End of financial year gear
Investors are always on the lookout for ways to boost their investment power in a tax effective way. A margin loan provides investors the opportunity to unlock equity in their portfolio to access additional funds to invest. And in June, there is the added opportunity to lock in a discounted rate, fix and prepay interest and take advantage of potential tax benefits.
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.
Why open a margin loan before June 30?
Benefits
| Savings | Take advantage of discounted rates for fixed rate loans – click here |
|---|---|
| Tax deductibility | Interest paid up to 30 June, 2018 including amounts paid in advance, may be tax deductible this financial year. |
| Certainty | Be certain of borrowing costs. |
| Easy to apply | Class-leading online application process providing advisers and clients dual access in a secure environment. |
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.