Selfwealth Syfe Customer Transfer Offer – Terms & Conditions

Effective May 2025

1. Offer Details

Syfe customers who transfer the balance of their investment portfolio to Selfwealth will be eligible for the following benefits:

• 6 months of complimentary Selfwealth Premium access, and

• 60 free ASX trades for the duration of the offer period.

This offer is applicable across all Selfwealth account types, including Individual, Joint, Trust, and SMSF accounts.

2. Eligibility Criteria

To qualify for the Syfe Customer Transfer Offer:

• Customers must transfer funds from an actively funded Syfe account to Selfwealth.

• Transfers may be completed by:

  • Performing an in-specie portfolio transfer (Off Market Transfer), or

  • Selling down holdings in Syfe and transferring the cash balance into a Selfwealth account.

• The originating Syfe account must be funded (i.e., not dormant or unfunded).

• Customers must notify Selfwealth of their transfer by 31st July 2025 through either:

  • The official Syfe to Selfwealth Offer form, or

  • Directly via a Selfwealth Relationship Manager (RM).

3. Offer Activation & Usage

• Upon confirmation of a successful transfer and receipt of notification, the offer will be applied

• The 6 month benefit period begins from the date of application.

• During the benefit period, eligible customers receive:

  • Full access to Selfwealth Premium features at no cost (with the exception of Live Pricing) 

  • Up to 60 free ASX trades within the six month period from account application date.

• The free trades can be used for any ASX trades placed via the Selfwealth platform and cannot be used for other markets (US/HK).

• Once the trade cap is reached, standard brokerage rates apply. 

4. Offer Duration

• This offer is valid from May 2025 and will remain open for notifications submitted by 31st July 2025.

• Each eligible customer’s 6 month benefit period begins individually from the date the offer is applied to their account.

5. Limitations

• The offer cannot be transferred, extended, or exchanged for cash or alternative benefits.

6. Misuse & Revocation

• Selfwealth reserves the right to revoke the offer if there is evidence of:

  • Misuse or manipulation of trading activity to exploit the promotion.

  • False or misleading representations regarding eligibility.

• In such cases, the complimentary access and trade waivers will cease immediately.

7. General Terms

• This promotion is subject to Selfwealth’s standard Terms & Conditions, as well as all applicable trading fees and account terms outlined in the Financial Services Guide (FSG).

• Selfwealth reserves the right to amend, extend, or terminate the offer at any time without prior notice for new participants.

• Customers who have already qualified will continue to receive the benefits as outlined at the time of activation.

8. Disclaimer

Selfwealth Ltd ABN 52 154 324 428 (“Selfwealth”) (AFSL 421789) provides general advice only and does not consider your personal financial situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser and/or accountant. Taxation, Legal and other matters referred to here are of a general nature only and should not be relied upon in place of appropriate professional advice.

Selfwealth does not guarantee portfolio performance or investment outcomes. Eligibility in this offer is at Selfwealth’s sole discretion.