Margin Lending

Grow Your Wealth Townsville

Margin lending allows clients increased share market participation in a tax effective manner.

When incorporated and well managed within a suited client portfolio margin lending can enable investors to accelerate their returns and build wealth. Your advisor can assist you in assessing whether margin lending is right for you, appropriate levels of gearing and underlying investment strategies.

Your Grow Your Wealth advisor has extensive experience in arranging and managing margin lending for a broad range of clients. Key features of the margin finance that can be arranged include:

  • Personalised account management by your advisor
  • Online access to you margin portfolio and loan account
  • Monthly statements
  • Prepaid fixed and variable interest rate options
  • A range of third party finance providers to suit your personal needs 

How it works

Margin lending is an investment strategy which involves borrowing against the security of a broad range of listed shares and managed funds. Eligible securities and managed funds within your portfolio are used as security for the loan against which you can borrow to levels determined by the lender. The proceeds from the loan can be utilised to purchase additional shares to build your portfolio. 

Like all investment strategies margin lending holds a level of risk and is not suitable for all clients. Should the value of the portfolio fall to a level where the loan as a percentage of the portfolio exceeds the limits allowed by the lender, you may be required to either deposit cash or sell securities within your portfolio to restore the equity held within your portfolio.

For more information on Margin Lending give us a call, (07) 4771 4577.  

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GROW YOUR WEALTH PTY LTD
ABN 60 130 727 981
AFSL 403509

Please note: The above is general advice only and does not take into account your personal objectives, financial situation or needs. Before taking any action you should consider the appropriateness of the above advice as it may apply to your personal circumstances.