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:
Most transfers can be initiated in just a few minutes.
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