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Adviser-only

Fee schedule

Fees are current as at 4 December 2018 and subject to change.

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 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.

Type Fee
Exchange Options Plus Nil
Instalment Plus Nil
Rewards Plus Nil
Short Plus Security borrow request
$25 authorisation fee (unless specified otherwise in the authorisation)
$50 settlement fee
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 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
Company/Executive Company Options
Arrange payment to exercise
Loan repaid within 4 months
$250.00
$200.00 or 1% of exercise application, whichever is greater
Off Market Transfer Fee
Applicable when a transfer of Security resulting in a Change of Beneficial Ownership to Issuer Status or another Controlling Participant.
$25 per security
Late Settlement of Buy Contract Note
Applicable when a buy contract note does not settle on the due date as specified on the contract note.
$30 per contract note
Late Settlement of Sell Contract Note
Applicable when a sell contract note does not settle on the due date as specified on the contract note.

$30 per contract note

Facility closing fees
Paid by direct debit from your nominated account.

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

$150.00 plus solicitors costs and disbursements

Exit fee if Property is withdrawn from the Secured Portfolio within 12 months of Property Plus being established

$1,000.00

Exit Fee if Property is withdrawn from the Secured Portfolio after 12 months of Property Plus being established

$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 4 December 2018.

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.

Type Fee
Individual borrower Nil
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.

Type Fee
Instalment Plus Nil
Rewards Plus 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 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
Off Market Transfer Fee
Applicable when a transfer of Security resulting in a Change of Beneficial Ownership to Issuer Status or another Controlling Participant.
$25 per security
Late Settlement of Buy Contract Note
Applicable when a buy contract note does not settle on the due date as specified on the contract note.
$30 per contract note
Late Settlement of Sell Contract Note
Applicable when a sell contract note does not settle on the due date as specified on the contract note.

$30 per contract note

Facility closing fees
Paid by direct debit from your nominated account.

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 4 December 2018.

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.

Type Fee
Individual or Joint applicants Nil
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.

Type Fee
Rewards Plus Nil
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 balance Maximum free trades per month
Less than $20,000 0
$20,000 - $99,999 20
$100,000 - $250,000 50
$250,001 - $500,000 100
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 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
Off Market Transfer Fee
Applicable when a transfer of Security resulting in a Change of Beneficial Ownership to Issuer Status or another Controlling Participant.
$25 per security
Late Settlement of Buy Contract Note
Applicable when a buy contract note does not settle on the due date as specified on the contract note.
$30 per contract note
Late Settlement of Sell Contract Note
Applicable when a sell contract note does not settle on the due date as specified on the contract note.

$30 per contract note

Facility closing fees
Paid by direct debit from your nominated account.

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 4 December 2018.

Get in touch

Phone

1300 307 807
+61 2 8282 8282 (If calling from overseas)

8:30am - 5:30pm AEST,
Monday - Friday

Online

Send us an online enquiry or email info@leveraged.com.au

Mail

GPO Box 5388,
Sydney, NSW, 2001

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Leveraged Equities Limited ABN 26 051 629 282 AFSL 360118
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