Standard BT Margin Loan
Essentials
- Borrow up to 75% of your portfolio's value with no establishment fees1
- Lets you borrow to invest in a range of managed funds and ASX listed securities
- Use existing managed funds, shares or cash as security and borrow up to 75% of the value of your total investment portfolio
- Suits those who want to borrow to invest in shares or managed funds
- Competitive Approved Securities list
- Minimum loan is $20,000 or $2,500 with a regular gearing facility
- Interest on loan may be tax deductible and you can prepay interest for up to 12 months in advance
- Flexible interest payment options, fixed or variable, capitalised to the loan or direct debit.
Visit Standard BT Margin Loan on the BT Financial Group website for more information. This product is provided by BT Margin Lending.
For more information on gearing and margin loans read:
Did you know?
Linking your BT Margin Lending account to a Westpac Online Investing account has a range of benefits including preferential broking and a discount off the interest rate.
Related documents
Things you should know
- 1.Details about fees can be found in the BT Margin Lending Application.
- This information has been prepared without taking account of your objectives, financial situation or needs. It should not be considered a comprehensive statement on any matter nor relied upon as such. Because of this you should, before acting on this information, seek independent financial and taxation advice to determine its appropriateness to your objectives, financial situation and needs.
-
To view PDF files you need Adobe Acrobat Reader. Use Adobe's online PDF conversion tools to convert to another format.
