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Interested in increasing your sharemarket participation through gearing? A Bell Potter portfolio loan may be the answer.
Used as part of a comprehensive investment strategy, gearing can significantly enhance your ability to create wealth through greater participation in the share market. Borrowing to invest has the potential to help you own a more diversified portfolio and may have tax advantages for certain investors.
Bell Potter Portfolio Lending is a margin lending service offered by Bell Potter Capital.
Key Features
Minimum initial loan |
None for variable; $25,000 for fixed |
Minimum loan balance |
None for variable, $25,000 for fixed |
Minimum loan drawdown or repayment |
None, N/A for fixed loans |
Minimum call buffer |
10% of the geared value of shares and managed funds |
Easy Account Opening |
No 100-point identification check required
No personal financial statement required for loans below $5m |
Fees and Charges |
$200 registration fee for corporate borrowers
No other fees for standard transactions |
Extensive Approved List |
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Third party security acceptable |
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Easy trading and settlement |
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Options** |
Writing of covered calls to generate income |
* Additional completed documentation is required before covered call writing can commence
For more details about the Cash Account Product click here
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Today's rates
Loan Amount ($) |
Rate |
< 100,000 |
9.50% |
100,000 - 250,000 |
9.40% |
250,000 - 500,000 |
9.30% |
500,000 - 750,000 |
9.10% |
750,000 - 1,000,000 |
8.90% |
1,000,000 - 1,500,000 |
8.70% |
> 1,500,000 |
8.60% |
For more information on rates or a hard copy of the brochure please call your adviser on 133 788 or the Investment Services team on 1800 061 327.
Refinancing your Loan
Click here to learn more about Refinancing your Loan
Interested in gearing your super?
Bell Potter Super Lending may be the answer . . .
Key documents
Need a form?
Forms for your portfolio lending are available here.
Take action
For more information on this service call 133 788 or contact us.
Become a client
Click here to become a client. |
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