Transfer your investments without CGT implications in minutes. There's no paperwork to print or scan, and we don’t charge fees to transfer your holdings to us*.
Portfolio transfers
Easily transfer your portfolio to Betashares Direct
*There are no CGT implications assuming there is no change in beneficial ownership. You should consult your tax adviser before making any investment decision. Refer to our pricing page for transfer-out fees.
Automate good investing habits
Build good investing habits
Consolidate your portfolio
Transfer ASX shares and ETFs from any Australian broker or registry.
Maintain performance and parcel history
Provide your transaction history to enable streamlined, comprehensive performance and CGT reporting.
Transfer multiple account types to Betashares Direct
Manage portfolios for yourself, your SMSF, trust and company, as well as joint and kids accounts, all on the one login.
Consolidation made simple
It takes four steps to transfer your holdings to Betashares Direct.
1
Enter your account info
Select your broker and enter identification details
2
Select your securities
Use our template to simplify bulk transfers
3
Upload your ID and signature
Scan a QR code to take a photo on your phone
4
Submit
We do the rest
Achieve more with
Betashares Direct
$0 brokerage
$0 brokerage on all ASX-listed ETFs and [[shares]]+ shares.
Simplified tax
You'll get a single tax statement covering all your investments in Betashares Direct at end of FY.
Auto-invest
Schedule automated recurring investments on Betashares ETFs.
Income reinvestments
Control which dividends/distributions you automatically reinvest.
Personalised performance reporting
Access real-time information on how your portfolio is performing.
Platform security
Advanced open banking technology with biometrics and MFA.
$0 brokerage
$0 brokerage on all ASX-listed ETFs and [[shares]]+ shares.
Simplified tax
You'll get a single tax statement covering all your investments in Betashares Direct at end of FY.
Auto-invest
Schedule automated recurring investments on Betashares ETFs.
Income reinvestments
Control which dividends/distributions you automatically reinvest.
Personalised performance reporting
Access real-time information on how your portfolio is performing.
Platform security
Advanced open banking technology with biometrics and MFA.
$0 brokerage
$0 brokerage on all ASX-listed ETFs and [[shares]]+ shares.
Simplified tax
You'll get a single tax statement covering all your investments in Betashares Direct at end of FY.
Auto-invest
Schedule automated recurring investments on Betashares ETFs.
Income reinvestments
Control which dividends/distributions you automatically reinvest.
Personalised performance reporting
Access real-time information on how your portfolio is performing.
Platform security
Advanced open banking technology with biometrics and MFA.
Frequently asked questions
Most transfers of broker-sponsored holdings (using a HIN) are completed within 2–5 business days. Transfers of issuer-sponsored holdings (using an SRN) typically take 5–10 business days.
Timeframes can vary depending on your current broker or registry. We'll notify you as soon as your investments arrive in your Betashares Direct account.
If the beneficial ownership remains the same, transferring your holdings in-specie is generally not considered a sale and typically does not trigger a CGT event.
If there is a change in ownership (for example, transferring from an individual account to a joint, trust, or SMSF account), this may result in a CGT event.
We recommend speaking with a tax professional if you're unsure how this applies to your situation.
Betashares Direct does not charge any fees to transfer your holdings in.
However, your current broker may charge a transfer-out or off-market fee. We recommend checking their fee schedule before initiating your request.
Yes. As part of the transfer process, you can upload your cost base in bulk using a simple CSV template.
You can import this from your existing broker export, or complete our template with key details like ticker, purchase date, and cost base.
You'll also be able to review and adjust these details at any time after your transfer is complete.
This ensures accurate performance tracking and supports your CGT reporting at tax time.
Getting started is quick and fully digital. You'll just need:
- A valid ID (Driver's Licence or Passport for all account holders)
- Your account details (HIN or SRN)
Most transfers can be initiated in just a few minutes.
Real support when you need it
Speak with our Sydney-based team via in-App chat Monday to Friday 9.00am — 5.00pm AEST or message us anytime.
Start investing with Betashares Direct
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