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Rates and fees

Find all of the details on our brokerage fees, interest rates and other charges below.

 

Access your ANZ Share Investing account

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Things you should know

All the amounts shown below include GST and are in Australian dollars unless otherwise stated.

For a full list of fees and charges, please refer to the Financial Services Guide.

Fees stated below may differ for professional investors. Please contact us for further details.

General fees

The fees you are charged will vary depending on your service level; and the trading platform you choose.

Service Level – by default your account will have the Standard Service Level applied which gives you access to live markets data, market depth and course of sales. You can also elect to downgrade to the Basic Service Level which provides delayed market data.

Service Level Fee

Standard (default)

$19.95 per quarter

This fee is waived if:

  • The total value of your cash and investment holdings exceeds $10,000 on the last day of the preceding calendar quarter (March, June, September and December); or
  • You make at least one trade in the preceding six months.  

Basic

Free

 

What is my account service level?

This fee only applies to the Pro platform, and gives you access to our professional trading software. This fee is in addition to the Service Fee, if applicable.

Standard trading platform – if you’re starting out or looking to grow your portfolio, this platform comes with a suite of trading tools, including Morningstar quantitative ratings and reports, sector analysis and news and research.

Pro trading platform – for frequent traders, this platform includes more technical tools to assist you to react quickly to changing market conditions.

Platform Fee

Prodisclaimer

$49 per month

These feesdisclaimer can apply whether you are on the Standard or Pro platform.

Fee type Fee

Delayed data

Included in basic service level

Live (requires click to refresh)disclaimer

Included in standard service level

Dynamic data (streamed live)

Included in Pro platform fee

ASX ComNews

No additional cost

If you have signed up for Tax Tools and make a trade during a tax year, you automatically get the Tax Tools Standard Report at no additional cost. Upgrading to Plus or Premium may provide additional help with CGT management (go to Accounts menu > Tax tools to see what’s included in each).

Tax tools Quarterly fee Annual fee

Standard

No additional cost

No additional cost

Plus

$29

$99

Premium

$139

$479

Brokerage fees and other trading fees

Online brokerage

Trade value 1st order placeddisclaimer in the calendar month 2nd + subsequent orders placed per calendar month

$0 - $5,000

$19.95

$19.95

$5,001 - $10,000

$24.95

$19.95

$10,001 - $18,000

$29.95

$19.95

$18,001 - $28,000

$29.95

Greater of $19.95 or 0.11% of the trade value

$28,000+

0.11% of the trade value

0.11% of the trade value

 

Telephone brokerage (ASX & Chi-X)

Trade value Brokerage fee/rate

$0 - $15,000

$69.95

$15,001 - $55,000

0.40% of the trade value

$55,001 - $1,000,000

0.35% of the trade value

$1,000,000 +

0.13% of the trade value

 

Telephone brokerage (SSX)

Trade value Brokerage fee/rate

$0 - $20,000

$66

$20,001 - $37,500

$90.75

$37,500 +

0.22% of the trade value

 

Brokeragedisclaimer

Trade value Brokerage fee/rate

$0 - $10,000

$59

$10,000 +

0.59% of the trade value 

 

Other fees for International shares

Fee type Amount

Electronic transfer in

$20 per holding

Physical transfer in

$50 per holding

Transfer out

$100 per holding

Currency Conversion

An indicative FX Ratedisclaimer will be displayed at the time of placing the order on the order ticket

FX Spreaddisclaimer

Up to 0.60% of the FX rate

FX bufferdisclaimer on buy orders

2% or as displayed on the order ticket

Custody fee (waived if traded in the previous 12 months)disclaimer

0.50% p.a. minimum $10

Exchange trading fees and taxes (including Stamp Duty)

Displayed on the order ticket if applicable

 

Brokerage

Value of funds Brokerage fee/rate

All

Greater of $29.95 or 0.11% of the fund value

 

Online brokerage

Options Premium Brokerage fee/rate

Per leg

Greater of $34.95 or 0.33% of the trade value

Exercise/Assignment of Equity Options

$19.95 or 0.11% of the trade value plus an ASX Clear fee of $0.055 multiplied by the number of contracts exercised/assigned

Exercise of Index Options

ASX Clear fee of $0.385 multiplied by the number of 'in the money' contracts settled

 

Telephone brokerage

Options Premium Brokerage fee/rate

Single leg

Standard brokerage rates plus $38.50

 

Other

ASX Clear registration fee Per contract traded Exercise/assignment

Equity Options

$0.143

$0.055

Index Options

$0.495

$0.385

 

Interest rates for investment loan and cash accounts

Interest ratesdisclaimer

Loan value Variabledisclaimer Fixeddisclaimer (6 & 12 months)

$20,000-$249,999

5.88% p.a.

