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Lock in opportunity
and more funds to trade

Using a margin loan is a tax effective way to access
funds to grow and diversify your investment portfolio.

Boost investment potential, manage risk and be tax effective.

Investors are always on the lookout for ways to boost their investment potential in a tax effective way. A margin loan provides investors the ability to gain access to funds outside their savings to increase their market exposure, diversify into a wider range of shares and other investments to potentially reduce the impact of market volatility and accelerate investment returns.

A margin loan can also be a useful tool for managing tax. Depending on individual circumstances:

  • By borrowing against existing investments, investors may be able to take advantage of other investment opportunities without triggering a Capital Gains Tax liability
  • Interest paid on margin loans are often tax deductible provided the funds are used for income producing purposes
  • Investors may be entitled to valuable franking credits

Why open a Leveraged margin loan before June 30?

Competitive rate

Choice of variable or discounted fixed rates from 1 June 2020.

Tax effective

Interest paid up to 30 June 2020 including amounts paid in advance, may be tax deductible this financial year.

Broker of choice

Link your margin loan to a broker of your choice, including a wide range of platforms.

Flexible terms

Variable or fixed terms from 1 month to 5 years. 

Easy to apply

Easy and secure online application process. 

Shares/ETFs/Managed Funds

Comprehensive Australian and international Acceptable Investments List.

Click on the video to learn more about gearing and how different strategies can be effective and can help your reach your financial goals.
Benefits of fixing and prepaying interest

Learn more - benefits of fixing and prepaying interest

The lead up to the end of the financial year often signals a time for investors to take stock of their holdings, consider their tax management strategies and plan for the year ahead.

For investors with a margin loan, June is the perfect time to consider locking in a discounted rate and taking advantage of the potential tax benefits of a fixed and prepaid loan.

To learn more about the benefits of fixing and prepaying interest on a margin loan, read the case study or watch the video on the left.

Ready to apply?

To refinance a current margin loan or open a new margin loan, click Apply now.   Alternatively, call the team to discuss how a margin loan can benefit your investment strategy on 1300 307 807.

Gearing involves risk. It may magnify your returns and your losses.

The Leveraged Equities Margin Loan, Investment Funds Multiplier and Direct Investment Loan are issued by Leveraged Equities Limited (ABN 26 051 629 282, AFSL 360118) as Lender and as a subsidiary of Bendigo and Adelaide Bank Limited (ABN 11 068 049 178 AFSL 237879). This contains general advice only and does not take into account your personal objectives, financial situation or needs. This information does not constitute financial or tax advice. This information is correct and is current as at 1 May 2020 and subject to change without notice. Not suitable for a self-managed superannuation fund. We recommend that you obtain your own independent professional and tax advice on the risks and suitability of this type of investment and to determine whether your interest costs will in fact be fully deductible in the current financial year in your particular circumstance. Terms, conditions, fees, charges and normal lending criteria apply. Please consider your personal circumstances, consult a professional investment provider and read the Product Disclosure Statement (PDS) and Product Guide before making an investment decision. To obtain a copy of the PDS and relevant information please call 1300 307 807, visit www.leveraged.com.au or contact your financial adviser.

 

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Leveraged Equities Limited ABN 26 051 629 282 AFSL 360118
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