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Acceptable Investments List
Discover our diverse and frequently reviewed acceptable investments list, including securities, platforms and managed funds#.
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1300 307 807
+61 2 8282 8282 (If calling from overseas)
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GPO Box 5388,
Sydney, NSW, 2001
Things you should know
#Direct Investment Loan excludes managed funds as acceptable investments.
*The Financial Goals Simulator chart image is for illustrative purposes only and does not indicate any view of, or expectation about, any Leveraged margin loan product or any investment or transaction. It does not cover all the possible outcomes and is not intended as a recommendation. It is simplified and may not reflect actual outcomes, market prices or movements or taxation treatment.
Gearing involves risk. It can magnify your returns; however, it may also magnify 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). No warranty or guarantee is given by the Lender, any other party named on this website or any of their respective related bodies corporate for the performance of any investment acquired using money borrowed through the Margin Loan/Investment Funds Multiplier/ Direct Investment Loan or any investment on the list of Acceptable Investments. Any obligation of the Lender, Sponsor or Nominee or money held in a Loan Account are not deposits with or liabilities of Bendigo and Adelaide Bank Limited.
The information on this website 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. 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 financial adviser and read the Product Disclosure Statement and Incorporated Statements (together, the 'PDS') and Product Guide, together with the terms and conditions applying to the product or service, before making an investment decision. To obtain a copy of the PDS and relevant information please call 1300 307 807, visit the individual product pages on this website, or contact your financial adviser. Not available for a self-managed superannuation fund.
