Sold an investment property or a long term share market holding this financial year realising a large CGT event?
Rolling into a new investment using the Option & Loan Facility (OLF) could be the right strategy for you to continue to grow your wealth through the equity market.
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.
Watch the explainer Video
GENERAL ADVICE WARNING:
Recommendations and reports managed and presented by MPC Markets Pty Ltd (ABN 33 668 234 562), as a Corporate Authorised Representative of LeMessurier Securities Pty Ltd (ABN 43 111 931 849) (LemSec), holder of Australian Financial Services Licence No. 296877, offers insights and analyses formulated in good faith and
Opinions and recommendations made by MPC Markets are GENERAL ADVICE ONLY and DO NOT TAKE INTO ACCOUNT YOUR PERSONAL CIRCUMSTANCES, always consult a financial professional before making any decisions.