Boost client investment potential
Investors are always on the lookout for ways to boost their investment power in a tax effective way. A margin loan provides investors access to funds as well as the opportunity to fix and prepay their interest.
With an extensive list of Australian shares, ETFs and managed funds available, a margin loan from Leveraged provides investors with a tax effective tool that enables them to gain additional exposure to dividends, franking credits and the potential to accelerate their investment returns.
To refinance a current margin loan or open a new loan call 1300 307 807.
Open a margin loan with us by June 30
7 reasons why:
| Customer satisfaction | Dedicated Relationship Manager - Voted number 1 in customer satisfaction by advisers* |
|---|---|
| Competitive rate | Take advantage of discounted rates and certainty on interest payments with a 6 month, 12 month or 2 year fixed rate loan |
| Tax effective | Interest paid up to 30 June, 2018 including amounts paid in advance, may be tax deductible this financial year |
| Certainty | Monthly repayment plan in case of margin call with our Investment Funds Multiplier |
| Easy to apply | Class-leading online application process providing advisers and clients dual access in secure environment |
| Shares/ETFs/Managed funds | Comprehensive and diverse Acceptable Investments List |
| International securities | Extensive list of international securities across developed markets |
For more information or to refinance or open a new margin loan, call us on 1300 307 807 or complete the form below.
Important: While borrowing to invest can multiply investment returns, it may also multiply losses if the value of the investment falls. 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). This information is correct as at 1 May 2018 and is for general information purposes only. It is intended for AFS Licence Holders or authorised representatives of AFS Licence Holders only. It is not to be distributed or provided to any other person. *Results from 2015, 2016 and 2017 Investment Trends Margin Lending Stockbroker and Margin Lending Planner reports.