Invest

Pricing

Why Selfwealth

About

Insights

Advisers

Join now

Log in

Invest

Pricing

Why Selfwealth

About

Insights

Advisers

Join now

Log in

Shareholder Centre

Help Centre

Shareholder Centre

Help Centre

Invest

Pricing

Why Selfwealth

About

Insights

Advisers

Join now

Log in

Invest

Pricing

Why Selfwealth

About

Insights

Advisers

Join now

Log in

Self-managed super fund trading simplified

Manage your self-managed super fund (SMSF) clients’ activities with confidence.

Need more information? Share your details to speak to one of our platform specialists. 

This question is required.*

Need more information? Share your details to speak to one of our platform specialists. 

This question is required.*

Need more information? Share your details to speak to one of our platform specialists. 

This question is required.*

Over 129,000*

Over 129,000*

Australian investors

$59 Million*+

$59 Million*+

$59 Million* +

Traded daily on the platform 

$10 Billion*+

$10 Billion*+

Funds under administration  

Funds under administration  

*As at 14 November 2024.

Empowering everyday Australian

Everything you need to enhance SMSF investing

Everything you need to enhance SMSF investing

Everything you need to enhance SMSF investing

For intermediaries seeking a trading platform with integration into some of Australia’s leading SMSF providers. Selfwealth supports Trustees with existing SMSFs, as well as those looking to establish one.   

Data feeds ensure accurate and timely data for share trading transactions, brokerage, and cash transactions and balances, helping SMSF intermediaries better support their clients.  

Learn more about Selfwealth

Learn more about Selfwealth

Learn more about Selfwealth

We partner with leading SMSF providers

Reliable data feeds are integral to any Adviser, Accountant or SMSF Administrator. We partner with Australia’s leading SMSF providers to deliver cash and trading data feeds. These integrations are built to boost your productivity and operational efficiencies by enabling seamless integration of client trading activity data. 

We partner with leading SMSF providers

Reliable data feeds are integral to any Adviser, Accountant or SMSF Administrator. We partner with Australia’s leading SMSF providers to deliver cash and trading data feeds. These integrations are built to boost your productivity and operational efficiencies by enabling seamless integration of client trading activity data. 

We partner with leading SMSF providers

Reliable data feeds are integral to any Adviser, Accountant or SMSF Administrator. We partner with Australia’s leading SMSF providers to deliver cash and trading data feeds. These integrations are built to boost your productivity and operational efficiencies by enabling seamless integration of client trading activity data. 

BGL Simple Fund 360: A cloud-based SMSF Compliance and Administration solution. BGL Simple Fund 360 is one of Australia’s leading SMSF administration software providers, empowering professionals with powerful automation and AI-powered technologies.  

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

Request a call back

Request a call back

Request a call back

Why choose Selfwealth for your SMSF clients

Why choose Selfwealth for your SMSF clients

Why choose Selfwealth for your SMSF clients

Streamlined account opening

In a few simple steps our streamlined online application saves time for both you and your clients.

Dedicated support team 

Access to your own dedicated Business Development Manager (BDM) – locally based and at your assistance when you need support.

Non-custodial, HIN-based

Australian shares held on the Selfwealth platform are CHESS-sponsored and registered in your client’s name as the beneficial and legal owner. Holdings are protected in the event of any issues with the CHESS sponsor. 

Provided us with great support and assistance.

We have found the Selfwealth trading platform very easy to use and at a great low cost for all our clients regardless of size or account type. The Selfwealth team have also provided us with great support and assistance, making it easy for us to get business done while ensuring a great customer experience for our clients.

Stephen - Principal Financial Adviser

Testimonials

Testimonials

Testimonials

  • Intuitive and highly effective
    Selfwealth is an intuitive and highly effective brokerage platform that has been invaluable in helping our clients at Mint Lane manage their investments. It offers a user-friendly interface and a wide range of useful features, making it our top choice for our clients’ trading. The platform's transparent pricing, detailed portfolio tracking, and advanced research tools enable us to provide tailored advice and optimise investment strategies. In addition, the support from Selfwealth is exceptional; our dedicated business development manager and support staff have been fantastic to deal with, always going above and beyond to assist with any queries

    Goran - Director & Financial Adviser

  • Would highly recommend to other advisers
    We have been using Selfwealth for a number of years and have found the platform easy to use and cost-effective for our clients. The Selfwealth team are friendly, easy to deal with, and happy to spend time with our team to answer questions and train us when required. Would highly recommend.

    Tanya - Director/Financial Planner

  • Selfwealth has proven to be an exceptional starting point for our clients
    We're a boutique financial planning practice with a focus on empowering mature women on their journey to financial independence. Selfwealth has proven to be an exceptional starting point for our clients with a robust platform, low brokerage, and a comprehensive view of portfolio performance. Selfwealth is easy to use, and their team is responsive and supportive. For anyone looking to start, or enhance, their investment journey, especially those empowering women towards financial independence, we highly recommend Selfwealth.

    Natallia - Director

  • My share trading platform of choice
    As a fixed-fee-for-service adviser, the flat brokerage from Selfwealth fits nicely within my model. Selfwealth has become my share trading platform of choice and is now an integral part of my advice business. It has created efficiencies and cost savings for both my business and my clients. Any issues are addressed with speed and a genuine desire to help; they even listen to my specific requests and work towards including them in the offering. I highly recomment to anyone looking at their options for listed investment trading.

