Share Builders – just what you’re looking for

As part of our ongoing product and service innovation, Leveraged is proud to incorporate Share Builders to our suite of gearing solutions.
Our latest research told us three things advisers are currently looking for in a gearing solution:

• Little or no paperwork
• Limited recourse lending
• The ability to gear inside a SMSF

Introducing Share Builders - a simple tool available now on the ASX that can be used to gear into shares.

You may be considering ways to potentially accelerate your client’s wealth creation through borrowing to increase their exposure to shares.

Share Builders is an ideal option if you want to limit a Lender’s recourse to shares bought with the Loan – the Issuer has no recourse to your client’s other assets for repayment of the Loan and there are no margin calls.

You can buy Share Builders on the ASX by selecting the underlying share you want to invest in, the total value of underlying shares you want exposure to and the Loan amount per underlying share that is closest to the amount you would like to borrow.

Key features

• Buy and Gear in one trade on the ASX with no paperwork or credit checks.
• The limited recourse loan feature of the Share Builder permits use by an SMSF.
• Cash flow neutral means the only financial commitment is limited to the Purchase Price of a Share Builder.
• Extract cash for business or investment purposes (ex property)from an existing share without selling, triggering a CGT event or credit checks. We can help in the application process.
• Potential tax benefits from any franking credits attached to dividends and the deductibility of interest cost in the relevant tax year.
• Comprehensive end of financial year reporting that incorporates any interest, dividends and associated franking credits.
• Additional resources available for financial advisers include a Share Builder Simulator and a Summary of Features which may assist in preparing a Statement of Advice.

And remember, as part of our service we can assist in structuring a Share Builder that can be traded on the ASX that is specific to your client’s needs.

To find out more or to discuss Share Builders, please contact your Leveraged Relationship Manager or call us on 1300 307 807.

_{Adviser use only. Issued by Leveraged Equities Limited (“Leveraged” ABN 26 051 629 282, AFSL 360118) acting in its capacity as Lead Distributor for Share Builders. Leveraged is a subsidiary of Bendigo and Adelaide Bank Limited (ABN 11 068 049 178 AFSL 237879). Share Builders are issued by UBS AG, Australia Branch (ABN: 47 088 129 613, AFSL 231087) ("UBS" or “Issuer”) under a Master Product Disclosure Statement and Term Sheet which have been prepared by the Issuer. For Adviser use only, not to be distributed to any other person.}