Tax Optimised Investing - Option & Loan Facility (OLF)

Key Benefits of Investing through the Option & Loan Facility (OLF) 

Diversification and Wealth Creation – A solution for tactical investing with minimal capital outlay

Flexibility – Ability to match the protection levels and investment term to your specific requirements.

Competitive pricing – ‘Best of Breed’ panel of global banks.

  • Competitive interest rates, with ability to include performance caps.
  • Include ‘AAA’ ETF – reduces overall interest rate by over 30%.

Tax efficiency*:
Potential deductions for pre-paid interest (up to the RBA deductibility rate)
Potential concessional capital gains tax discount.
Potential to defer CGT on vested options.


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