Take control of your savings and open a Betashares Direct investing account for your SMSF today.
SMSF Accounts
Build your wealth on your terms
Trusted by over 1 million investors with over [[aum]] of capital
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Flexible options
A wide range of investment options for growth, income or diversification strategies.
Integrations & reporting
Simplifying administration with powerful reporting and integrations to your accountant.
$0 brokerage
$0 brokerage on all ASX ETFs and over [[shares]]+ shares no matter the transaction size.
Ways to grow your SMSF
Invest with $0 brokerage in all ASX ETFs and 500+ 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 500+ ASX shares.
Cash ETFs
Earn monthly income from cash and high-quality money market securities.
Managed & Custom Portfolios
Choose from 12 Managed Portfolios or build your own Custom portfolio from scratch.
Wealth Builder ETFs
A range of cost-effective convenient, solutions for your SMSF to gain more market exposure.
Auto-invest
Set recurring orders in up to five Betashares ETFs, to automate a dollar-cost averaging strategy.
ASX shares & ETFs
Invest in all ASX ETFs from Betashares and other managers, and 500+ ASX shares.
Cash ETFs
Earn monthly income from cash and high-quality money market securities.
Managed & Custom Portfolios
Choose from 12 Managed Portfolios or build your own Custom portfolio from scratch.
Wealth Builder ETFs
A range of cost-effective convenient, solutions for your SMSF to gain more market exposure.
Auto-invest
Set recurring orders in up to five Betashares ETFs, to automate a dollar-cost averaging strategy.
ASX shares & ETFs
Invest in all ASX ETFs from Betashares and other managers, and 500+ ASX shares.
Cash ETFs
Earn monthly income from cash and high-quality money market securities.
Managed & Custom Portfolios
Choose from 12 Managed Portfolios or build your own Custom portfolio from scratch.
Wealth Builder ETFs
A range of cost-effective convenient, solutions for your SMSF to gain more market exposure.
Auto-invest
Set recurring orders in up to five Betashares ETFs, to automate a dollar-cost averaging strategy.
Refer to the PDS for information on interest retained by Betashares on cash balances and Managed Portfolio fees.
Gearing magnifies gains and losses and may not be a suitable strategy for all investors. Investors in geared strategies should be willing to accept higher levels of investment volatility and potentially large moves (both up and down) in the value of their investment. Geared investments involve significantly higher risk than non-geared investments. An investment in the Fund is high risk in nature.
Everything you need to grow
All the power of Betashares Direct, plus features designed specifically for Self Managed Super Funds.
Accounting Integrations
Enable automated data feeds to your accountant's software for streamlined service and reporting.
Tax reporting
Detailed tax reporting and data that can be easily shared with your SMSF's accountant.
SMSF Audit
Comprehensive reporting and exports to support auditing.
CSV exports
Download trades to share with accountants or other software.
Performance reporting
See real-time performance reporting on your investments
Platform security
Advanced open banking technology with biometrics and MFA.
Transfer your portfolio
Consolidate your investments in one place to simplify your investing.
Multiple account types
Use a single login to invest across your different accounts.
Accounting Integrations
Enable automated data feeds to your accountant's software for streamlined service and reporting.
Tax reporting
Detailed tax reporting and data that can be easily shared with your SMSF's accountant.
SMSF Audit
Comprehensive reporting and exports to support auditing.
CSV exports
Download trades to share with accountants or other software.
Performance reporting
See real-time performance reporting on your investments
Platform security
Advanced open banking technology with biometrics and MFA.
Transfer your portfolio
Consolidate your investments in one place to simplify your investing.
Multiple account types
Use a single login to invest across your different accounts.
Accounting Integrations
Enable automated data feeds to your accountant's software for streamlined service and reporting.
Tax reporting
Detailed tax reporting and data that can be easily shared with your SMSF's accountant.
SMSF Audit
Comprehensive reporting and exports to support auditing.
CSV exports
Download trades to share with accountants or other software.
Performance reporting
See real-time performance reporting on your investments
Platform security
Advanced open banking technology with biometrics and MFA.
Transfer your portfolio
Consolidate your investments in one place to simplify your investing.
Multiple account types
Use a single login to invest across your different accounts.
What you need to get started
Name and registered address of the SMSF
ABN of the SMSF
ACN of the Corporate Trustee Company
Name, Address and ID details for all Directors of the Corporate Trustee
Name and registered address of the SMSF
ABN of the SMSF
Name, Address and ID details for all trustees
Common questions.
Clear answers.
You can open an account for your SMSF from the web or mobile apps. What you’ll need is:
- the ABN for the SMSF
- the ACN for the SMSF trustee (if a corporate trustee)
- Driver’s licence/passport details (for each individual trustee or, for a corporate trustee, for each company officer)
Only applications by SMSFs that are Australian complying super funds will be accepted.
Yes. Betashares Direct is now integrated with both Class and BGL. These integrations support data from the inception of the account, providing seamless reporting for accountants and SMSF administrators. For investors and accountants who prefer manual record-keeping or other software solutions, CSV exports of account activity are also available.
Only the individual trustee(s), or the director(s) of a corporate trustee, for an SMSF or Trust — or the director(s) of a company — who have set up the account, can access and provide instructions in relation to the Betashares Direct account.
No, Betashares cannot set up an SMSF for you. The trustee(s) of an existing SMSF can set up a Betashares Direct account to make investments through the platform on behalf of the SMSF.
There is comprehensive information about setting up an SMSF on the Australian Taxation Office’s website. You can access by clicking this link: https://www.ato.gov.au/individuals-and-families/super-for-individuals-and-families/self-managed-super-funds-smsf/setting-up-an-smsf.
Have more questions? Go to Betashares’ Help Centre for more information.
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Open an account in minutes and start investing
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Assets under management
100+
ETFs across Australia/NZ
14+
Years serving clients
1M+
Australian investors served
