View and print forms
The BankSA Margin Loan is no longer available to new applicants.
If you have any queries regarding your existing BankSA Margin Loan account, please call BankSA Margin Lending on 1300 305 172 (Mon - Fri, 8am to 5pm), email marginlending@banksa.com.au or login to your account on the BankSA Margin Lending Portal. Your terms and conditions are still available for download by clicking on 'Margin Lending facility agreement' below.
If you would like to apply for a new Margin Loan, the St.George Margin Loan is still available to new applicants.
BankSA Margin Lending Disclosure Documents
BankSA Margin Lending Facility Agreement
BankSA Margin Lending - Margin Loan Product Disclosure Statement
BankSA Margin Lending Financial Services Guide
Forms to arrange an investment transaction
Refinance Authority (PDF, 187KB)
Download, complete and return this form with a completed Application Form to refinance your existing margin loan to BankSA Margin Lending.
Managed Funds Transaction Form (PDF, 126KB)
Use this form to complete a managed fund transaction. Transactions include initial and additional applications, redemptions, distribution amendments and amending or cancelling existing savings gearing loans. Please note: New savings gearing loans can no longer be established.
Cash Management Account Terms and Conditions (PDF, 100KB)
Terms and Conditions for the St.George Cash Management Account. These Terms and Conditions contain updated unfair contract term protection for consumers and small business.
To view the PDF file(s) you will need to have the Adobe Acrobat Reader installed on your computer.
Lodging your Security
Third Party Security Provider (PDF, 284KB)
Use this form to provide details of a person or company whose shares or managed fund investments you will be using as security.
Managed Fund Standard Transfer Form (PDF, 134KB)
Provide Managed Funds as security for your Margin Lending Account.
Share Transfer Request (PDF, 739KB)
Use this form to lodge OR release shares to/from a BankSA Margin Loan Facility. This includes lodging or releasing third party security.
Off Market Transfer Form (PDF, 114Kb)
Use this form to lodge/release your Issuer Sponsored and CHESS Sponsored shares onto your margin lending facility when there will be a change to the beneficial ownership.
To view the PDF file(s) you will need to have the Adobe Acrobat Reader installed on your computer.
Other Forms
Fixed Interest Rate Request
Complete and submit a Fixed Interest Rate request online.
Fixed Loan (PDF, 747KB)
If you wish to fix your loan and prepay your interest complete and sign this form.
Break costs fact sheet (PDF, 120KB)
We recommend you read this prior to entering into a fixed interest rate contract.
Credit Limit Variation Request (PDF, 164KB)
Use this form to apply for a credit limit increase or decrease, or where BankSA Margin Lending has requested an updated financial assessment from you.
Cash Advance Request (PDF, 68KB)
Use this form to advance funds or transfer a credit balance from your BankSA Margin Loan.
Direct Debit/Direct Credit Request (PDF, 103KB)
Use this form to enable BankSA Margin Lending to direct debit and/or direct credit your nominated bank account on request. Using this form, you can also request to direct debit your nominated bank account for monthly interest payments, a one-off debit, or regular debits.
Update my details (PDF, 110KB)
Please use this form to ensure we have the correct and most up-to-date contact details for you.
Authorised Representative Form (PDF 172kb)
Complete this form to give a person other than your Adviser the authority to act on your existing margin lending facility, or, if you wish to change/revoke this authority.
Customer Refresh Form - Authorised Representatives (PDF 818kb)
To provide information for existing Authorised Representatives when they have been requested to.
Nominated Adviser Form (PDF 187kb)
Complete this form to add/change or remove an adviser on your current margin loan facility.
Account Closure Form (PDF,113KB)
Complete this form if you wish to terminate your margin loan account with us.