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The more you trade, the more you save
You have a choice of two settlement accounts
Direct Investment Account
Trading Fees
Your first 10 trades per month
$15 (up to $10,000)
$25 ($10,000+ to $25,000) | 0.1% ($25,000+)
Your 11th to 30th trades per month
$13 or 0.08%
Whichever is greater
Your 31st trade onwards per month
$10 or 0.08%
Whichever is greater
mFund trades
From $30
Account Interest Rates
Balance of $0 to $100,000
0.95%
Balance of greater than $100,000
1.10%
For more information, view the Direct Investment Account drop-down box below.
Macquarie Cash Management Account
Trading Fees
Any trade value
$19.95 or 0.12%
Whichever is greater
For current interest rates, please visit the Macquarie website here.
Service fees
| Email alerts | FREE |
| Conditional orders | FREE |
| Real broker research | FREE |
| One second guarantee | FREE |
| Comprehensive tax time reports | FREE |
| Delayed live data (20 minutes) | FREE |
| Live data per month (FREE after 5 trades per month) | $10.00 |
| Live streaming data per month | $27.50 |
| WebIRESS per month | $79.00 |
Everything you need to know about fees
Brokerage details & active trader packages
The more you trade on the ASX, the cheaper your brokerage:
| Online/mobile device (per month) | Direct Investment Account | Macquarie Cash Management Account | |
|---|---|---|---|
| Your first 10 trades per month | $0 to $10,000 | $15 | $19.95 or 0.12% whichever is greater |
| $10,000+ to $25,000 | $25 | ||
| $25,000+ | 0.1% | ||
| Your 11th to 30th trades per month | $13 or 0.08%, whichever is greater | ||
| Your 31st trade onwards per month | $10 or 0.08%, whichever is greater | ||
| Over the phone | $60 or 0.2%, whichever is greater | $49.95 or 0.3%, whichever is greater | |
| Conditional Orders - Equity and warrant trades | Free | ||
For all US trades:
| US Securities | |
|---|---|
| Internet/Mobile Device | US$10 or 0.10% |
| FX Margin | 60bps |
Phone trading
| Direct Investment Account | Macquarie Cash Management Account | |
|---|---|---|
| Over the phone | $60 or 0.2%, whichever is greater | $49.95 or 0.3%, whichever is greater |
ETO trades
Exchange traded options (ETO) trades – settling via Direct Investment Account:
| Online trade | $30 or 0.3%, whichever is greater |
| Over the phone trade | $60 or 0.5%, whichever is greater |
| Equity trade ETO exercise or assignment - settling via Direct Investment Account | $60 or 0.2%, whichever is greater |
Exchange traded options (ETO) trades – settling via Macquarie Cash Management Account:
| Online trade | $29.95 or 0.3%, whichever is greater |
| Over the phone trade | $59.95 or 0.4%, whichever is greater |
| Equity trade ETO exercise or assignment - settling via Macquarie Cash Management Account | $49.95 or 0.3%, whichever is greater |
ETO Fees:
| ASX Clear transaction fee - equity options | A fee of $0.06 up to $0.31 + GST per contract. ASX large volumes rebate will reduce the fees by 50% after the $1,300 + GST threshold is met each month. Refer to https://www2.asx.com.au/markets/market-resources/asx-schedule-of-fees/cost-of-trading-options |
| ASX Clear transaction fee - index options | $0.495 per contract |
| ASX Clear exercise/assignment fee - equity options | $0.055 per contract |
| ASX Clear exercise/assignment fee - index options | $0.385 per contract |
Margin lending
Share Brokerage fees
| Direct margin loan | Standard brokerage as listed above |
| Third party margin lenders | $15 + standard brokerage as listed above |
Direct margin loan interest rates
Variable loan rate of 9.40% p.a. (effective 21/05/2025)
Direct Investment Account
| Direct Investment Account balance | Interest rate |
|---|---|
| $0 to $100,000 | 0.95% pa |
| >$100,000 | 1.10% pa |
For more information about the Direct Investment Account (formally named the Bell Financial Trust ARSN 164 391 119) PDS and Additional Information click here.
The Bell Financial Trust Target Market Determination (TMD) is available free of charge by contacting Bell Potter Capital Ltd on 1800 061 327 or by clicking on this link. Previous versions of the TMD are available by calling 1800 061 327.
Interest rates are subject to change. Current interest rates are not a reliable indicator of future interest rates. The Direct Investment Account (formally named the Bell Financial Trust ARSN 164 391 119) is a managed investment scheme that is registered with ASIC. The Trust Company (RE Services) Limited ABN 45 003 278 831 AFSL No. 235150 is the responsible entity of the Trust. The Trust is administered by Bell Potter Capital Limited ABN 54 085 797 735 AFSL No. 360457. The Trust Company (RE Services) Limited is a wholly owned subsidiary of Perpetual Limited (ABN 86 000 431 827). Bell Financial Trust is secured over the assets of Bell Potter Capital. Guarantee details and associated risks are disclosed in our PDS. The information provided in this document is general information only and does not constitute investment or other advice. The content of this document does not constitute an offer or solicitation to subscribe for units in the Fund. Any investment decision in connection with the Trust should only be made based on the information contained in the disclosure document for the Fund. Neither Bell Potter Capital nor Perpetual guarantee repayment of any particular rate of return from the Fund. Perpetual do not give any representation or warranty as to the reliability or accuracy of the information contained in this document. All opinions and estimates included in this document constitute judgments of Bell Potter Capital as at the date of this document and are subject to change without notice.
Live and dynamic data fees
| Live and dynamic data fees | |
|---|---|
| Silver (20 minute delayed data) | Free |
| Gold (static live data) | $10 per month OR free after 5 trades per month |
| Platinum (dynamic data) | $27.50 per month |
| webIRESS (includes complimentary Gold Service access) | $79 per month |
| Platinum plus webIRESS (includes complimentary Gold Service access | $106.50 per month |
Broker research and other services
1 second placement guarantee – only applies to settlement via Direct Investment Account. For eligible market-to-limit orders settled via your Direct Investment Account, we guarantee to submit your order within one second. If we fail to do so, you won’t pay any brokerage fees.
Please refer to our Terms and Conditions for full details and eligibility criteria.
Confirmation contract note delivery
| Free | |
| Post | $3.30 |
Email Alerts:
| Trade alerts/price & company announcement alerts | Free |
SMS alerts (all SMS charges will be billed directly by your mobile provider):
| Trading/trade alerts/price & company announcement alerts | $0.55 per SMS |
Other fees and charges
| Off market transfer | $55 per stock |
| IPO/Placement processing fee | Up to $20 per stock |
| SRN query | $16.50 |
| CHESS statement reprint | $16.50 |
| Fail fees | $110 or 0.11% per day, whichever is greater |
