Margin Lending

Margin lending (or Gearing) is a tax effective way of borrowing against your share and managed fund investments to increase the overall value of your portfolio. Put simply, it is a strategy of borrowing money to make an investment.

Margin Lending increases the value of your investments allowing greater diversification and potential returns with tax deductible interest. However, it is not a suitable investment strategy for everyone. We can advise whether margin lending and or Gearing is worthwhile for you. There are many types of gearing facilities, these in appropriate order of finance costs (lowest to highest) include:

• Geared Share Funds
• Home Equity Loans
• Margin Lending, including installment gearing
• Installment Warrants

Protected Equity Loans and other structured debt products.