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Ord Minnett fee schedule

Fees are current as at 8 August 2025 and subject to change.

Establishment fee

Paid by 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 search and PPSR fee to register a Security Interest over your Secured Portfolio.
Release another Security Interest

$150.00
$69.00
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

Off Market Transfer Fee
Applicable when a transfer of Security resulting in a Change of Ownership (including 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

Nominate a Platform
To register the Lender's Security Interest on the Personal Property Security Register (PPSR) for the Nominated Platform for 7 years or less.

Search fee $2
Registration Fee $6

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
Stand direct credit
Same day TT/RTGS

Nil
$26.00
Dishonour Fees
Applicable if a funds transfer fails, for example if there are insufficient funds in an account.
 
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 to Product Guide for further information.
Company/ Executive Company Options
Arrange payment to exercise
Loan repaid within 4 months

$250
$200 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
Nominate a Platform
To register the Lender's Security Interest on the Personal Property Security Register (PPSR) for the Nominated Platform for 7 years or less.


Search fee $2

Registration Fee $6

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

Information on this web page forms part of the Ord Minnett Margin Loan Product Disclosure Statement dated 8 August 2025 or later.

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