★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
Selfwealth Review, Pricing, and Features
Selfwealth
Selfwealth offers CHESS-sponsored ASX trading plus custodied U.S. and Hong Kong access for Australian tax residents. It uses flat transaction fees, supports several entity accounts, pays no interest on cash, and does not offer fractional shares.
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Pricing
Key fees from the official fee schedule
Source-checked · Jul 17, 2026ASX stocks and ETFsASX trading
U.S. stocks and ETFsInternational
Hong Kong sharesInternational
International cash conversionInternational
Standard account and ANZ cash facility
Selfwealth Pty Ltd holds AFSL 421789 and relays self-directed orders. FNZ Securities provides Australian execution, clearing, settlement and CHESS sponsorship; Phillip Capital and its Singapore affiliate provide the international route. Selfwealth Premium is a separate research and platform subscription. It does not replace transaction brokerage or change the custody model. This profile covers accounts opened directly by self-directed investors. Selfwealth's adviser platform is a distinct access channel with separate relationships and terms. See the Selfwealth fee schedule for your country.
Key features
- CHESS-sponsored ASX stocks and ETFs through FNZ Securities.
- U.S. stocks and ETFs plus Hong Kong shares through Phillip Capital.
- Flat A$9.50 ASX, US$9.50 U.S. and HK$88 Hong Kong brokerage.
- Individual, joint, minor, company, SMSF and trust accounts.
- Optional Premium research, live streaming and advanced charting.
- Annual domestic and international activity reports for Australian tax preparation.
Broker details
Account and availability
Available in 1 countryASX trading
Available in 1 countryInternational
AccountASX trading
Individual, Joint, Minor, Company, SMSF, Trust · AUD base currency · No account-opening or ongoing balance minimum stated
AccountInternational
Individual, Joint, Company, SMSF, Trust · USD, HKD base currency · Active ASX account required; no separate general deposit minimum stated
Cash and trading
Interest on uninvested cashASX trading
0%
Interest on uninvested cashInternational
0%
Deposits
No deposit fee stated; FX spread applies
EFT or BPAY into the assigned Selfwealth AUD cash account, followed by supported internal currency transfer for international trading · Osko EFT can arrive within minutes; other EFT and BPAY generally 1–2 business days
Withdrawals
No standard withdrawal fee stated; FX conversion can apply
Transfer settled AUD cash to the nominated external Australian bank account · Varies with settlement, conversion and banking cut-offs
Fractional sharesASX trading
Not available
ASX stocks and ETFs · Whole CHESS-sponsored units
Fractional sharesInternational
Not available
U.S. stocks and ETFs, Hong Kong shares · Whole U.S. shares; HKEX board lots
Tax support · Australia
Statements only
Regulation and protection
Selfwealth Pty Ltd
Australian Securities and Investments Commission (ASIC) · ABN 52 154 324 428; AFSL 421789
FNZ Custodians (Australia) Pty Ltd
Australian Securities and Investments Commission (ASIC) · AFSL 507452
Phillip Capital Limited
Australian Securities and Investments Commission (ASIC) · AFSL 246827
ASIC-regulated platform and AFSL responsibility · No investment-loss compensation limit
Selfwealth Pty Ltd operates the platform under AFSL 421789. Its regulatory responsibility is distinct from FNZ's CHESS functions and the custody and trust arrangements used for international assets.
Selfwealth Pty LtdASX CHESS direct ownership · No compensation limit; direct HIN registration
FNZ Securities is the CHESS sponsor and Australian holdings are registered to the customer as legal and beneficial owner. This does not protect against market loss.
FNZ Custodians (Australia) Pty LtdSegregated international custody and trust cash · No quantified compensation limit stated
Customers are beneficial owners; Phillip Securities Pte Ltd holds international securities and Phillip Capital holds cash in trust with Standard Chartered. Recovery after custodian default follows applicable liquidation processes.
Phillip Capital LimitedSource-checked · Reviewed Jul 17, 2026 · Official sources: Selfwealth financial services guide, Selfwealth terms and conditions, Australian tax residency requirement, Open a Selfwealth trading account, Selfwealth fees and charges, Selfwealth U.S. trading fees, Selfwealth HKEX trading fees, Selfwealth Australian share registration, Selfwealth international holdings and cash protection, Deposit money to a Selfwealth account, Transfer international shares to Selfwealth, Download Selfwealth annual statements
FAQ
Is Selfwealth free?
Selfwealth should not be treated as free software. Brokerage access may have no monthly charge, but transaction, FX, market-data, custody, transfer, product, or spread costs can apply depending on the offer and jurisdiction. Check the broker details and official fee schedule.
Who is Selfwealth best for?
It suits beginner, intermediate, and advanced users.
What platforms and connections does Selfwealth support?
You can use Selfwealth on Web and Mobile.
Which markets does Selfwealth cover?
Selfwealth covers APAC and North America. Examples include AU. It tracks Stocks and ETFs. Identifiers include Ticker.
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