Episode 118 | Margin Lending

Webinar

Information for advice professionals only.

This session will cover:

  • The operation, terminology and features of margin loans,
  • The potential advantages and disadvantages illustrated by case studies,
  • The taxation and the Social Security assessment, and a comparison of margin lending to common alternatives, and for which clients a margin loan could be worth considering.

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The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.