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Simple access

ETFs help investors gain exposure to a wide range of investment strategies, international markets and asset classes as simply as buying any share.

Liquidity

ETFs normally have a high level of liquidity, and are traded on the Australian Securities Exchange (ASX) so can be bought and sold just like shares during the trading day.

Transparency

Investment information about ETFs (including underlying portfolio holdings, fees and distribution information) can be accessed via the relevant Fund product page.

Cost-effective

Because ETFs aim to track the performance of an index or asset class, there are no in-built ‘active management’ fees to worry about. As such they’re generally significantly more cost-effective than comparable traditional managed funds that are actively managed.

SMSF friendly

Just like shares, ETFs are eligible to be bought inside Self-Managed Super Funds, and the popularity of ETFs has been growing strongly with this client base. For more information about ETFs and SMSF see here.

Betashares ETFs are regulated unit trusts whose units trade on the ASX much like shares. They have the same legal structure as traditional managed funds and are subject to the highest form of investor protection regulation available in Australia.

The assets underlying our ETFs do not form part of Betashares’ assets. Rather, they are held on trust for the benefit of unitholders. Betashares has appointed an independent, third party custodian to hold the assets of each exchange traded fund, which are kept separate from the assets of Betashares, the custodian and any other fund.

For more information see here.

You can buy and sell units in an ETF during the trading day through a stockbroker, financial adviser or online broker, the same way you would buy and sell individual stocks. ETFs are traded on the Australian Securities Exchange (ASX). Learn more about investing in ETFs.

DRP is currently available only to unitholders who have a registered address in Australia or New Zealand.

Eligible Unitholders can elect to participate in the DRP by completing an online form available on our unit registrar’s website (Link Market Services) or by contacting the registrar (further information will be provided in the information pack sent to you when you become a unitholder).

Participation in the DRP is subject to the terms and conditions of the DRP policy document, which is available from the registrar, or by contacting Betashares on 1300 487 577 (within Australia).

Upon investing, you will receive a Welcome Letter which includes instructions on how to access your holdings and update your details online via the Link Investor Centre.

The web address for the Link Investor Centre is www.linkmarketservices.com.au. If you need help, please contact Link Market Services on 1300 202 738, they will guide you through the online portal.

After the end of a financial year you will receive an individualised tax statement regarding your investment, setting out the components of any income received during that financial year.

If you do not receive a tax statement you were expecting, please contact our unit registrar, Link Market Services. You can contact them by phone at 1300 202 738 or online at Link Market Services – Investor Centre

Link Market Services is the unit registrar for all Betashares Funds and is able to help you with a number of administrative enquiries.

Please contact them directly if you would like to:

• Update your contact and other information
• Enquire about Fund distributions/dividends
• Enquire about your tax or distribution statements
• Enquire about the size and value of your investment
• Elect to participate in a distribution reinvestment plan (if available) or
• If you have other enquiries regarding your holding of units

Link Market Services can be contacted by calling 1300 202 738. Alternatively, some queries can be answered by using the Link web portal: Link Market Services – Investor Centre.