived or historical information 


$50.00
Break costs
Applicable if you break a fixed rate loan. (refer to section 4.1 of the Product Guide for further information regarding Break Costs) 
Minimum $250.00

Facility closing fees

Paid by direct debit from your Nominated Account.

TypeFee
Early account closing
Applicable if you repay the total Facility Balance in full within 4 months of the start of your first Loan, up to an amount equal to the interest that would have been earned on the Minimum Interest Balance for the period from when you repay to 4 months from the start of your first loan


Minimum $200.00
Release fee
Applicable to Company Security Owners only 

$69.00

Property Plus
Mortgage discharge


Exit fee if Property is withdrawn from the Secured Portfolio within 12 months of Property Plus being established

Exit Fee if Property is withdrawn from the Secured Portfolio after 12 months of Property Plus being established

$150.00 plus solicitors costs and disbursements

$1,000.00

$500.00

The information contained under the heading Margin Loan on this web page forms part of the Leveraged Equities Margin Loan Product Disclosure Statement (PDS) dated 20 April 2017.

INVESTMENT FUNDS MULTIPLIER

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 Investment Funds Multiplie Facility. Establishment fees are not refundable if you don’t proceed with your application.

TypeFee
Individual borrowerNil
Company borrower or guarantor
Company establishment fee
Release another security interest

$150.00
$69.00
Tasmanian applicants
Applicable to all Individual, Company and Trust Applicants registered in Tasmania to register a mortgage
$136.30
(current government duty)
Trust borrower or guarantor
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
(refundable if application declined)

Additional product features fee

Paid by direct debit from your Nominated Account.

TypeFee
Instalment PlusNil
Rewards PlusNil

Transaction fees

Paid by direct debit from your Nominated Account.

TypeFee
Credit funds to the loan accountNil
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 or provide archived or historical information 


$50.00
Break costs
Applicable if you break a fixed rate loan (refer to Section 4.1 of the Product Guide for further information regarding Break Costs.
Minimum $250.00 

Facility closing fees

Paid by direct debit from your Nominated Account.

TypeFee
Early account closing
Applicable if you repay the total Facility Balance in full within 4 months of the start of your first Loan, up to an amount equal to the interest that would have been earned on the Minimum Interest Balance for the period from when you repay to 4 months from the start of your first loan


Minimum $200.00
Release fee
Applicable to Company Security Owners only 

$69.00
The information contained under the heading Investment Funds Multiplier on this web page forms part of the Leveraged Equities Investment Funds Multiplier Product Disclosure Statement (PDS) dated 20 April 2017.

DIRECT INVESTMENT LOAN

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 Direct Investment Loan Facility. Establishment fees are not refundable if you don’t proceed with your application.

TypeFee
Individual or Joint applicantsNil
Tasmanian applicants
Applicable to all Individual or Joint Applicants
$136.30
(current government duty)

Additional product features fee

Paid by direct debit from your Nominated Account.

TypeFee
Rewards PlusNil

Trading fees

Charged to your Direct Investment Loan facility. A fee of $5.00 per trade applies to the number of trades above the free trade allowance per month. Calculated on the average monthly loan balance of the Direct Investment Loan facility.

Loan balanceMaximum free trades per month
Less than $20,0000
$20,000 - $99,99920
$100,000 - $250,00050
$250,001 - $500,000100

Transaction fees

Paid by direct debit from your Nominated Account.

TypeFee
Credit funds to the loan accountNil
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 or provide archived or historical information 


$50.00
Break costs
Applicable if you break a fixed rate loan (refer to section 4.1 of the Product Guide for further information regarding Break Costs) 
Minimum $250.00

Facility closing fees

Paid by direct debit from your Nominated Account.

TypeFee
Early account closing
Applicable if you repay the total Facility Balance in full within 4 months of the start of your first Loan, up to an amount equal to the interest that would have been earned on the Minimum Interest Balance for the period from when you repay to 4 months from the start of your first loan


Minimum $200.00
The information contained under the heading Direct Investment Loan on this web page forms part of the Leveraged Equities Direct Investment Loan Product Disclosure Statement (PDS) dated 20 April 2017.

ORD MINNETT MARGIN LOAN

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.

TypeFee
Individual borrowerNil
Company borrower or guarantor
Company establishment fee
Release another security interest

$150.00
$69.00
Tasmanian applicants
Applicable to all Individual, Company and Trust Applicants registered in Tasmania to register a mortgage
$136.30
(current government duty)
Trust borrower or guarantor
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
(refundable if application declined)

Additional product features fee

Paid by direct debit from your Nominated Account.

TypeFee
Exchange Options PlusNil
Instalment PlusNil
Rewards PlusNil
Short PlusSecurity borrow request
$25 authorisation fee
$50 settlement fee

Transaction fees

Paid by direct debit from your Nominated Account.

TypeFee
Credit funds to the loan accountNil
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 or provide archived or historical information 


$50.00
Break costs
Applicable if you break a fixed rate loan. (refer to section 4.1 of the Product Guide for further information regarding Break Costs) 
Minimum $250.00

Facility closing fees

Paid by direct debit from your Nominated Account.

TypeFee
Early account closing
Applicable if you repay the total Facility Balance in full within 4 months of the start of your first Loan, up to an amount equal to the interest that would have been earned on the Minimum Interest Balance for the period from when you repay to 4 months from the start of your first loan


Minimum $200.00
Release fee
Applicable to Company Security Owners only 

$69.00

Property Plus
Mortgage discharge


Exit fee if Property is withdrawn from the Secured Portfolio within 12 months of Property Plus being established

Exit Fee if Property is withdrawn from the Secured Portfolio after 12 months of Property Plus being established

$150.00 plus solicitors costs and disbursements

$1,000.00

$500.00

The information contained under the heading Ord Minnett Margin Loan on this web page forms part of the Ord Minnett Margin Loan Product Disclosure Statement (PDS) dated 20 April 2017.

YBR GOAL ACCELERATOR

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 Goal Accelerator Facility. Establishment fees are not refundable if you don’t proceed with your application.

TypeFee
Individual borrowerNil
Company borrower or guarantor
Company establishment fee
Release another security interest

$150.00
$69.00
Tasmanian applicants
Applicable to all Individual, Company and Trust Applicants registered in Tasmania to register a mortgage
$136.30
(current government duty)
Trust borrower or guarantor
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
(refundable if application declined)

Additional product features fee

Paid by direct debit from your Nominated Account.

TypeFee
Instalment PlusNil
Rewards PlusNil

Transaction fees

Paid by direct debit from your Nominated Account.

TypeFee
Credit funds to the loan accountNil
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 or provide archived or historical information 


$50.00
Break costs
Applicable if you break a fixed rate loan (refer to Section 4.1 of the Product Guide for further information regarding Break Costs.
Minimum $250.00 

Facility closing fees

Paid by direct debit from your Nominated Account.

TypeFee
Early account closing
Applicable if you repay the total Facility Balance in full within 4 months of the start of your first Loan, up to an amount equal to the interest that would have been earned on the Minimum Interest Balance for the period from when you repay to 4 months from the start of your first loan


Minimum $200.00
Release fee
Applicable to Company Security Owners only 

$69.00
The information contained under the heading YBR Goal Accelerator on this web page forms part of the YBR Goal Accelerator Product Disclosure Statement (PDS) dated 1 July 2015.