1. Offer Details
Selfwealth customers who transfer any ASX portfolio to Selfwealth may qualify for complimentary brokerage on Australian equity trades, subject to the following conditions:
- 6 months of complimentary brokerage (up to 50 trades) for customers transferring any ASX portfolio of at least $100,000 in Funds Under Administration (FUA).
- 12 months of complimentary brokerage (up to 100 trades) for customers transferring any ASX portfolio of $250,000 or more in FUA.
This offer is only available to customers invited by Selfwealth and is not transferable to other customers.
2. Eligibility Criteria
To qualify for the complimentary brokerage offer:
- Customers must transfer a portfolio with at least $100,000 in FUA (including cash and/or ASX-listed shares) into a Selfwealth account.
- The offer is available only to customers directly engaged by a Selfwealth Relationship Manager (RM).
- Customers must notify their Selfwealth RM once their portfolio transfer is complete, after which the brokerage offer will be applied.
- The brokerage fee waiver applies only to Australian equity trades executed via the Selfwealth trading platform.
- The brokerage offer will be activated by the end of the calendar week following confirmation of the successful transfer.
Orders placed before the transfer is completed and confirmed will not be eligible for complimentary brokerage.
3. Trade Cap & Limitations
- 6-month offer: Maximum 50 trades during the period.
- 12-month offer: Maximum 100 trades during the period.
- If a customer reaches the trade cap before the time period ends, standard brokerage fees will apply thereafter.
4. Changes to Eligibility
- The offer remains valid for the full period unless a customer engages in misuse (e.g., artificial trading activity to take advantage of the offer).
- If a customer’s eligibility is revoked due to misuse, the brokerage waiver will cease immediately from that point forward.
5. Offer Duration
- The offer is available until withdrawn by Selfwealth.
- For each customer, the offer duration begins from the date the brokerage waiver is applied (post-confirmation of transfer) and ends when the trade cap is reached or the 6/12-month period concludes – whichever occurs first.
6. General Terms
- This offer is not transferable and cannot be redeemed for cash or other benefits.
- Selfwealth reserves the right to amend, withdraw, or discontinue this offer at any time for new participants. Customers who have already qualified will continue to receive the benefit as outlined in these terms.
7. Disclaimer
- SelfWealth Pty Ltd ABN 52 154 324 428 (“Selfwealth”) (AFSL 421789). The information contained in this communication contains general advice only and does not consider 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.
- Selfwealth does not guarantee investment performance or any specific financial outcome from the use of this offer.
- Selfwealth reserves the right to refuse participation if it identifies misuse, abuse, or other fraudulent activity.
- This offer is subject to Selfwealth’s standard Terms & Conditions and other fees and charges may apply, as set out in our FSG. Refer to our website for copies of these documents.