Promotional Offers Terms & Conditions
Last updated: 07th October 2026
This page outlines the Terms & Conditions for current promotional offers made available by Selfwealth Pty Ltd ABN 52 154 324 428 ("Selfwealth"). Each offer is subject to the General Terms below and the specific conditions for each campaign.
1. General Terms (Applicable to All Offers)
These offers are available to existing Selfwealth customers in Australia only.
Offers may be withdrawn or amended by Selfwealth at any time for new participants.
Offers are not transferable and cannot be exchanged for cash or other benefits unless explicitly stated.
Customers must meet all eligibility criteria outlined in the relevant campaign section.
Selfwealth reserves the right to withhold or revoke an offer where it reasonably suspects misuse, abuse, or fraudulent activity, including but not limited to attempts to game, manipulate, or circumvent the intent of the offer.
Participation in any promotion is subject to Selfwealth's standard Terms & Conditions, Financial Services Guide (FSG), and applicable fees and charges.
Brokerage for Australian trades is charged at a flat fee of $9.50 per trade, unless waived as part of an offer.
2. Get Started Trade Campaign – 3 Free Trades
2.1 Offer Summary
Eligible customers who are invited by Selfwealth and fund their account will receive 3 free trades to help them get started.
2.2 Eligibility Criteria
To qualify:
- Referred Customers must receive a direct invitation from Selfwealth (e.g. via email or in-product message).
- Referred Customers must complete their first successful transfer (funding) into their Selfwealth account of at least $2,000 AUD by 11:59pm 31 May 2026.
- Customers must fund their account with a minimum of $2,000 AUD and maintain this balance (i.e. not withdraw below $2,000 AUD) for at least 30 days.
- Eligibility is determined based on Selfwealth's internal campaign tracking, including but not limited to campaign opt-in or engagement (e.g. via in-product prompts).
2.3 Offer Application & Usage
Eligible customers (who satisfy the criteria in 2.2) will receive 3 free trades within 30 days of meeting the eligibility criteria.
The free trades:
- Apply to Australian (ASX) trades only.
- Cover the standard $9.50 brokerage fee per trade.
- Must be used within 30 days of being applied to the account.
- Will expire if unused after this period.
2.4 Limitations
- Free trades apply only to brokerage fees and do not cover other applicable fees, taxes, or charges.
- This offer is limited to one per eligible customer.
- Selfwealth may decline to apply or may revoke the offer where it reasonably suspects attempts to access the offer multiple times through account manipulation or other misuse.
3. First Time Downloading the App – 3 Free Trades
3.1 Offer Summary
Customers that download the mobile application for the first time (and satisfy other eligibility criteria outlined below) will receive 3 free trades.
3.2 Eligibility Criteria
This offer is only open to customers who:
- Are new customers (who have not had a Selfwealth account before).
- Download the Selfwealth mobile application from the App Store or Google Play Store on their phone for the first time.
3.3 Offer Application & Usage
Eligible customers (who satisfy the criteria in 3.2) will receive 3 free trades within 30 days of meeting the eligibility criteria.
The free trades:
- Apply to Australian (ASX) trades only.
- Cover the standard $9.50 brokerage fee per trade.
- Must be used within 30 days of being applied to the account.
- Will expire if unused after this period.
3.4 Limitations
- Free trades apply only to brokerage fees and do not cover other applicable fees, taxes, or charges.
- This offer is limited to one per eligible customer.
- Selfwealth may decline to apply or may revoke the offer where it reasonably suspects attempts to access the offer multiple times through account manipulation or other misuse.
4. Referral Bonus Offer – $100 Cash Bonus + 10 Free Trades
4.1 Offer Summary
Refer a friend to Selfwealth and receive a $100 AUD cash bonus and 10 free trades (the "Offer") when your friend opens and funds their account. This is an ongoing Offer and remains available until varied, suspended or withdrawn by Selfwealth.
This Offer applies for referrals made on or after 1 October 2026.
4.2 Eligibility Criteria
To qualify for the Offer:
- The referrer must share their referral link in accordance with the Referral Program Terms ("Referring Customer") on or after 1 October 2026.
- The Referring Customer must also be an existing and established customer of Selfwealth.
- The referred customer ("Referred Customer") must:
- be a new customer of Selfwealth (and not have previously had any account with Selfwealth);
- open a new Selfwealth account;
- fund their account with a minimum of $2,000 AUD within 30 days of opening their account; and
- maintain that funding (i.e. not withdraw below $2,000 AUD) for at least 30 days.
4.3 Bonus Payment
- The $100 AUD cash bonus and 10 free trades will be credited to the Referring Customer's Selfwealth account within 30 days of the Referred Customer meeting all eligibility criteria.
