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Fee Schedule

Leveraged Equities' fee schedule is subject to change and is as at 30 January 2012.

Establishment Fee

Paid by cheque or direct debit from your Nominated Account. If you do not pay any applicable establishment fee you will not be able to operate your Margin Loan Facility. Establishment fees are not refundable if you don’t proceed with your application.

Type Fee
Individual Borrower Nil

Company Borrower or Guarantor

 

Company search and PPSR fee to register a Security Interest over your Secured Portfolio.

$150.00

Release another Security Interest

$69.00

Tasmanian Applicants

Applicable to all Individual, Company and Trust Applicants registered in Tasmania to register a mortgage

 $93.00
(current government duty)

Trust Borrower or Guarantor

The Lender’s fee to vet the Trust Deed. Applicable if a Solicitor’s Trust Opinion is not provided. Refer to the Application Form for details.

$250.00
(refundable if application declined)

Property Plus

  

The Application Fee includes a valuation fee of up to $250. Valuation fees in excess of $250 will be charged to the applicant.

$500.00
($250.00 for each additional property)

Mortgage Duties and Government Fees.

As advised by your solicitor.

Valuation & Loan Increase request

 $350 plus Government Fees

Account Keeping Fee

Type Fee
Rewards Plus $100.00 bi-annually
All other products Nil

Transaction Fees

Paid by direct debit from your Nominated Account.

Type Fee
Credit funds to the Loan Account Nil

Pay funds from the Loan Account

 

Same day electronic transfer

$26.00

Bank cheque

$10.00

Dishonour Fees

Applicable if a funds transfer fails, for example if there are insufficient funds in an account.

 

 

Cheque deposited to Loan Account

$9.50

Transfer from Loan Account

$9.00

Direct debit from a Nominated Account

$35.00
Issuer Sponsored Search $16.50

Retrieval of information

Applicable when your Nominated Adviser requests the Lender to retrieve, collate, sort and/or provide archived or historical information.

 $50.00

Short Plus

Security Borrow Request

(The Lender will notify you when you make a Security Borrowing Request if the fee greater than the minimum $50)

 $50.00

Break Costs

Applicable if you break a Fixed Rate Loan.


Refer below

Facility Closing Fees

Paid by direct debit from your Nominated Account.

Type Fee

Early Account Closing

Applicable if you repay the total Facility Balance in full within 4 months of the start of your first Loan, up to an amount equal to the interest that would have been earned on the Minimum Interest Balance for the period from when you repay to 4 months from the start of your first loan.

 Minimum $200.00

Release Fee

Applicable to Company Security Owners only.

$69.00

Property Plus

 

Mortgage Discharge

$150.00 plus solicitors costs and disbursements

Exit Fee if Property is withdrawn from the Secured Portfolio within 12 months of Property Plus being established.

$1,000.00

Exit Fee if Property is withdrawn from the Secured Portfolio after 12 months of Property Plus being established.

$500.00


Full details, terms and conditions are available on application.


The information on this web page forms part of the Leveraged Equities Margin Loan Product Disclosure Statement dated 30 January 2012 or later (the PDS) and the Leveraged Equities IFX Product Disclosure Statement dated 30 January 2012 or later (the PDS).