Fees are current as at 28 June 2023 and subject to change.
Margin Loan
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 establishment fee 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 |
| Short Plus |
Security borrow request An additional fee may be charged on the Collateral while you continue to borrow Securities. This fee is dependent on the Securities you request to borrow and will be disclosed in the Security Borrow Request Authorisation or by contacting the Customer Service Team on 1300 307 807. |
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 |
Nil |
| Dishonour fees Applicable if a funds transfer fails, for example, if there are insufficient funds in an account Transfer from loan account Direct debit from a nominated account |
$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 |
| 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
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 9 November 2023.
Investment Funds Multiplier
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 Investment Funds Multiplier 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 |
| 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 Standard 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 Transfer from loan account Direct debit from a nominated account |
$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 |
| 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
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 9 November 2023.
Direct Investment Loan
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 Direct Investment Loan Facility. Establishment fees are not refundable if you don’t proceed with your application.
| Type | Fee |
| Individual or Joint applicants | Nil |
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 |
Nil |
| Dishonour fees Applicable if a funds transfer fails, for example, if there are insufficient funds in an account Transfer from loan account Direct debit from a nominated account |
$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 9 November 2023.
Get in touch
Phone
1300 307 807
+61 2 8282 8282 (If calling from overseas)
8:30am - 5:30pm AEST/AEDT
Monday - Friday
Online
Send us an online enquiry or email customerservice@leveraged.com.au
GPO Box 5388,
Sydney, NSW, 2001
