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An ANZ E*TRADE Share Investment Loan is suitable for investors who want to:
- have direct real-time* control over a leveraged investment portfolio
- 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
- it is not suitable for investors who want to purchase managed funds or use options as part of their investment strategy.
*Subject to system availability.
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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