Join forces with up to three others to build and manage a portfolio.
Joint Accounts
Invest together with confidence
Betashares is a leading Australian financial services group serving over one million investors.
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.
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.
Everything you need
to build wealth together
All the powerful features of Betashares Direct are at your disposal.
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.
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.
Simple steps
to get started
Applying for a joint account is quick and easy.
1
Primary account holder initiates the application
2
All account holders have their identification verified
3
Primary account holder activates the account
4
Start investing!
1
Primary account holder initiates the application
2
All account holders have their identification verified
3
Primary account holder activates the account
4
Start investing!
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.
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 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.
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.
Refer to the PDS for information on interest retained by Betashares on cash balances and Managed Portfolio fees.
Eligibility criteria
Are 18 years old or older
Have an Australian residential address
Are primary tax residents of Australia
Each have a unique email address
Clear answers.
Common questions.
If you already have a Betashares Direct account, you can add a joint account to your existing profile:
- Open your profile menu and select “Add Account.”
- 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:
- One person (the primary account holder) starts the application using their own personal details.
- They enter the names and email addresses of up to three other people to be invited to join as account holders.
- Each invitee receives an email asking them to accept the invitation and complete their onboarding, including identity verification.
- 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.
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.
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.
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
[[aum]]
Assets under management
100+
ETFs across Australia/NZ
14+
Years serving clients
1M+
Australian investors served
[[aum]]
Assets under management
100+
ETFs across Australia/NZ
14+
Years serving clients
1M+
Australian investors served
