Funds Focus

Margin Loan (7.65% – 1 year fixed rate)

Margin Loan
(7.65% pre-paid rate)

With the end of the tax year fast approaching, tax effective investment strategies are once again in the forefront of investors thoughts.

Those considering taking up a new loan or re-financing their existing loan would do well to consider shopping around. Our analysis of current market offers shows that rates can vary significantly depending on the loan size and provider.

Pre-paid rates at 7.65% for all

Closing offers
Closes 30th June 2009

With the end of the tax year fast approaching, we’ve listed some our offers that are closing on the 30th June. Contact us if there are investments you wish to consider that have not been highlighted.Phone lines will remain open this weekend – 1300 559 869

Involuntary Unemployment Insurance
Offer closes 30 June 2009 |Zurich Involuntary Unemployment

How to minimise the risk of margin calls
Margin calls are a safety feature that lenders have added to their loans to ensure that the amount you owe doesn’t end up exceeding your portfolio value. ie it’s an early warning sign that you should reassess your portfolio to reduce your exposure and reassess your portfolio. Lenders aren’t closed to suggestions here, they just want to see your borrowing to fall below X% of the total value, if your able to add more cash, shares or managed funds