The Finance Algorithm
Westpac

Westpac Online Investment Loan

A Westpac Online Investment Loan is a margin loan which allows you to borrow money to invest in shares and managed funds, using your own money or existing portfolio as security.

Margin loansBank updated 8 Sept 2026
At a glance
Fixed
9.05%
Variable
8.35%
Loan size
$20,000 to no maximum
Upfront fee
$0
§ 01 — Rates · 7
TypeApplies toTermBandRateComparisonConditions
FixedPre-paid interest is not refundable1 yr fixed9.05%
FixedPre-paid interest is not refundable2 yrs fixed9.05%
FixedPre-paid interest is not refundable3 mo fixed9.05%
FixedPre-paid interest is not refundable3 yrs fixed9.15%
FixedPre-paid interest is not refundable6 mo fixed9.05%
FixedPre-paid interest is not refundable9 mo fixed9.05%
VariableVariable Interest rate8.35%
§ 02 — Fees · 4
FeeTypeAmountWhenNotes
Telegraphic Fund TransfersEventVariesFees are charged for telegraphic fund transfers; fees may also be charged for breaking a fixed rate loan and additional account services.
Application FeeUpfrontNo fee
Establishment FeeUpfrontNo fee
Transaction FeeUpfrontNo fee
§ 03 — Features
Extra repaymentsRelationship manager
  • · Westpac Margin Lending offers variable and fixed interest rates on both the Westpac Margin Loan and Westpac Online Investment Loan.
  • · Low brokerage fees: Starting from $4.95
  • · Investment options: Borrow against a wide range of acceptable listed securities
  • · Repayments and fees: Flexible repayments with no set principal repayment schedule, or margin loan fees
  • · Choice of acceptable securities: Choose from more than 500 listed securities with loan-to-value ratios (LVRs) between 35% to 75%. More information can be found on the Acceptable Securities page.
  • · Online access: View and manage your account via the Westpac Margin Lending portal and Westpac Share Trading app
  • · No application, establishment or transaction fees.
  • · Linked Westpac Share Trading account: You have the choice to link an existing or establish a new Westpac Share Trading account in the same name to your loan
  • · Tools to manage your loan: 24/7 online access to both the Westpac Margin Lending portal and Westpac Share Trading app/website to view and manage your Loan. Trade on the go through the Westpac Share T…
  • · Potential risks: All investments are subject to risk. Some of the main risks associated with taking out a margin loan include: Borrowing to invest can increase your potential returns, however it can…
  • · Fixed interest rates are available for terms ranging from 3 months to 5 years
§ 04 — Eligibility & limits
  • · Minimum age 18
  • · Residency: Australian Residency
  • · Amount $20,000 to no maximum
  • · Maximum LVR 75%
  • · Not available to superannuation funds
  • · Investors who are not holders of a Significant Investor Visa (188C)
  • · Fixed interest rates are available for terms ranging from 3 months to 5 years

Published by Westpac under the Consumer Data Right, last changed by them on 8 Sept 2026. Figures are shown as the institution publishes them and can change without notice; confirm on their site before applying. The Finance Algorithm earns nothing from any product listed here.