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We have been working with Self Wealth for over a year now, and they have just released their Self Wealth Trading Platform!

If you come through The A Firm, you only pay a $2.00 per month subscription fee for the platform, rather than $9.95 if you went directly to Self-Wealth.

Written below is some further information about Self Wealth Trading, but you can also go directly to their website to learn more about them.

We are currently offering a free trial of the platform, so please let us know if you would like to know more,

INTRODUCING SELFWEALTH TRADING:

  • Access high level research, data & analytics tools
  • Signing up is quick and simple, no paperwork or wet ink signatures required
  • EOFY reporting: dividends, interest and trades with the ability to export reports in CSV or PDF format to upload into any SMSF or Accounting software
  • ANZ cash account bank data feed (Simple Fund 360 only)
  • Electronically transfer your existing HIN (holder identification number)
  • Flat fee of just $9.50 per trade
  • Trade the ASX for the same low fee regardless of the value or size of the trade

MANAGING ORDERS:

Manage all your orders within the one screen: In Market, Not submitted, Failed and Completed orders.

1

PLACING ORDERS IS EASY:

  • Simply select your holding
  • Order type buy or sell
  • Enter quantity
  • Choose Price – Market then Limit or Limit
  • Enter an expiry date

2

MANAGE ACCOUNT ALLOWS YOU TO:

  • Transfer cash in or out of your ANZ cash account
  • Manage your membership
  • Purchase Trades
  • Access forms:
  • Change of address
  • Broker HIN transfer Form
  • Change nominated bank account
  • Report on dividends paid, interest and trades over different time periods

3

To find out more about Self Wealth join us for a FREE 30-minute webinar, register here.

If you have any further questions, please don’t hesitate to contact them at selfwealth.com

Or should you have any further queries about this service, please contact our Wealth Manager Carolyn Deagle at The A Firm on 07 5596 4604.

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