Incubator clients
An entry point for clients who want professional guidance without an ongoing commitment — a digital solution that keeps them connected to your practice as their needs grow.
Adviser Portal
Built for advisers, by Betashares
Invite existing Betashares Direct clients, onboard new managed clients end to end, recommend investments, and generate accountant-ready reports.
Who it’s for
One portal, every kind of client.
The Adviser Portal fits across different practice models. Four client types it works well for:
General advice clients
Refer clients who may not currently suit your advice model to a quality investment solution, while staying visible and retaining the relationship.
Next-generation investors
Build relationships today that can evolve into full advice clients tomorrow, and retain the next generation of family wealth.
HNW self-directed clients
For more self-directed clients, with adviser oversight and reporting.
For advisers
What the portal gives you.
Visibility across your client book, recommendations that land directly in client accounts, and reporting that hands straight to the accountant.
01
Oversight of client portfolios
See total assets, active clients and performance in real time, with no chasing clients for screenshots.
02
Recommendations direct to clients
Send a portfolio recommendation that lands as a notification in your client’s account.
03
Serve clients at more price points
Keep clients connected to your practice before they’re ready for full advice.
04
Two ways to onboard
Onboard a client yourself, or invite them to link their own account. Digital and paperless.
05
Premium support when you need it
Direct access to Betashares Direct’s premium support team when you need a real person.
For your clients
A powerful, low-cost platform, with an adviser in their corner.
Your clients get a low-cost, intuitive investing platform. Because you’re involved, they also get professional guidance when they need it.
Zero brokerage
Betashares Direct charges zero brokerage, with a minimum investment of just $10.* Accessible to clients at every stage.
Automatic investing
Recurring investments across up to five Betashares ETFs or managed portfolios — a disciplined approach without the day-to-day effort.
Comprehensive reporting
Personalised tax and performance reporting, and tools that help clients become better investors.
Multiple account types
Individual, joint, kids, SMSF, company and trust accounts under a single login.
Visibility without interference
You can view holdings, performance and reports, but cannot trade or make changes. Read-only by design — a genuine part of why clients trust the arrangement.
*Refer to the PDS for information on interest retained by Betashares on cash balances and Portfolio fees.
Onboarding
Two paths in. Pick the one that fits the client.
Send a referral invite to a client who wants to keep their own login. Or onboard a managed client end to end and transfer ownership when they’re ready.
Referral invite
For clients who have a Betashares Direct account, or are happy to open one. You get read access to their portfolio, and you can attach a recommendation to the invite so it lands the moment they accept.
Client email
priya.b@example.com.au
✓
Attach recommendation B.Core Growth · Predefined Portfolio
Expires in 7 days Send
End-to-end onboarding
Create the profile, run KYC, then transfer ownership. Individual, SMSF, Trust, Company and Minor Trust profiles supported.
✓
Create client Enter client details to create their account
2
Add profile Individual, Minor Trust, SMSF, Trust, or Company
3
Verify profile Run identity verification checks
4
Transfer to client Send the account to the client when ready
Profile types supported IndividualMinor TrustSMSFTrustCompany Joint coming soon
Recommendations
Four ways to put a portfolio in front of your client.
Every recommendation has a life cycle you can watch — pending, viewed, started, accepted. Cancel any time before the client acts.
01 Available
Predefined Portfolios
Send a named model portfolio — B.Core Diversified, B.Core Focused, or Partner portfolios from managers like JPMorgan.
02 Available
Portfolio Assistant
An automated portfolio suggestion. Your client answers a short set of questions and the tool returns a matched portfolio, delivered as personal advice under the Betashares Capital AFSL.
03 Available
Single Diversified ETF
One ticker, one decision. Add an optional auto-invest pre-fill so the client accepts a frequency and amount in the same flow.
04 Coming soon
Custom Portfolios
Build a portfolio by hand, test it against history, then send it as a recommendation. Full control for the advisers who want it.
Recommendation lifecycle
Pending→ Viewed→ Started→ Accepted
Reporting
Generate once. Exports everywhere.
One Excel workbook covering every client you can see — summary, holdings and transactions. Exports cleanly into Xplan, Class and BGL.
ClientCostValueP&LReturn
Neethling, E. $119.83 $137.55 +$17.72 +14.55%
Balachandran, P. $81,773.09 $84,921.11 +$3,148.02 +3.85%
Yuen-Ashworth, H. $172.00 $175.72 +$3.72 +2.15%
Kowalski, J. $613,584.50 $612,300.00 −$1,284.50 −0.21%
Petrosyan, A. $26,309.65 $28,411.98 +$2,102.33 +7.98%
clients_2026-04-22.xlsx · 214 clients · 3 sheets
01
Three sheets, one file
Summary rolls up every client. Holdings lists every position with weight and distributions. Transactions gives you the audit trail.
02
Accountant-ready out of the box
Cost basis, realised and unrealised P&L, and cash reconciliation, all calculated for you. Hand it straight to the accountant.
03
Franking, splits, consolidations
Distributions include the franking credit breakdown. Corporate actions are reconciled. Cash balances tie out.
04
Licensee-level rollup
Reporting aggregates across every adviser under the entity. Each adviser keeps their own login.
Exports into XplanClassBGLExcelCSV
“With Betashares Direct, we can see if the advice we’ve given is being followed and clients have set up their investment plan and are sticking to it. From a one-off advice perspective, three years later a client comes back and we already have that transparency to pick up where we left off.”
Getting started
Days, not weeks.
Licensee vetting takes time. We’ve kept it to three stages so you know exactly where things sit.
1
Licensee check
1 to 3 business days
We confirm your AFSL, authorisations, and the entity structure once we have your paperwork.
2
Adviser logins issued
Same day as stage one
Every adviser under the licensee gets their own login, with MFA available. No shared credentials.
3
Onboard your first client
Minutes
Invite an existing Betashares Direct client, or onboard a new managed client end to end.
Pricing
Some of the most competitive fees in the market.
The Adviser Portal sits on top of Betashares Direct. Your clients pay standard Betashares Direct pricing: $0 brokerage on all ASX ETFs and shares — the same as any retail investor going direct.
- ✓ $0 brokerage on ASX ETFs and shares for your clients
- ✓ No separate portal fee for licensees
- ✓ Unlimited clients, invitations, and managed profiles
*Current Betashares Direct pricing. Subject to change. Refer to the PDS for interest retained by Betashares on cash balances and Portfolio fees.
Frequently asked questions
The licensee completes the Licensee Access Registration Form and each adviser completes the Adviser Access Registration Form. Both are returned to premium.support@betashares.com.au. Once processed, advisers sign in at onboarding.betashares.com.au.
Begin your application.
Submit an application, or get in touch with the team if you have questions about access or compliance before applying.