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Selfwealth and Syfe update

Selfwealth

Monday, March 3, 2025

Monday, March 3, 2025

Syfe’s investment expertise, technological excellence, and global institutional relationships are expected to serve as catalysts for Selfwealth’s growth following implementation of the transaction.

Syfe’s investment expertise, technological excellence, and global institutional relationships are expected to serve as catalysts for Selfwealth’s growth following implementation of the transaction.

 
On 26 February 2025, SelfWealth Ltd (ASX:SWF) entered into a scheme implementation deed under which Svava Pte Ltd (“Syfe”) has agreed to acquire 100 per cent of the shares in Selfwealth that it does not already own, by way of a scheme of arrangement.  
 
About Syfe 

Throughout the Asia Pacific region, Syfe has built a trusted home for more than 250,000 savers and investors, offering share trading services, savings solutions, and fully managed investment portfolios.  
 
Syfe’s investment expertise, technological excellence, and global institutional relationships are expected to serve as catalysts for Selfwealth’s growth following implementation of the transaction, enhancing the digital investing experience for customers across Australia.  
 

What Stays the Same, and What’s Coming Next… a Better Investing Experience with the Same Selfwealth Investors Trust. 

Seamless Experience 
If the transaction with Syfe is implemented, Selfwealth accounts and how investors currently invest is expected to remain the same. Investors will continue to have uninterrupted access to the platform with all the features known and loved remaining as usual. 
 
Expanded Product Offerings 
If the transaction with Syfe is implemented, over time, we expect to introduce new products, including: 

  • Savings solutions delivering regular income. 

  • Managed portfolios to help investors achieve life’s most important financial goals. 

  • An enhanced trading experience with access to more markets and tools to support smarter investing. 

Transparent and Affordable Fees 
We know that transparent and affordable fees are important. If the transaction with Syfe is implemented, we do not anticipate making any increase in any of the current fees or charges. 
 
User-Centric Innovation 
Selfwealth and Syfe share a common vision—putting investor needs first. Following implementation of the transaction, Syfe’s cutting-edge technology and deep investment expertise will help us continue to deliver a platform that prioritises security, ease of use, and value. Together, we will keep innovating to make investment journeys more intuitive and rewarding. 
 
We’re excited about this new chapter and building for those who matter the most, our investors. With Syfe’s support following implementation of the transaction, Selfwealth will continue to evolve, bringing even more ways to grow investors' wealth while maintaining the best-in-class safety and reliability of the platform you trust and rely on. 
 
Implementation of the transaction remains subject to various conditions, including Selfwealth shareholder and Court approval, with a shareholder vote anticipated to be held by the end of April 2025. 

 
 

Important disclaimer: SelfWealth Ltd ABN 52 154 324 428 (“Selfwealth”) (AFSL 421789). The information contained on this website is general in nature and does not take into account your personal 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 on this website are of a general nature only and should not be relied upon in place of appropriate professional advice. You should obtain the relevant Product Disclosure Statement for any product mentioned and consider its contents before making any decision.