Investment Solutions

Features

Investment Solutions

Features

Investment Solutions

Features

Self-managed super fund (SMSF) investing simplified

Investing your super through an SMSF? Choose the SMSF trading platform that offers flat-fee brokerage and a dedicated local relationship manager. 

Questions about Selfwealth for your SMSF? Speak to a Selfwealth Relationship Manager

Share your contact details below and a Relationship Manager from Selfwealth will be in touch to assist you.

This question is required.*

Questions about Selfwealth for your SMSF? Speak to a Selfwealth Relationship Manager

Share your contact details below and a Relationship Manager from Selfwealth will be in touch to assist you.

This question is required.*

Questions about Selfwealth for your SMSF? Speak to a Selfwealth Relationship Manager

Share your contact details below and a Relationship Manager from Selfwealth will be in touch to assist you.

This question is required.*

At Selfwealth, our mission is to empower investors to make informed decisions while keeping fees low and transparent. This principle is at the heart of our SMSF trading accounts.   

Open a free Selfwealth trading account for your SMSF and start saving with flat-fee brokerage and a platform that streamlines your investing. 

Why busy investors choose Selfwealth as their SMSF investing platform

Why busy investors choose Selfwealth as their SMSF investing platform

Why busy investors choose Selfwealth as their SMSF investing platform

Simplify the SMSF trading experience with the SMSF trading platform and mobile app built for busy investors. When you sign up for a Selfwealth SMSF trading account you benefit from both our industry expertise as well as our seamless integrations with SMSF administrators BGL Simple Fund 360 and Class Super for direct data feeds. 

Invest your super in a diverse range of securities across the ASX, the NYSE, Nasdaq and HKEX. Access Australian Ordinary Shares, US Ordinary Shares, bonds, ETFs and more. Then, monitor your investment performance on one single-view dashboard from your mobile app or desktop. 

With Selfwealth you can access and export your transaction reports and Annual Statements any time, letting you stay on top of your reporting obligations. 

Simplify the SMSF trading experience with the SMSF trading platform and mobile app built for busy investors. When you sign up for a Selfwealth SMSF trading account you benefit from both our industry expertise as well as our seamless integrations with SMSF administrators BGL Simple Fund 360 and Class Super for direct data feeds. 

Invest your super in a diverse range of securities across the ASX, the NYSE, Nasdaq and HKEX. Access Australian Ordinary Shares, US Ordinary Shares, bonds, ETFs and more. Then, monitor your investment performance on one single-view dashboard from your mobile app or desktop. 

With Selfwealth you can access and export your transaction reports and Annual Statements any time, letting you stay on top of your reporting obligations. 

Simplify the SMSF trading experience with the SMSF trading platform and mobile app built for busy investors. When you sign up for a Selfwealth SMSF trading account you benefit from both our industry expertise as well as our seamless integrations with SMSF administrators BGL Simple Fund 360 and Class Super for direct data feeds. 

Invest your super in a diverse range of securities across the ASX, the NYSE, Nasdaq and HKEX. Access Australian Ordinary Shares, US Ordinary Shares, bonds, ETFs and more. Then, monitor your investment performance on one single-view dashboard from your mobile app or desktop. 

With Selfwealth you can access and export your transaction reports and Annual Statements any time, letting you stay on top of your reporting obligations. 

Flat-fee brokerage 

Save with flat-fee brokerage of $9.50 per trade (AU and US), regardless of the size.

Access local and international markets 

Build a diversified SMSF portfolio that can help you meet your retirement goals or other financial goals.

HIN-based, CHESS Sponsored 

Choose the online investment platform that provides a HIN-based structure, allowing full ownership of your investments without a custodian in between.  

Dedicated Relationship Managers 

Get VIP service from your own Selfwealth relationship manager for dedicated support on your account. 

Super integrations 

Data feeds from market-leading SMSF administrators BGL and Class Super are built into the Selfwealth platform. 

Be supported by a dedicated team of Relationship Managers

Be supported by a dedicated team of Relationship Managers

Be supported by a dedicated team of Relationship Managers

Managing your SMSF investments can be complex enough. Without the right support and tools, you risk wasting time and impacting on your portfolio performance. That’s why we not only provide our intuitive and easy-to-use online investing platform, but also comprehensive local support from our dedicated Relationship Managers.

Managing your SMSF investments can be complex enough. Without the right support and tools, you risk wasting time and impacting on your portfolio performance. That’s why we not only provide our intuitive and easy-to-use online investing platform, but also comprehensive local support from our dedicated Relationship Managers.

