Account Types | Investment Accounts

Account types

As well as individual accounts, Betashares Direct accounts are available to self-managed super funds (SMSFs) and trusts.
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You can switch easily between individual investing and your SMSF/Trust accounts on the same login profile.

Individual account

An account held in the name of an individual investor.

Create an individual account

SMSF account

An account held in the name of an existing self managed super fund (SMSF), and operated by the trustee of the SMSF.

Create an SMSF account

Trust account

An account held in the name of an existing trust, and operated by the trustee of the trust.

Create an trust account

Coming soon

Kids’ accounts

Accounts for children under 18 years of age will be available soon.

Coming soon

Joint account

Accounts held in the name of two or more individuals will be available soon.

Coming soon

Company account

Accounts for companies will be available soon.

Explore more

Tools and reporting

Betashares Direct includes personalised tax and performance reporting, and a range of powerful yet intuitive tools that help you to be a better investor.

Learn more

Auto-invest

A strategy of regular, automatic contributions can help you steadily build wealth.

Learn more

Transfer your portfolio

Consolidating your investments in one place can make it easier for you to manage your portfolio, and to keep track of portfolio performance.

Learn more

Explore more

Tools and reporting

Betashares Direct includes personalised tax and performance reporting, and a range of powerful yet intuitive tools that help you to be a better investor.

Learn more

Auto-invest

A strategy of regular, automatic contributions can help you steadily build wealth.

Learn more

Transfer your portfolio

Consolidating your investments in one place can make it easier for you to manage your portfolio, and to keep track of portfolio performance.

Learn more

Start investing with Betashares Direct

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Start investing with Betashares Direct

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Betashares Capital Limited (ABN 78 139 566 868, AFSL 341181) is the issuer of Betashares Invest, being the IDPS-like scheme available through the Betashares Direct platform. Before opening an account or making an investment decision, read the Product Disclosure Statement and the Target Market Determination for Betashares Invest, available by emailing Customer Support at [email protected] or by phone on 1300 487 577, to consider whether the product is right for you. You should also consider the applicable disclosure document for any underlying investment available through Betashares Invest before making an investment decision. This information is general in nature and doesn’t take into account your financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. Investing involves risk.