We have made changes to the Terms & Conditions (T&Cs) related to your use of the SelfWealth online trading platform as well as the Financial Services Guide, in relation to the services we provide.

The primary amendments to our T&Cs are to accommodate the introduction of the U.S Securities trading service. As a result, the entire document has been reorganised to clearly segregate between the U.S Trade Services terms and Australian Trade Services terms.
In relation to the existing Australian Trade Service the key changes include:


    • Clause 4 – Becoming a Member
    • – in addition to SelfWealth reserving the right to vary its Member fees, SelfWealth also reserves the right to amend the services provided in connection with the fees


    • Clause 6. (f) – Australian Trade Service, and
    • – SelfWealth reserves the right to take no action in relation to any Corporate Action


    • Clause 6. (k) – Australian Trade Service, and
    • – SelfWealth may suspend your access to the Cash Account and Australian Trade Services as required by its policies & procedures in respect of managing its AML/CTF obligations.


    • Clause 16 (c) – Termination – SelfWealth’s ‘no refunds’ policy is updated to exclude ‘Membership Fees paid in advance’, which will be refunded if the policy is terminated within the 12-month period


    • Other changes are minor and added to improve clarity.
    • These terms and conditions apply from the date of issue, 4th December 2020.


You can view and download the updated Terms & Conditions by clicking on these links or on our website www.selfwealth.com.au or via the Documents & Forms tab under the settings option on your account.