Fee Rebate
Initial Investment $20,000
Number of funds

Margin Loan (4.5% – 1 year fixed rate)

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

We have updated our annual analysis of current offers. As always, rates can vary significantly and investors would do well to shop around.

Pre-paid rates starting at 4.7%

Providers are playing hardball this year having heavily reduced their marketed rates and have seemingly thrown caution to the wind by matching home loan lending rates. Although low interest rates look like they’re here to stay for at least another year, it is our view that you’re unlikely to see them in line with home loans in future years.

Quick Links

Margin Loan Comparison Tables

Investors should call us on 1300 559 869 to request a quote to secure these rates. Larger loan balances in excess of $1 Million may benefit from further reductions (subject to negotiation).

Key features

  • Tax deductible investment strategy – Investors pre-paying interest for the year ahead can claim a tax deduction against this year’s income.
  • Magnifying your returns – By borrowing to invest, investors are able to magnify potential increases in the stockmarket recovery (and losses).
  • Refinance existing borrowings – Freeing up cash from an existing portfolio of shares, provides investors with the opportunity to refinance against higher rate credit cards and personal loans without giving up potential sharemarket returns.
  • Minimum application – $500,000 (not available to SMSFs)

Best regards




Sulieman Ravell

Wealth Focus Pty Ltd

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Wealth Focus will receive up to 0.5%pa trailing commission. This trailing commission is paid by the product provider and is NOT an additional charge to the investor.


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