Borrowed Investment Funds

Borrowing to invest (gearing) has long been a popular wealth creation strategy. By enabling you to invest more money, gearing has the potential to improve your investment returns. And along the way, it may also help you to reduce your annual tax bill. There are a number of ways you can implement a gearing strategy. One potentially powerful approach is to establish a margin lending facility. A margin loan is simply an investment loan that is secured by a range of assets, including managed funds, shares and cash.