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Joint Accounts
Invest together with confidence
Join forces with up to three others to build and manage a portfolio.
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Betashares is a leading Australian financial
services group serving over one million investors.
Betashares is a leading Australian financial
services group serving over one million investors.
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One Account.
Multiple Owners.
Manage your investments together, with all the benefits of Betashares Direct. Perfect for partners, family members, or those with shared investing goals.
Create an account
Invest together
Invest with up to three other account holders. All holders must be 18+ years old.
Joint access
All holders can invest, make deposits and withdrawals, and manage investments.
Easy tax time
Consolidated tax reporting for all account holders.
Invest together
Invest with up to three other account holders. All holders must be 18+ years old.
Joint access
All holders can invest, make deposits and withdrawals, and manage investments.
Easy taxes
Consolidated tax reporting for all account holders.
Create an account
Everything you need
to build wealth together
All the powerful features of Betashares Direct are at your disposal.
Get started
Easy switching between accounts
Each account holder can switch easily between their individual and joint accounts using a single login.
Auto-invest
Set recurring orders into up to five Betashares ETFs, to automate a dollar-cost averaging (DCA) strategy.
Powerful simplicity
Personalised and intuitive reporting tools that help you to be a better investor.
Managed Portfolios
Access low-cost, diversified portfolios built and managed by our investing experts.
Easy switching between accounts
Each account holder can switch easily between their individual and joint accounts using a single login.
Powerful simplicity
Personalised and intuitive reporting tools that help you to be a better investor.
Auto-invest
Set recurring orders into up to five Betashares ETFs, to automate a dollar-cost averaging (DCA) strategy.
Managed Portfolios
Access low-cost, diversified portfolios built and managed by our investing experts.
Get started
Simple steps
to get started
Applying for a joint account is quick and easy.
1
2
3
4
Primary account holder
initiates the application
All account holders have their identification verified
Primary account holder
activates the account
Start investing!
Get started
Total choice. Complete control.
Invest brokerage-free in all ETFs and {{shares}}+ shares traded on the ASX. Build your own portfolio or choose from our range of Managed Portfolios.
All of the powerful Betashares Direct features now available for your joint account.
Get started
Refer to the PDS for information on interest retained by
Betashares on cash balances and Managed Portfolio fees.
Custom Portfolios
Build your portfolio together with your joint account holders in a few simple steps.
Focused Portfolios
Choose from a range of portfolios designed to meet a specific investing goal or strategy.
ASX shares and ETFs
Invest in ASX-traded ETFs and over {{shares}}+ ASX shares.
Core Portfolios
Choose from a range of diversified portfolios designed to help build wealth or provide income for a range of risk profiles.
Custom Portfolios
Build your portfolio together with your joint account holders in a few simple steps.
Focused Portfolios
Choose from a range of portfolios designed to meet a specific investing goal or strategy.
ASX shares and ETFs
Invest in all ETFs and {{shares}}+ shares traded on the ASX.
Core Portfolios
Choose from a range of diversified portfolios designed to help build wealth or provide income for a range of risk profiles.
Get started
Refer to the PDS for information on interest retained by Betashares on cash balances and Managed Portfolio fees.
Eligibility
criteria
A joint account can be opened by applicants who:
Are 18 years old or older
Have an Australian residential address
Are primary tax residents of Australia
Each have a unique email address
Get started
Refer to the PDS for information on interest retained by
Betashares on cash balances and Managed Portfolio fees.
Common questions.
Clear answers.
How do I set up a Joint Account on Betashares Direct?

If you already have a Betashares Direct account, you can add a joint account to your existing profile:

  1. Open your profile menu and select “Add Account.”
  2. Choose “Joint” and follow the prompts to invite up to three additional holders.

The new joint account will sit alongside your existing one under the same login — you can switch between them using the profile switcher.

If you aren’t already a Betashares Direct user, to open a Joint Account:

  1. One person (the primary account holder) starts the application using their own personal details.
  2. They enter the names and email addresses of up to three other people to be invited to join as account holders.
  3. Each invitee receives an email asking them to accept the invitation and complete their onboarding, including identity verification.
  4. Once all invitees have been successfully verified, the Primary account holder will receive notification via email & in-app messaging. The primary account holder must then activate the account to complete the setup.

After activation, each joint member can log in using their own email and password to access and manage the account.

How is account access managed in a Joint Account?

Each verified joint user can log in using their own email and password to access and manage the account.

All joint account holders have equal access and authority. Any holder can place orders, make withdrawals, or submit transfer requests without requiring approval from other account holders.

Email notifications will be sent to all account holders whenever a transaction occurs or an account update is made.

How are Joint Accounts treated from a tax perspective?

For tax purposes, income earned in a Joint Account is typically split evenly between all account holders.

Each holder is responsible for declaring their share of income (such as dividends and realised capital gains) in their individual tax return.

If a Tax File Number (TFN) is not provided by all holders:

  • For 2 holders: withholding tax at the top marginal rate (47%) will apply unless both holders provide their TFNs.
  • For 3–4 holders: withholding tax is avoided if at least two holders have provided their TFNs.
Get started
Please note this is not tax advice, and we recommend consulting with your tax adviser.
Have more questions? Go to Betashares’ Help Centre for more information.
Built by Betashares
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Assets under management
100+
Funds across Australia/NZ
14+
Years serving clients
1M+
Australian investors served
Get Started
Address
Level 46, 180 George St, Sydney NSW 2000
Contact
1300 487 577
[email protected]
Features
Zero brokerageTransfer your portfolioAccount typesTools and reportingAuto-investManaged portfoliosCustom portfoliosInvestment options
Support
FAQFinancial services guideFair use policy
Company
Betashares
Privacy PolicyProduct Disclosure StatementFinancial Services GuideTarget Market Determination
Betashares Capital Limited (ABN 78 139 566 868, AFSL 341181) is the issuer of Betashares Invest, being the IDPS-like scheme available through the Betashares Direct platform. Before opening an account or making an investment decision, read the Product Disclosure Statement and the Target Market Determination for Betashares Invest, available by emailing Customer Support at [email protected] or by phone on 1300 487 577, to consider whether the product is right for you. You should also consider the applicable disclosure document for any underlying investment available through Betashares Invest before making an investment decision. This information is general in nature and doesn’t take into account your financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. Investing involves risk.
Betashares Capital Ltd (ABN 78 139 566 868 AFSL 341181) (Betashares) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available through Betashares Direct. Before making an investment decision, read the relevant Product Disclosure Statement, available at www.betashares.com.au for the Betashares Funds or www.betashares.com.au/direct for Betashares Invest. You can also obtain a copy of any Betashares disclosure document by emailing Customer Support at [email protected].

You may also wish to consider the relevant Target Market Determination, which sets out the class of consumers that comprise the target market for the relevant Betashares product, available at www.betashares.com.au/target-market-determinations for the Betashares Funds, and at www.betashares.com.au/direct for Betashares Invest. Investments in the Betashares products are subject to investment risk and the value of units may go up and down. The performance of any Betashares product is not guaranteed by Betashares or any other person. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.