A Selfwealth representative will be in touch to better understand your business.

Australia's fastest-growing retail platform is bringing you Australia's newest adviser platform. Save you and your clients time and money and gain access to our famous $9.50 brokerage.

We'll save you and your clients time and money with innovative new tools, allowing you to concentrate on the important elements of your business.

Famous $9.50 Brokerage

Create Model Portfolios

Rebalance All Clients in Minutes

Take back control of your brokerage costs. Your clients save and your business is more profitable.

Our innovative model portfolio functionality allows you to create up to five model portfolios based on your clients' risk profiles.

Don't spend days realigning your clients portfolios. Spend this time building relationships.

$9.50 per $70,000 in a trade.

Research and Stock Analysis

Access to Refinitiv (previously Thomson Reuters) research and stock analysis, company overview, price forecast.

Online Client Access

Give your clients visibility of their trading account and portfolios, with the option to place their own trades.

All the Reporting Your Clients Need

Access to a wide range of investment and EOFY tax reporting, including income statement reports and capital gains tax reporting.

Competitive Cash Rate

Cash located in clients' cash accounts generate interest daily.

Data Feeds

Access cash and transaction information via a range of software, including Xplan, BGL and Class.

Multiple Account Types Supported

We support a variety of accounts: companies, trusts, SMSFs, joint and individual accounts.

SelfWealth is famous for its low brokerage fees for retail investors. We're now bringing this to advisers and intermediaries. Only ever pay $9.50 for brokerage, per trade block of $70,000 in the one trade. E.g. a $65k trade costs $9.50 and a $90k trade will cost $19.

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