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Selfwealth Promotional Offers – Terms & Conditions

  • Updated

Promotional Offers Terms & Conditions

Last updated: 8th July 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Offers may be withdrawn or amended by Selfwealth at any time for new participants.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. Birthday Month Free Trades

4.1 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 4 of these Promotional Offer Terms & Conditions.

4.2 Offer Application & Usage

Eligible customers (who satisfy the criteria in 4.1) 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.

4.3 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.

5. Deposit Fresh Funds

5.1 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.

5.2 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.

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 Deposit Fresh Funds offer.

6. $0 Brokerage on 3 Trades

6.1 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.

6.2 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.

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.

7. Auto-Invest Free Trades Offer

7.1 Offer Summary

Eligible Customers who set up a new auto-invest schedule and meet the criteria below will receive 5 free trades.

7.2 Eligibility Criteria

To qualify:

  • Customers that create a new Auto-Invest schedule between 12:00am AEST 14 July 2026 and 11:59pm AEST 31 August 2026 will qualify for this free trades offer.
  • Customers who qualify will receive a direct invitation from Selfwealth via email or in-app message.

7.3 Offer Application & Usage

Eligible customers who meet the offer criteria will automatically receive their 3 or 5 free trades within 30 days of becoming eligible. Once applied, free trades must be used within 30 days before they expire.

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.

7.4 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.

8. 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.

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