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An ANZ Margin Loan allows you to leverage the current equity held in deposits*, shares or managed funds. By adding borrowed money to your own funds, you can increase the amount of money you can invest. You can borrow up to 75% of the market value of shares or managed funds on ANZ’s Approved securities list (ASL).
This margin loan is designed for investors who have a relationship with a broker or Financial Planner, and use their services to assist them with investment decisions.
An ANZ Standard Margin Loan is suitable for investors who want to:
- diversify their asset base in a potentially tax effective manner
- increase investment assets outside of superannuation
- effectively manage the cost of borrowing
- gain access to potential tax benefits.
Investors who would like to trade shares themselves online should consider the ANZ E*TRADE Share Investment Loan.
* Applies only to cleared funds in a linked investment account.
Leveraging a portfolio is fast becoming a popular wealth creation strategy. However, you should be aware that while leveraging into investments increases the potential return on investments, it is important to recognise that it can also multiply the effects of falls in share market values. We therefore strongly advise you talk to your financial planner and/or stockbroker and ensure you understand the risks, the specific tax implications, as well as the legal and financial ramifications of a margin lending facility.
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