|Rebate Offer||0.05%pa ongoing discount|
|Minimum Loan Amount||$20,000|
|Product Disclosure Statement||Loan Application|
Colonial Geared Investments provides integllows investors to gear up their investment portfolio, magnifying their growth (or losses) and income returns from their investments
Key features and benefits
Magnifying your returns – Borrowing money to invest in shares and managed funds increases the gains (and losses of your investment retruns.
Tax deductable investment strategy – Interest on your margin loan may be tax-deductible. Prepaying interest lets you lock-in the interest up to 12 months in advance and you may also be able to claim a tax deduction for the prepaid interest amount within the current financial year.
Straight through share trading – Colonial margin loans also have the benefit of a linked online trading account allowing you low cost share trading at your discretion.
Large established provider – As a subsidiary of Commonwealth Bank, investors can be re-assured of Colonial’s financial strength.
Low interest rates – Wealth Focus are able to negotiate discounted rates for our clients, allowing investors access to some of the lowest margin loan rates in the industry.
What do we get paid
Wealth Focus does not receive an initial commission for arranging this product. Wealth Focus will rebate 0.05% of the 0.3% trailing commission, reducing the overall interest rate. This trailing commission is paid by the product provider and is NOT an additional charge to the investor.