Clancullen Capital
Equity Finance Solutions
Access flexible financing solutions backed by your investment portfolio.
- Liquidity
- Gearing
- Diversification
Clancullen provides equity finance to Wholesale, Sophisticated and Professional investors. It can be used for portfolio liquidity, strategic gearing, or diversification without crystallising long-held positions.
This information is general and does not consider your personal circumstances. Tax outcomes vary — speak to a registered tax agent before acting.
Free up capital without selling your portfolio
Draw on the value of your existing holdings while keeping the position intact. Dividends, franking and long-term market exposure continue to accrue in your name.
Keep your portfolio working while you deploy capital elsewhere
Your portfolio continues to participate in market returns. Released capital can be put to work in property, private opportunities or further investments — without crystallising your position.
Preserve your tax position
Borrowing against your portfolio is not a disposal, so no CGT event is triggered. Interest expenses on investment borrowings may also be deductible — your tax adviser can confirm your specific position.
Approved securities
Check your stock
Type an ASX ticker or company name to see the maximum LVR available against that holding.
How it works
Use your existing fully-paid share portfolio as security and draw down cash against its value. Or fund a new account with cash and use gearing to build exposure across listed equities, ETFs, LICs and A-REITs.
The approved list covers more than 1,100 ASX-listed securities. Top 50 names finance to 90% LVR, mid-caps from 60–75%, small and micro-caps from 20%.
Why Clancullen
Clancullen lends across a broader range of securities than most bank-owned margin lenders, including selected mid- and small-cap exposures. We work with company Directors, Substantial shareholders, founders and active private investors — assessing each portfolio, including concentrated positions and single-stock exposures, on its merits.
Facility execution, custody and clearing through Gleneagle Securities (Aust) Pty Limited (AFSL 337985).
Who can apply
Wholesale, Sophisticated and Professional investors with share portfolios of AUD $5m or above. Wholesale and Sophisticated applicants must supply evidence they qualify within the meaning of Section 761G of the Corporations Act 2001 (Cth).
Pricing
Pricing reflects the composition, concentration and size of your facility. There are no account-keeping or maintenance fees.
Book a call → to discuss the right structure for your portfolio.
What you need to know
Falls in portfolio value
Gearing amplifies losses as well as gains. A fall in your portfolio’s value may trigger a margin call, requiring additional collateral or a reduction in positions at short notice.
Full recourse
If your portfolio is insufficient to cover the outstanding balance, other assets you own may be required to make good the shortfall.
Interest rate movements
Borrowing costs move with wholesale interest rates. An increase raises the cost of holding the facility.
Past performance is not indicative of future performance. Seek appropriate professional advice before acting.
Daily market brief
Free, by email
A short daily email covering the ASX session and the stocks on your list. Drafted by AI, reviewed for accuracy.
The daily market brief contains general information only. It does not take into account your objectives, financial situation or needs. The brief is issued by Gleneagle Securities (Aust) Pty Limited (AFSL 337985). Consider whether the information is appropriate for you before acting.