Taxation Benefits
Margin lending can offer a range of highly effective tax advantages including:
- tax deductions for loan interest paid
- interest can be pre-paid up to 12 months in advance to maximise your tax deductions in the current financial year
- borrowing against your existing portfolio can give you access to cash without incurring capital gains tax liability which would arise from the sale of your investment
- Australian shares are often franked, so you may receive franking credits which could help reduce your overall amount of tax payable
- taking advantage of company, trust and third party security structures may assist in tax planning
| FOR PERSONALISED ADVICE WE RECOMMEND YOU CONSULT A TAX SPECIALIST OR YOUR FINANCIAL ADVISER |