Gain access to funds to build wealth and boost your investment power.
Borrowing to invest
Investors are always on the lookout for ways to boost their investment power in a tax effective way. A margin loan from Bendigo and Adelaide Bank's margin lending specialist Leveraged, provides access to funds to gain additional exposure to investments, dividends, franking credits and the potential to accelerate investment returns.
Why a Leveraged margin loan?
Competitive rate
Take advantage of discounted rates with a 6 or 12 month fixed rate loan.
Tax effective
Interest paid up to 30 June, including amounts paid in advance, may be tax deductible this financial year – watch the video to learn more.
Comprehensive product suite
Best of breed products and features including a monthly repayment plan in case of a margin call with our Investment Funds Multiplier.
Shares/ETFs/Managed funds
Comprehensive and diverse Acceptable Investments List.
International securities
Extensive list of international securities across developed markets.
Customer satisfaction
Dedicated Customer Relationship Managers - Voted number 1 in customer satisfaction.*
How does borrowing to invest in shares compare?
See how quickly you can achieve your financial goals in a given timeframe using a margin loan versus different investment options with our Financial Goals Simulator.
Want to learn more?
Learn all about gearing and how you can build wealth with these handy videos.
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Gearing explained
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Benefits of fixing and pre-paying interest
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Combining strategies to build wealth
Seamless integration with Bendigo Invest Direct
A Leveraged margin loan is fully integrated with our easy to use, affordable online share trading platform, Bendigo Invest Direct (BID).
BID is all about confidence, providing all the market leading research, sophisticated analytics tools, speed and access you need to identify opportunities and execute trades.
Can we help you?
Additional Information
Leveraged
Gearing involves risk. It can magnify your returns, however it may also magnify your losses.
Issued by Leveraged Equities Limited (ABN 26 051 629 282 AFSL 360118) as Lender and as a subsidiary of Bendigo and Adelaide Bank Limited (ABN 11 068 049 178 AFSL 237879). This contains general advice only and does not take into account your personal objectives, financial situation or needs. Please consider your personal circumstances, consult a professional investment provider and read the Product Disclosure Statement (PDS) and Product Guide before making an investment decision. To obtain a copy of the PDS and relevant information please call 1300 307 807, visit www.leveraged.com.au or contact your financial adviser.
Bendigo Invest Direct
Bendigo Invest Direct is a service provided by CMC Markets Stockbroking Limited ABN 69 081 002 851 AFSL No. 246381 (“CMC Markets Stockbroking”), a Participant of the ASX Group (Australian Securities Exchange), SSX (Sydney Stock Exchange) and Chi-X (Chi-X Australia) at the request of Bendigo and Adelaide Bank Ltd ABN 11 068 049 178, AFSL 237879 (“Bendigo"). This is general advice only and does not take your personal objectives, financial situations or needs into account. For a copy of the terms and conditions relating to the Bendigo Invest Direct services and the Financial Services Guides (FSG) for CMC Markets Stockbroking or Bendigo (or other relevant disclosure documents), contact us on 1300 788 982 or via email at info@bendigoinvestdirect.com.au. Neither CMC Markets Stockbroking nor Bendigo are representatives of each other. To the extent permitted by law, Bendigo will not guarantee or otherwise support CMC Markets Stockbroking’s obligations under the contracts or agreement connected with Bendigo Invest Direct.
