ANZ Regular Geared Savings Plan - Investments & advice

ANZ Regular Geared Savings Plan

By combining the power of a margin loan with all the benefits of a disciplined savings plan, the ANZ Regular Geared Savings Plan is an investment strategy that can help you reach your financial goals sooner.

Each month a nominated portion of your savings, together with funds loaned by ANZ, are combined and invested into your choice of managed funds, a master trust or a wrap account.

A regular geared savings plan is suitable for investors who want to:

leverage their ability to save to maximise their market exposure
save for a lump sum (eg a deposit for a house)
diversify their asset base in a potentially tax effective manner
gain access to potential tax benefits
start with as little as $2,500 of their own funds.

Investors who would like to trade shares themselves online should consider the ANZ E*TRADE Share Investment Loan.

Important information

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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