    Stephen - Director

  • Selfwealth truly know how to make an impact
    Direct share trading as an adviser has become increasingly difficult over the years with increasing costs, compliance concerns, and reporting requirements. Therefore, finding a direct broker that worked for us and with us was of the utmost importance. Selfwealth has not only provided a great flat cost per trade, it also has free independent research on the ASX Top 500, plus a team who go above and beyond when it comes to support. If I need anything at all, I only need to make one call and it is done every time and without fail. Selfwealth know how to make an impact, add value, and get it done efficiently.

    Michael - National Practice Manager

  • Intuitive and highly effective
    Selfwealth is an intuitive and highly effective brokerage platform that has been invaluable in helping our clients at Mint Lane manage their investments. It offers a user-friendly interface and a wide range of useful features, making it our top choice for our clients’ trading. The platform's transparent pricing, detailed portfolio tracking, and advanced research tools enable us to provide tailored advice and optimise investment strategies. In addition, the support from Selfwealth is exceptional; our dedicated business development manager and support staff have been fantastic to deal with, always going above and beyond to assist with any queries

    Goran - Director & Financial Adviser

  • Would highly recommend to other advisers
    We have been using Selfwealth for a number of years and have found the platform easy to use and cost-effective for our clients. The Selfwealth team are friendly, easy to deal with, and happy to spend time with our team to answer questions and train us when required. Would highly recommend.

    Tanya - Director/Financial Planner

  • Selfwealth has proven to be an exceptional starting point for our clients
    We're a boutique financial planning practice with a focus on empowering mature women on their journey to financial independence. Selfwealth has proven to be an exceptional starting point for our clients with a robust platform, low brokerage, and a comprehensive view of portfolio performance. Selfwealth is easy to use, and their team is responsive and supportive. For anyone looking to start, or enhance, their investment journey, especially those empowering women towards financial independence, we highly recommend Selfwealth.

    Natallia - Director

  • My share trading platform of choice
    As a fixed-fee-for-service adviser, the flat brokerage from Selfwealth fits nicely within my model. Selfwealth has become my share trading platform of choice and is now an integral part of my advice business. It has created efficiencies and cost savings for both my business and my clients. Any issues are addressed with speed and a genuine desire to help; they even listen to my specific requests and work towards including them in the offering. I highly recomment to anyone looking at their options for listed investment trading.

    Stephen - Director

  • Selfwealth truly know how to make an impact
    Direct share trading as an adviser has become increasingly difficult over the years with increasing costs, compliance concerns, and reporting requirements. Therefore, finding a direct broker that worked for us and with us was of the utmost importance. Selfwealth has not only provided a great flat cost per trade, it also has free independent research on the ASX Top 500, plus a team who go above and beyond when it comes to support. If I need anything at all, I only need to make one call and it is done every time and without fail. Selfwealth know how to make an impact, add value, and get it done efficiently.

    Michael - National Practice Manager

  • Intuitive and highly effective
    Selfwealth is an intuitive and highly effective brokerage platform that has been invaluable in helping our clients at Mint Lane manage their investments. It offers a user-friendly interface and a wide range of useful features, making it our top choice for our clients’ trading. The platform's transparent pricing, detailed portfolio tracking, and advanced research tools enable us to provide tailored advice and optimise investment strategies. In addition, the support from Selfwealth is exceptional; our dedicated business development manager and support staff have been fantastic to deal with, always going above and beyond to assist with any queries

    Goran - Director & Financial Adviser

  • Would highly recommend to other advisers
    We have been using Selfwealth for a number of years and have found the platform easy to use and cost-effective for our clients. The Selfwealth team are friendly, easy to deal with, and happy to spend time with our team to answer questions and train us when required. Would highly recommend.

    Tanya - Director/Financial Planner

  • Selfwealth has proven to be an exceptional starting point for our clients
    We're a boutique financial planning practice with a focus on empowering mature women on their journey to financial independence. Selfwealth has proven to be an exceptional starting point for our clients with a robust platform, low brokerage, and a comprehensive view of portfolio performance. Selfwealth is easy to use, and their team is responsive and supportive. For anyone looking to start, or enhance, their investment journey, especially those empowering women towards financial independence, we highly recommend Selfwealth.

    Natallia - Director

  • My share trading platform of choice
    As a fixed-fee-for-service adviser, the flat brokerage from Selfwealth fits nicely within my model. Selfwealth has become my share trading platform of choice and is now an integral part of my advice business. It has created efficiencies and cost savings for both my business and my clients. Any issues are addressed with speed and a genuine desire to help; they even listen to my specific requests and work towards including them in the offering. I highly recomment to anyone looking at their options for listed investment trading.

    Stephen - Director

  • Selfwealth truly know how to make an impact
    Direct share trading as an adviser has become increasingly difficult over the years with increasing costs, compliance concerns, and reporting requirements. Therefore, finding a direct broker that worked for us and with us was of the utmost importance. Selfwealth has not only provided a great flat cost per trade, it also has free independent research on the ASX Top 500, plus a team who go above and beyond when it comes to support. If I need anything at all, I only need to make one call and it is done every time and without fail. Selfwealth know how to make an impact, add value, and get it done efficiently.

    Michael - National Practice Manager