Personal Investor

FEES & SERVICES

The table below outlines the basic fees and features of margin lenders in Australia. Prices displayed include GST.
For full details on specific services, choose from the navigation box below. Click the check boxes in the ‘Compare’ column and click COMPARE for a side-by-side comparison of up to three margin lending services.


MARGIN LOAN FEES/SERVICES | MARGIN LOAN FIXED RATES | MARGIN LOAN VARIABLE RATES | INSTALMENT GEARING | PROTECTED EQUITY

INSTITUTION PRODUCT UPFRONT FEES Early Repay Fee TRANSACTIONS Credit Funds Avail Online Broking Avail
Company Fee Trust Transaction Fee Free Trans
Indiv. Co.
ANZ Bank ANZ Margin Lending $150$150 $150 None $7.50 Cheque Withdrawal Fee (some exceptions apply) Unlimited
ANZ Bank ANZ Margin Lending $150$150 $150 None None Unlimited
Bank of QueenslandApply BoQ Margin Lending $165- $165 None None Unlimited
BT Financial Group LtdApply BT Margin Lending - Standard facility $200- $200 0 0 unlimited
BT Financial Group LtdApply BT Margin Lending_Online $200200 $200 0 $5 5 free per month if loan balance maintained over $20000, all free if loan balance is maintained above $250,000 during the month
Colonial Margin LendingApply Colonial Margin Lending $135Nil $135 Fees may apply Nil unlimited
CommSecApply CommSec Margin Lending 1350 135 None $10 None
Equity Margins Equity Margins Limited $192.50$192.50 192.50 None None None
Goldman Sachs JBWere Goldman Sachs JBWere Margin Lending $250$250 None Yes, if fixed loan repaid during fixed period None Unlimited
Leveraged Equities Leveraged Equities Margin Loan $150$250 $250 $200 if loan repayed within first 4 months None N/A
LIFT Capital LIFT Facility $0$0 $0 Yes, if repaid within 4 months First 10 free, then $10 per share settlement 10 per annum
Macquarie Bank Macquarie Margin Loan $175None None None Details available on request Unlimited
National Australia BankApply NAB Margin Lending $150$150 $150 No Fee but economic cost None Unlimited
Smith Barney Citigroup Citi Flexible Investment Lending Facility $150$150 $150 $500 If repaid within 4 month None None
St. George BankApply St.George Margin Lending $150$150 $150 $500 (if loan closed within the first 2 months) None Unlimited
SuncorpApply Suncorp Margin Lending $150$150 $150 Break cost - Fee applies where repayment within 2 months None Unlimited
INSTITUTION PRODUCT Company Fee Indiv. Co. Early Repay Fee Transaction Fee Free Trans Credit Funds Avail Online Broking Avail  
Trust
UPFRONT FEES TRANSACTIONS