- The Referred Customer will receive any applicable benefits (e.g. free trades) in accordance with the standard Referral Program (available here).
4.4 Limitations
- This is an ongoing offer with no fixed end date. Selfwealth reserves the right to vary, suspend or withdraw this offer at any time by updating these terms.
- There is no fixed cap on the number of Referring Customers that can be eligible for the $100 cash bonus; however, Selfwealth reserves the right to monitor usage and impose limits where it identifies behaviour inconsistent with the intent of the offer, or identifies misuse or abuse.
- The free trades applied to your account must be used within 30 days of being applied to your account.
- Selfwealth reserves the right to reject any entry it reasonably determines to be from a duplicative account, fraudulent, or otherwise not made in good faith.
5. Birthday Month Free Trades
5.1 Offer Summary and Eligibility
When an existing customer's birthday is approaching, Selfwealth will contact that client with an offer of 3 Free Trades, to be applied and used in accordance with this section 5 of these Promotional Offer Terms & Conditions.
5.2 Offer Application & Usage
Eligible customers (who satisfy the criteria in 5.1) will receive 3 free trades in the month on which the Customer's birthday falls.
The free trades:
- Apply to Australian (ASX) trades only.
- Cover the standard $9.50 brokerage fee per trade.
- Must be used within 30 days of being applied to the account.
- Will expire if unused after this period.
5.3 Limitations
- Free trades apply only to brokerage fees and do not cover other applicable fees, taxes, or charges.
- This offer is limited to one per eligible customer.
- Selfwealth may decline to apply or may revoke the offer where it reasonably suspects attempts to access the offer multiple times through account manipulation or other misuse.
- Selfwealth reserves the right to terminate the offer at any time.
- Selfwealth cannot guarantee that we will always notify customers about their eligibility for the Birthday Month Free Trades.
6. Deposit Fresh Funds
6.1 Offer Summary and Eligibility
This offer is only available to customers who are contacted by Selfwealth and provided a unique link to fund their trading account ("Fresh Funds"). To be eligible for the offer, contacted customers must deposit the Fresh Funds, which amount will be stipulated to those customers contacted.
6.2 Offer Application & Usage
Eligible customers who receive a message from Selfwealth will receive 3 free trades for the month in which they deposit the Fresh Funds.
The free trades:
- Apply to Australian (ASX) trades only.
- Cover the standard $9.50 brokerage fee per trade.
- Must be used within 30 days of being applied to the account.
- Will expire if unused after this period.
6.3 Limitations
- Free trades apply only to brokerage fees and do not cover other applicable fees, taxes, or charges.
- This offer is limited to one per eligible customer.
- Selfwealth may decline to apply or may revoke the offer where it reasonably suspects attempts to access the offer multiple times through account manipulation or other misuse.
- Selfwealth reserves the right to terminate the offer at any time.
- Selfwealth cannot guarantee that we will always notify customers about their eligibility for the Deposit Fresh Funds offer.
7. $0 Brokerage on 3 Trades
7.1 Offer Summary and Eligibility
Offer valid for new Selfwealth clients only who open an account before 31 August 2026.
$0 brokerage applies to the client's first 3 eligible trades placed within 30 days of account approval. Trades beyond the first 3, or placed after the 30-day window, are charged at Selfwealth's standard brokerage rates.
7.2 Offer Application & Usage
The free trades:
- Apply to Australian (ASX) trades only.
- Cover the standard $9.50 brokerage fee per trade.
- Must be used within 30 days of being applied to the account.
- Will expire if unused after this period.
7.3 Limitations
- Free trades apply only to brokerage fees and do not cover other applicable fees, taxes, or charges.
- This offer is limited to one per eligible customer.
- Selfwealth may decline to apply or may revoke the offer where it reasonably suspects attempts to access the offer multiple times through account manipulation or other misuse.
- Selfwealth reserves the right to terminate the offer at any time.
8. Get 4 months fee-free when you fund your Managed Investment portfolio
Offer valid for selected Selfwealth waitlist customers only who fund their Managed Investments portfolio by 31 October 2026.
The 4-month fee-free period applies to management fees and begins on the date funding successfully clears. After the 4-month period, or for any portfolio funded after 31 October 2026, Selfwealth's standard Managed Investments fees apply.
9. Disclaimer
SelfWealth Pty Ltd ABN 52 154 324 428 ("Selfwealth") (AFSL 421789). The information provided is general in nature and does not take into account your personal objectives, financial situation or needs. You should consider whether it is appropriate for you and seek professional advice where necessary.
Selfwealth reserves the right to refuse or revoke participation in any offer where it identifies misuse, abuse, or fraudulent activity.