ANZ

Min Loan Amount

ASL*

Internet access

Suitable for using a Broker

Suitable for Managed Funds

3rd Party Stocks as security

Put and Call Options

ANZ Margin Loan Brochure (PDF, 1.0mb) Apply

$20,000

450 stocks 800 managed funds

View Account details with My Portfolio View ANZ V2 PLUS via Internet Banking

Any Broker

Yes

Yes

Yes**

ANZ Diversified Margin Loan Brochure (PDF, 1.0mb) Apply

$20,000

1000 stocks and 800 managed funds

View Account details with My Portfolio View ANZ V2 PLUS via Internet Banking

Any Broker

Yes

Yes

No

ANZ E*TRADE Share Investment Loan Brochure (PDF, 493mb) Apply

$20,000

1000 stocks# (with the Diversified features)

Trade Online via ANZ E*TRADE

ANZ E*TRADE only

No

No

No

ANZ Regular Geared Savings Plan Brochure (PDF, 382kb) Apply

$5,000

800 Managed Funds

View Account details with My Portfolio

Direct or ANZ Financial Planner only

Yes

No

No

* ASL – the Approved Stock Lists are approximates only. We regularly review and update the ASL.
** We allow long (bought) Puts and Short (covered) calls.
# If you do not take up the diversified option, then it reverts to the standard ASL with 450 stocks available.

Important information
Leveraging a portfolio is fast becoming a popular wealth creation strategy. However, you should be aware that while leveraging into investments increases the potential return on investments, it is important to recognise that it can also multiply the effects of falls in share market values. We therefore strongly advise you talk to your financial planner and/or stockbroker and ensure you understand the risks, the specific tax implications, as well as the legal and financial ramifications of a margin lending facility.

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