Your Discretionary or Family Trust is in good hands with $0 brokerage, comprehensive tax reporting, software integrations for your accountant, and more.
Trust accounts
A better way to manage Trust investments
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.
Invest your way
A range of options to enable your investment: shares, ETFs and managed portfolios.
Integrations and reporting
Simplify administration with streamlined reporting and integrations to your accountant.
$0 brokerage
$0 brokerage on all ASX ETFs and over [[shares]]+ shares no matter the transaction size.
Invest your way
A range of options to enable your investment: shares, ETFs and managed portfolios.
Integrations and reporting
Simplify administration with streamlined reporting and integrations to your accountant.
$0 brokerage
$0 brokerage on all ASX ETFs and over [[shares]]+ shares no matter the transaction size.
Invest your way
A range of options to enable your investment: shares, ETFs and managed portfolios.
Integrations and reporting
Simplify administration with streamlined reporting and integrations to your accountant.
$0 brokerage
$0 brokerage on all ASX ETFs and over [[shares]]+ shares no matter the transaction size.
Refer to the PDS for information on interest retained by Betashares on cash balances.
Everything your Trust needs to grow
All the power of Betashares Direct, plus features designed specifically for Trusts.
Tax reporting
Detailed data and personalised tax and CGT reporting, that can be shared with your accountant.
CSV exports
Download trade details to share with your accountant or other software.
Performance reporting
Access real-time information on how your Trust'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 your account with 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 trade details to share with your accountant or other software.
Performance reporting
Access real-time information on how your Trust'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 your account with 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 trade details to share with your accountant or other software.
Performance reporting
Access real-time information on how your Trust'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 your account with 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.
Ways to grow your Trust's wealth
Hands-off or total control - it’s your choice. Invest with $0 brokerage in [[shares]]+ shares and all ASX ETFs. Choose from a range of Managed Portfolios built by our investing experts, or build your own Custom Portfolio.
Refer to the PDS for information on interest retained by Betashares on cash balances and 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.
Auto-invest
Recurring orders for up to five Betashares ETFs, to automate a Dollar-Cost Averaging strategy.
Wealth Builder ETFs
A range of funds offering a convenient, cost-effective way to access moderately geared exposure to Australian and global markets.
Cash and Income ETFs
Earn monthly distributions from income funds, and high-quality cash and money market securities.
Private Assets
Earn attractive income from high-quality private credit available on Betashares Direct.
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.
Auto-invest
Recurring orders for up to five Betashares ETFs, to automate a Dollar-Cost Averaging strategy.
Wealth Builder ETFs
A range of funds offering a convenient, cost-effective way to access moderately geared exposure to Australian and global markets.
Cash and Income ETFs
Earn monthly distributions from income funds, and high-quality cash and money market securities.
Private Assets
Earn attractive income from high-quality private credit available on Betashares Direct.
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.
Auto-invest
Recurring orders for up to five Betashares ETFs, to automate a Dollar-Cost Averaging strategy.
Wealth Builder ETFs
A range of funds offering a convenient, cost-effective way to access moderately geared exposure to Australian and global markets.
Cash and Income ETFs
Earn monthly distributions from income funds, and high-quality cash and money market securities.
Private Assets
Earn attractive income from high-quality private credit available on Betashares Direct.
Refer to the PDS for information on interest retained by Betashares on cash balances and 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.
What you need to get started
Name and registered address of the Trust
ABN of the Trust
ACN of the Corporate Trustee Company
Name, Address and ID details for all Directors of the Corporate Trustee
Name and registered address of the Trust
ABN of the Trust
Name, Address and ID details for all trustees
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!
Common questions.
Clear answers.
You can open an account for your Trust from the web or mobile apps. What you’ll need is:
- the ABN for the trust
- the ACN for the trustee (if a corporate trustee)
- driver’s licence/passport details (for each individual trustee, or for each director of a corporate trustee, as well as any ultimate beneficial owners)
- a digital copy of the signed trust deed (under 10MB).
Only applications by Australian trusts 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.
Built by Betashares
Open an account in 5 minutes and start investing
[[aum]]
Assets under management
100+
ETFs across Australia/NZ
14+
Years serving clients
1M+
Australian investors served
