Benefit from $0 brokerage, software integrations, comprehensive tax reporting and a broad range of investment options. All backed by Betashares.
Company Accounts
A better way to invest for your Company
Trusted by over 1 million investors with over [[aum]] of capital
Refer to the PDS for information on interest retained by Betashares on cash balances.
$0 brokerage
$0 brokerage on all ASX ETFs and [[shares]]+ shares, regardless of transaction size.
Simplified tax reporting
We prepare comprehensive capital gains and tax statements for your portfolio.
Cash Solutions
Flexible cash and money market ETFs that put your company’s cash to work.
$0 brokerage
$0 brokerage on all ASX ETFs and [[shares]]+ shares, regardless of transaction size.
Simplified tax reporting
We prepare comprehensive capital gains and tax statements for your portfolio.
Cash Solutions
Flexible cash and money market ETFs that put your company’s cash to work.
$0 brokerage
$0 brokerage on all ASX ETFs and [[shares]]+ shares, regardless of transaction size.
Simplified tax reporting
We prepare comprehensive capital gains and tax statements for your portfolio.
Cash Solutions
Flexible cash and money market ETFs that put your company’s cash to work.
Refer to the PDS for information on interest retained by Betashares on cash balances.
Everything you need
to grow your company
All the powerful features of Betashares Direct are at your company’s disposal.
Tax reporting
Detailed data and personalised tax and CGT reporting, that can be shared with your accountant.
CSV exports
Download trades to share with accountants or other software.
Performance reporting
Access real-time information on how your company’s portfolio is performing.
Platform security
Advanced open banking technology with biometrics and MFA.
Transfer your portfolio
No CGT implications* and we don’t charge fees to transfer your holdings to us.
Multiple account types
Use a single login to invest across your different accounts.
Tax reporting
Detailed data and personalised tax and CGT reporting, that can be shared with your accountant.
CSV exports
Download trades to share with accountants or other software.
Performance reporting
Access real-time information on how your company’s portfolio is performing.
Platform security
Advanced open banking technology with biometrics and MFA.
Transfer your portfolio
No CGT implications* and we don’t charge fees to transfer your holdings to us.
Multiple account types
Use a single login to invest across your different accounts.
Tax reporting
Detailed data and personalised tax and CGT reporting, that can be shared with your accountant.
CSV exports
Download trades to share with accountants or other software.
Performance reporting
Access real-time information on how your company’s portfolio is performing.
Platform security
Advanced open banking technology with biometrics and MFA.
Transfer your portfolio
No CGT implications* and we don’t charge fees to transfer your holdings to us.
Multiple account types
Use a single login to invest across your different accounts.
*There are no capital gains tax (CGT) implications, provided there is no change in beneficial ownership. Betashares is not a tax adviser. You should consult your tax adviser before making any investment decisions. Refer to our pricing page for transfer out fees.
Total choice. Complete control.
Invest with $0 brokerage in all ETFs and [[shares]]+ ASX shares. Build your own portfolio or choose from our range of Managed Portfolios.
Refer to the PDS for information on interest retained by Betashares on cash balances and Managed Portfolio fees.
ASX shares & ETFs
Invest in all ASX ETFs from Betashares and other managers, and [[shares]]+ ASX shares.
Managed & Custom Portfolios
Choose from 14 Managed Portfolios or build your own Custom portfolio from scratch.
Income ETFs
Earn monthly distributions from income ETFs, cash funds and high-quality money market securities.
ASX shares & ETFs
Invest in all ASX ETFs from Betashares and other managers, and [[shares]]+ ASX shares.
Managed & Custom Portfolios
Choose from 14 Managed Portfolios or build your own Custom portfolio from scratch.
Income ETFs
Earn monthly distributions from income ETFs, cash funds and high-quality money market securities.
ASX shares & ETFs
Invest in all ASX ETFs from Betashares and other managers, and [[shares]]+ ASX shares.
Managed & Custom Portfolios
Choose from 14 Managed Portfolios or build your own Custom portfolio from scratch.
Income ETFs
Earn monthly distributions from income ETFs, cash funds and high-quality money market securities.
Refer to the PDS for information on interest retained by Betashares on cash balances and Managed Portfolio fees.
Eligibility criteria
Company accounts are available to companies that:
Australian private / proprietary companies (Pty Ltd)
registered with ASIC
Happy investors Australia-wide
Angus S
Very simple to use, allows easy account management. Simple to transfer money, gives me autonomy, actually love the concept.
Girolamo C
Great platform with all key information readily available!
Ian S
Trusted management of my investments.
Jack D
Easy to use, no brokerage, fractional investing.
Jean-Pierre F
Auto investing & everything is simplified.
Scarlett D
Good app experience, nice UX, it works.
Simon O
Ability to set up a custom portfolio that enables me to automate my investments.
Soterios G
Perfect platform. Considerate service and a bright future!
Taewoong L
Zero fee investing on Betashares ETFs, clean and convenient app, distribution reinvestment.
Tony B
Ability to automate, no transaction fees, ability to create custom portfolios!
Clear answers.
Common questions.
You can open an account for your Company from the web or mobile apps. What you’ll need is:
- the ABN or ACN for your Company
- Drivers licence or Passport details for each company officer.
Only applications by Australian private companies will be accepted.
No – provided the accounts are linked to the same email address. You will log in using the email address registered to your account(s) and can then switch between your Individual, Trust, and any other accounts from the Profile menu.
Yes! You can initiate a transfer of eligible securities from another platform onto Betashares Direct from the app. Go to the profile menu and select “Transfer request” to start the digital process.
Yes! Betashares Direct makes tax time easy by providing an Annual Tax Statement as well as a Capital Gain and Loss Report (CGT statement) for all holdings on the platform. At any time you can also generate an ad hoc report or list of transactions from the “Activity” page in the web app at direct.betashares.com.au.
Have more questions? Go to Betashares’ Help Centre for more information.
