Investment Solutions

Features

Investment Solutions

Features

Investment Solutions

Features

Invest Now, for Your Tomorrow

At Selfwealth, our mission has always been to empower investors to make informed decisions without the burden of excessive fees. 

This principle is at the heart of our self-managed super fund (SMSF) trading accounts.  

Why choose Selfwealth for SMSF trading?

Why choose Selfwealth for SMSF trading?

Why choose Selfwealth for SMSF trading?

Besides saving money with our competitive flat-fee brokerage model, we’ve partnered with some of Australia’s leading SMSF providers to support both Trustees with existing SMSFs and those looking to establish one. Whether you’re a self-directed investor or are guided by an Accountant, Adviser, or SMSF Administrator, we offer comprehensive support.

Besides saving money with our competitive flat-fee brokerage model, we’ve partnered with some of Australia’s leading SMSF providers to support both Trustees with existing SMSFs and those looking to establish one. Whether you’re a self-directed investor or are guided by an Accountant, Adviser, or SMSF Administrator, we offer comprehensive support.

Besides saving money with our competitive flat-fee brokerage model, we’ve partnered with some of Australia’s leading SMSF providers to support both Trustees with existing SMSFs and those looking to establish one. Whether you’re a self-directed investor or are guided by an Accountant, Adviser, or SMSF Administrator, we offer comprehensive support.

Save money for your SMSF Trading with our flat-fee brokerage

Tailored for Individual and Corporate Trustees, facilitating seamless share trading. 

Educational Insights

Access a wealth of articles, thought leadership pieces, webinar invites, and blog posts to stay informed and make educated investment decisions. 

Dedicated Relationship Manager

Receive personalised service, expert guidance, and support in all aspects of your Selfwealth trading experience. 

Referral Network:

We connect you with trusted professionals to help set up or manage your SMSF, ensuring your trading account is established with us. 

Advanced Integration

Our platform integrates with SMSF Administration and Reporting solutions like BGL and Class. This ensures accurate and timely data feeds for share trading transactions, brokerage, and balances, supporting services provided by SMSF intermediaries. 

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. Therefore, 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

Getting started with SMSF trading

Getting started with SMSF trading

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

Instantly 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

Instantly 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

Instantly 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. 

Start your investment journey with Selfwealth 

Embrace the benefits of our flat-fee trading structure, superior service, and integrated solutions to maximise your SMSF potential. Join us and take a confident step towards securing your financial future. 

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?

* The information contained on this page 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 here 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. SelfWealth Ltd ABN 52 154 324 428 (“Selfwealth”) (AFSL 421789).