Can I invest in managed funds with my margin loan?

Yes. To invest in a new managed fund through your CommSec Margin Loan, in addition to the fund manager's application form, you will also need to complete an Additional Investment Form.

Please complete the following:

  • Download Additional Investments Form
  • Complete the applicable sections of the form, attach your fund manager's application form and any other documents required. 
  • Post all original forms in one envelope to:

CommSec Margin Lending
Attention: Additional Investments
Locked Bag 34
Australia Square NSW 1214

Once we receive your documentation, it takes approximately 5 business days for us to process, fund and forward your application to the fund manager. Further time may be required for the fund manager to process your application, and purchase your units, depending on their internal processes. Once we are advised of your allocation, you will be able to view your managed funds online when you log into your Margin Loan account.

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© Commonwealth Securities Limited ABN 60 067 254 399 AFSL 238814 (CommSec) is a wholly owned but non-guaranteed subsidiary of the Commonwealth Bank of Australia ABN 48 123 123 124 AFSL 234945. CommSec is a Market Participant of ASX Limited and Cboe Australia Pty Limited, a Clearing Participant of ASX Clear Pty Limited and a Settlement Participant of ASX Settlement Pty Limited.

The information on this page has been prepared without taking into account your objectives, financial situation or needs. For this reason, any individual should, before acting on this information, consider the appropriateness of the information, having regards to their objectives, financial situation or needs, and, if necessary, seek appropriate professional advice.

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