Maintaining items after purchase is something we do in many areas of our lives
Summary:
- After you’ve invested in an ETF, look out for the ‘trade confirmation’ email or message from your online broker – this will contain your HIN number.
- Important: If you’re with a broker that defaults to electronic CHESS statements, you’ll be automatically opted in to electronic delivery, meaning:
- Your CHESS Holding Statements and Notifications will be available through a secure online portal via your online broker.
- You’ll receive an email alert whenever a new statement or notification is ready to view.
- If you’re not opted in to electronic communication (or if this is your first investment), check your letterbox for:
- A welcome letter from the fund registrar (for Betashares funds, this is MUFG Corporate Markets).
- A CHESS statement from the ASX
- Register your details online with MUFG Corporate Markets for ongoing communication about your investments via email.
After you’ve invested in an ETF
Check your emails or letterbox
Here’s what to expect with electronic CHESS statements after you buy a Betashares ETF, you’ll get your trade confirmation straight away from your broker – that contains your HIN.
Next, the ASX will send you your first CHESS statement (this is the official record of your new holding).
Most brokers now automatically opt you in to electronic CHESS statements.
This means you won’t get a paper CHESS statement in the mail, instead, you’ll receive an email from the ASX the moment your statement is ready. Just click the secure link in the email and log in to view/download your CHESS Holding Statement instantly.
If your broker hasn’t switched you to electronic yet, you’ll still get the CHESS statement by post – so keep an eye on your letterbox for the first 5–10 business days.
First-time Betashares investor? You’ll also get a welcome letter (usually electronic too) from our registry, MUFG Corporate Markets. The single most important step you can take right now register with MUFG Corporate Markets here.
When you log in for the first time:
- Add your email address
- Select “Electronic Communications”
- Save
That’s it! From now on, you’ll get instant email alerts for:
- Every new CHESS statement
- Distribution payments
- Tax statements
- Annual reports
- Any corporate actions
No more lost mail, no more waiting – everything lands in your inbox the moment it’s ready.
We’ve made the switch to electronic the default because it’s faster, safer, and greener. Need help going paperless? Our investor services team can help Betashares investors get set up – just call 1300 487 577 or email [email protected].
One of the most important steps in investment after-care is ensuring you’ve registered your details with the unit registrar. A unit registrar (such as MUFG Corporate Markets or Computershare) is appointed by every ETF manager in Australia. In the case of Betashares, our unit registrar is MUFG Corporate Markets.
MUFG Corporate Markets supports you as an investor by providing ongoing communication about your investments, recording your bank details (so you get paid any distributions), filing fund tax info (so you don’t pay double tax), and lots of other activity.
You can receive notifications from MUFG directly to your email address. To enable this, provide your email address under ‘Communication Preferences’ so you receive information about your investment promptly when it’s issued.
We’re happy to assist Betashares investors who wish to receive electronic communications.
Managing your investments is simple once you’ve got yourself set up – which is fast and easy to do.
