Limited Time

Earn up to $1,000 to invest when you transfer your portfolio to Betashares Direct

Transfer ASX shares and ETFs across to Betashares Direct and get 1% of your eligible transfer value (up to $1,000) to invest in Betashares ETFs and Portfolios.

Eligibility criteria, minimum transfer amount and other T&C’s apply. Your current broker may charge transfer out or other fees. Reward is credited in two instalments and must be used within 60 days of receipt. Offer ends 1 October 2026 unless withdrawn earlier. Consider the PDS and TMD at betashares.com.au/direct. Issued by Betashares Capital Ltd ABN 78 139 566 868, AFSL 341181.

How much you could earn to invest

Learn how much you can earn when you transfer your portfolio to Betashares Direct.

Min $10,000
$
Estimated Match Bonus
$500
of $1,000 maximum

Amount earned is calculated based on market value of transferred units at time of settlement, paid in two instalments.

Bring it all into one place

Transfer eligible ASX shares and ETFs from CommSec, CMC, Stake, Vanguard, or another Australian broker or registry, in-specie without selling. One portfolio, one view, one tax statement for holdings in Betashares Direct.

Holdings from other brokers transferring into Betashares Direct

Achieve more with Betashares Direct

$0 brokerage

$0 brokerage on all ASX-traded ETFs and hundreds of shares.

Refer to the PDS for information on interest retained by Betashares on cash balances and Portfolio fees.

Simplified tax

A single tax statement for your investments held through Betashares Direct at the end of the financial year.

Personalised reporting

Real-time insight into how your portfolio is performing.

How it works

  1. Enrol with your email

    Use the email address of the Betashares Direct account that will complete the transfer.

  2. Transfer your investments

    Submit the online in-specie transfer request and have it settle. Some transfers may require a scanned signature.

  3. Earn up to $1,000 to invest

    You’ll earn 1% of the transfer value to invest, up to $1,000, in two payments.

    For example, an estimated Match Bonus of $500 would be credited as account credits in 2 instalments:

    1. 10% $50 account credit Shortly after your transfer settles
    2. 90% $450 account credit 12 months after your transfer settles

    The second payment is contingent on meeting the conditions set out in the full terms below.

Frequently asked questions

Ready to enrol?

Eligibility criteria, minimum transfer amount and other T&C’s apply. Your current broker may charge transfer out or other fees. Reward is credited in two instalments and must be used within 60 days of receipt. Offer ends 1 October 2026 unless withdrawn earlier. Consider the PDS and TMD at betashares.com.au/direct. Issued by Betashares Capital Ltd ABN 78 139 566 868, AFSL 341181.

Transfer match full terms

These terms apply to the 'Earn up to $1000 consolidating to Direct' campaign.

  1. 1.1 These 'Earn up to $1000 consolidating to Direct' Terms and Conditions (Terms) are issued by Betashares Capital Ltd (ABN 78 139 566 868, AFSL 341181) (Betashares). Betashares is the responsible entity and issuer of Betashares Invest, the IDPS-like scheme available through the online Betashares Direct platform.
  2. 1.2 These Terms apply in addition to the Betashares Direct Terms of Use, which will apply to you if you have a Betashares Invest account. In these Terms, references to 'we', 'us' or 'our' means Betashares.
  3. 1.3 These Terms apply to the 'Earn up to $1000 consolidating to Direct' campaign (Campaign) and participation in the Campaign constitutes acceptance of these Terms.
  4. 1.4 Before opening a Betashares Invest account or making any other investment decision, a participant should read the Product Disclosure Statement and the Target Market Determination for Betashares Invest, available at www.betashares.com.au/direct, or by emailing Customer Support at support@betashares.com.au or by phone on 1300 487 577, to consider whether the product is right for them. Participants should also consider the applicable disclosure document for any underlying investment available through Betashares Invest before making any investment decision.

Betashares Capital Limited (ABN 78 139 566 868 AFSL 341181) is the issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available via Betashares Direct. Before making an investment decision, read the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au for the Betashares Funds or www.betashares.com.au/direct for Betashares Invest, and consider whether the product is right for you. This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. Investments in Betashares products are subject to investment risk and the value of units may go up and down. The performance of any Betashares product is not guaranteed by Betashares or any other person.

Past performance is not an indicator of future performance.