Managing your investment

Investing in shares

Buying shares

  1. Check your loan position on GearUp.
  2. Check that the shares you wish to buy are on the Macquarie Margin Loan Approved Shares List (pdf 46Kb).
  3. Use the Macquarie Margin Loan calculator in GearUp to determine your potential spending capability.
  4. Place the buy order with your broker. Please ensure you advise your broker that the settlement is via your Macquarie Margin Loan, and instruct your broker to fax Macquarie a duplicate contract note immediately, clearly identifying your Macquarie Margin Loan facility number and the shareowner's name.

    Please fax contact notes to (02) 8232 9143.

  5. You will receive correspondence from each company's share registry asking you to provide your Tax File Number (TFN) and dividend payment instructions. Macquarie does not provide this information on your behalf.

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Selling shares

  1. Check you are holding the shares you wish to sell on GearUp.
  2. Place the sell order with your broker. Please advise your broker that the settlement is via your Macquarie Margin Loan and instruct your broker to fax Macquarie a duplicate contract note immediately, clearly identifying your Macquarie Margin Loan facility number and the shareowner's name.

    Please fax contract notes to (02) 8232 9143.

  3. Net proceeds from the sale of shares will be credited to your margin loan and will reduce your loan balance. The net proceeds will only be transferred to your nominated bank account on your request (assuming your facility has sufficient cash drawdown available).

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Releasing shares

You can release or transfer shares from your margin loan at any time, as long as there is adequate security to support your loan. You can transfer your shares to a Broker Sponsored HIN or to an Issuer Sponsored SRN by completing and returning the relevant form:

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The Macquarie Margin Loan is offered by Macquarie Bank Limited ABN 46 008 583 542, AFSL No. 237502 ("Macquarie"). Full terms and conditions are set out in the relevant loan contracts. Fees, charges and government taxes are payable.