ANZ Standard Margin Loan - Investments & advice

ANZ Standard Margin Loan

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.

* Applies only to cleared funds in a linked investment account.

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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