Managing your SMSF investments can be complex enough. Without the right support and tools, you risk wasting time and impacting on your portfolio performance. That’s why we not only provide our intuitive and easy-to-use online investing platform, but also comprehensive local support from our dedicated Relationship Managers.

Meet the team

Wanting to move your existing SMSF into our platform, or set up a new trading account for your SMSF? We can help.

Meet the team

Wanting to move your existing SMSF into our platform, or set up a new trading account for your SMSF? We can help.

Meet the team

Roger Ruzzier

Client Care Lead

Julian Landy

Relationship Manager

Ty Walker

Relationship Manager

Tane Ding

Relationship Manager

You will be in good hands.

Selfwealth has provided excellent service when I've needed it. Plus, they have been in touch from time to time, just to check in. And that sort of service is rare these days. You will be in good hands.

Wayne, Selfwealth customer

We partner with your trusted SMSF providers

We partner with your trusted SMSF providers

We partner with your trusted SMSF providers

We recognise the value of reliable data feeds for SMSF administrators. We partner with Australia’s leading SMSF providers to ensure seamless integration, saving time and significantly boosting productivity. 

BGL Simple Fund 360: A cloud-based SMSF Compliance and Administration solution. BGL’s exclusive agreement with Selfwealth ensures all newly added or migrated funds are accessible the next day for trading. Read more here

Class Super: A cloud-based SMSF administration solution. Class Super offers features like bulk capabilities, tax statement automation, and over 200 direct data feeds, ensuring streamlined administration and more time to focus on investing. Read more here

Maximise your SMSF’s potential with flat-fee trading, superior service and best-in-class partner integrations. 

Get started in four steps

Get started in four steps

Get started in four steps

Step 1
Create your account

Our seamless online application sets up an SMSF trading account. Indicate during the application if you want to transfer your ASX portfolio to Selfwealth. 

Step 1
Create your account

Our seamless online application sets up an SMSF trading account. Indicate during the application if you want to transfer your ASX portfolio to Selfwealth. 

Step 1
Create your account

Our seamless online application sets up an SMSF trading account. Indicate during the application if you want to transfer your ASX portfolio to Selfwealth. 

Step 2
Transfer Funds

Quickly move money from your bank to your Selfwealth cash account via Osko, or opt for a standard bank transfer, typically processed within a couple of days.

Step 2
Transfer Funds

Quickly move money from your bank to your Selfwealth cash account via Osko, or opt for a standard bank transfer, typically processed within a couple of days.

Step 2
Transfer Funds

Quickly move money from your bank to your Selfwealth cash account via Osko, or opt for a standard bank transfer, typically processed within a couple of days.

Step 3
Enable Data Feeds

Streamline your SMSF accounting and administration processes by enabling data feeds into systems like Class and BGL. 

Step 3
Enable Data Feeds

Streamline your SMSF accounting and administration processes by enabling data feeds into systems like Class and BGL. 

Step 3
Enable Data Feeds

Streamline your SMSF accounting and administration processes by enabling data feeds into systems like Class and BGL. 

Step 4
Buy Shares

Explore investment trends, adopt a long-term approach, and utilise Selfwealth’s market analysis and stock screener to make informed decisions. 

Step 4
Buy Shares

Explore investment trends, adopt a long-term approach, and utilise Selfwealth’s market analysis and stock screener to make informed decisions. 

Step 4
Buy Shares

Explore investment trends, adopt a long-term approach, and utilise Selfwealth’s market analysis and stock screener to make informed decisions. 

Take control of your SMSF investing 

Maximise your SMSF’s potential with flat-fee trading, superior service and best-in-class partner integrations. Sign up to Selfwealth today. 

FAQs

FAQs

FAQs

Can I open an SMSF trading account with Selfwealth?

Do you support data feeds into SMSF software?

What types of shares can I trade with Selfwealth?

Do you provide End of Financial Year Bank Statements for my SMSF Auditor/Accountant?

Do you provide End-of-Financial-Year Tax Reporting for SMSF Trustees not using Class or BGL?

Can I open an SMSF trading account with Selfwealth?

Do you support data feeds into SMSF software?

What types of shares can I trade with Selfwealth?

Do you provide End of Financial Year Bank Statements for my SMSF Auditor/Accountant?

Do you provide End-of-Financial-Year Tax Reporting for SMSF Trustees not using Class or BGL?

Can I open an SMSF trading account with Selfwealth?

Do you support data feeds into SMSF software?

What types of shares can I trade with Selfwealth?

Do you provide End of Financial Year Bank Statements for my SMSF Auditor/Accountant?

Do you provide End-of-Financial-Year Tax Reporting for SMSF Trustees not using Class or BGL?