SMSF investing made simple. Flat $9.50 brokerage, shares held in your fund’s name, and the tools to decide what it holds next.
Australian Financial Service Licence 421789.
What your fund holdS shouldN’t be guesswork
An SMSF has obligations a personal portfolio doesn't. Holdings on your fund's own HIN, free BGL and Class feeds, and flat $9.50 brokerage whatever the parcel size. Cleaner at audit, cheaper to run.
selfwealth bundles
A trade execution feature that simplifies purchasing a group of ASX shares and ETFs. Issuer-agnostic, so a Bundle holds what suits the theme, not one manager’s product list.
Buy the whole Bundle in a single order.
Every share and ETF registered to your fund individually.
A 30% discount compared with each stock and ETF individually.
10+ bundles, included.
SELFWEALTH COMMUNITY
Trustees decide alone more often than most investors. Community gives you a reference point — which stocks Selfwealth customers hold, what they're buying, and which portfolios are performing.
Most-held, most-traded and most auto-invested stocks.
Top-performing portfolios and sector momentum.
A check against your own investment strategy.
Over 130,000 Australian investors.
Ownership
YOUR FUND OWNS THE SHARES
Selfwealth is CHESS-sponsored, so every holding is registered to your fund on its own HIN. Your fund appears on the ASX share register as the owner, not as a beneficiary of someone else's.
Some zero-brokerage platforms hold investments through a custodian instead. Your fund is the beneficial owner, but it isn't the registered holder. With Selfwealth:
Your fund appears on the share register, with its own HIN.
Transfer holdings in or out without changing beneficial owner.
Direct access to ASX, NYSE and Nasdaq from one account.
How it works
1. open the account
Trustee IDs, ABN and TFN. Online, nothing to post.
2. Fund it, or transfer holdings in
Transfer funds instantly with OSKO into your own segregated bank account with ANZ. Existing CHESS holdings come across with the HIN intact.
3. Invest, and automate it
Pick a Bundle or your own holdings, then set a regular deposit from the SMSF bank account combined with Auto-Invest to ensure your Super contributions are not sitting idle.
4. Switch on the data feed
One free toggle sends trades, holdings and dividends to BGL Simple Fund 360 or Class Super, so your accountant stops asking for paperwork.
Janelle Mcqueen, VP, Head of Transformation & Experience
Is an SMSF right for you?
Ninety seconds with Janelle on what it means to run your own super fund, and what investing through one on Selfwealth looks like.
Still deciding whether an SMSF suits you? Start here, then talk to a real person when you’re ready to go further.
nothing to chase
No contract notes to forward, no CSVs to email at year end.
fewer hours
Less of their time on data entry the fund is paying for.
current all year
The fund's position stays up-to-date, not reconstructed each June.
keep your team
Any accountant or administrator on BGL or Class, no need to switch.
Free data feeds
ONE TOGGLE, NO PAPERWORK
Switch the feed on once and your accountant gets everything. Trades, holdings and dividends go straight from Selfwealth into BGL Simple Fund 360 or Class Super, from the day the account opens. You never have to send a thing.
By the numbers
Brokerage you can actually predict
$9.50 a trade, whatever the size with Selfwealth. Not a percentage brokerage grows with every dollar that your fund invests - set your own numbers and see the gap.
Percentage brokerage is charged on trade value with a $29.95 minimum, typical of the big-bank platforms. Starting figures reflect a typical SMSF year: 15 ASX buys averaging $38,000.
Built for the way a fund actually runs
A fund needs more than an order screen. Shares in the fund's own name, help making investment decisions, automated investing, clean feeds to your accountant, and real people to call. Here is how the platforms compare.
feature
Shares registered to your fund (CHESS/HIN)
Markets available
Auto Invest
BGL + Class data feeds
Issuer-agnostic curated Bundles
Community insight from other investors
Named SMSF relationship manager
Selfwealth
Own HIN
Any ASX,
US share
or ETF
Holdings +
performance data
betashares direct
ASX only
Stake
AU + US
commsec
AU + International
moomoo
AU + US
Compiled from publicly available information, September 2026. Competitor pricing, custody arrangements and features change frequently. Confirm current terms with each provider.
Your team
You won't be doing this on your own
Your very own relationship manager for transfers, corporate actions and reporting questions, plus an Australian-based support team on chat and phone. You deal with a person, not a queue.
Julian, Leon and Roger
Your local SMSF team - one of them picks up when you call Selfwealth.
Learn
Reading for trustees
Guides for SMSF trustees from the investment team, in plain language.
Book a call with a Selfwealth Relationship Manager
FAQs
What does it cost to trade inside an SMSF?
Which investments can my SMSF hold on Selfwealth?
Does Selfwealth feed into BGL Simple Fund 360 and Class Super?
Can I transfer my fund’s existing holdings across?
Are the fund’s shares held in the fund’s own name?
What reporting do you provide at end of financial year?