Think SMSF. Think opportunity.
What Macquarie Equity Lever offers
Build a portfolio of Australian shares and access international markets
Choose from 10% to 50% leverage
Available for self managed superannuation funds (SMSFs) and other investors
About Macquarie Equity Lever
How Macquarie Equity Lever works
How Equity Lever works
1 Subject to the investor’s eligibility to claim franking credits and the investor’s own circumstances. Where an SMSF is entitled to claim franking credits and those credits exceed its total tax liability, the excess should be refundable.
2 Subject to an investor’s individual circumstances, interest should be deductible up to the applicable benchmark rate, being the Reserve Bank of Australia’s Indicator Lending rate for Standard Variable Housing Loans – investor plus 100 basis points. Trustees of superannuation funds who propose to invest through a Macquarie Equity Lever Facility should be aware of their obligations to formulate and implement an appropriate investment strategy that has regard to the whole of the circumstances of their fund and to act in the best interests of members of the fund.
3 Dividends are used to reduce the Outstanding Instalment Balances unless the aggregate of the Outstanding Instalment Balances on all the investor’s Instalment Receipts is less than 40 per cent of the value of the underlying securities. In this case, the investor can choose to use this income as a source of cash for further investing.
These rates would apply to Instalment Receipts issued today. The rate that would apply to Instalment Receipts issued after this date would be the rate appearing on this website on that date.
All rates are subject to any adjustments agreed to by investors. The applicable Interest Rate will be confirmed in the Investment Confirmation or Fixed Interest Rate Confirmation issued to investors by Macquarie.