5.70% p.a.

$250,000-$499,999

5.88% p.a.

5.65% p.a.

$500,000 +

5.88% p.a.

5.60% p.a.

 

Interest ratesdisclaimer

Account balance Interest rate

$1 - $99,999

0.01% p.a.

$100,000 - $249,999

0.01% p.a.

$250,000 - $499,999

0.10% p.a.

$500,000 +

0.35% p.a.

 

Other

Fee type Amount

Debit interest ratedisclaimer

ANZ Retail Index Rate plus a margin of 2% p.a.disclaimer

 

Other Fees

Fee type Amount

Conditional orders

No additional charge

Alerts

No additional charge

Phone or signed instruction withdrawal

$5

RTGS telegraphic transfer

$30

International telegraphic transfer

$37

BPAY for corporate actions

$10

Cheque Drawing fee

$13.20

Off-market transfers

$50 per stock

Rebookings

$27.50

SRN requests to registriesdisclaimer

$22 (minimum)

Contract note - post

$2.42 per confirmation contract note

Contract note - SMS

$0.33 per confirmation contract note

Cheque dishonour

$30

Cheque stop payment

$20

Customer trace fee

$25

Deceased estates share transfer

$55 per stock

Change of trustee off-market

$110 per portfolio

Fail fee ($0-$5,000)

$55 + ASX fee of 0.11% per day

Fail fee ($5,000+)

$55 + ASX fee of $110 per day

Late settlement fee

$55 + 0.1% of value of trade fee

Non-Australian resident issuer to CHESS conversion

$20

 


Tools & support

Documents

Everything you need to know about ANZ Share Investing products, platforms and tools in one place. 

Frequently asked questions

Get quick answers to some of our most frequently asked questions.

Contact us

Have questions about share investment? We’re here to help. Call us on weekdays, 8am to 8pm (AEST) or send us an email Or Live chat via the platform on the support menu, 8am to 8pm (AEST)

Start investing today

Open an account online

It takes minutes to open an ANZ Share Investing account.

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Access your account

Log in to manage your share portfolio, trade shares and more.  

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Talk to us

Our customer support team are here to help.

Call 1300 658 355

Mon-Fri 8.00am to 8.00pm (AEST)

Email us

If you have any questions, you can also send us an email.

Send us an email

The ANZ Share Investing service is provided by CMC Markets Stockbroking Limited ABN 69 081 002 851 AFSL 246381 (CMC Markets Stockbroking), a Participant of the Australian Securities Exchange (ASX Group), Sydney Stock Exchange (SSX) and Chi-X Australia (Chi-X) at the request of Australia and New Zealand Banking Group Limited ABN 11 005 357 522 (ANZ). Disclosure documents relating to ANZ Share Investing products and services are available on anzshareinvesting.com or by calling us on 1300 658 355 . ANZ is the issuer of the ANZ Cash Investment Account and ANZ V2 PLUS Account. The obligations of CMC Markets Stockbroking are not guaranteed by ANZ. CMC Markets Stockbroking and ANZ are not representatives of each other.

The ANZ Share Investment Loan is provided by Australia and New Zealand Banking Group Limited ABN 11 005 357 522, AFSL 234527 ("ANZ").

An ANZ Share Investment Loan is subject to investment risks, including possible losses in income, capital invested and additional liability for the loan. We therefore strongly advise you talk to your financial planner, tax adviser and/or stockbroker and ensure you understand the risks, the specific tax implications as well as the legal and financial ramifications of a share investment loan.

ANZ does not give personal advice about the ANZ Share Investment Loan. This information is of a general nature and has been prepared without taking account of your objectives, financial situation or needs. You should consider the appropriateness of the information, having regard to your objectives, financial situation and needs. ANZ recommends that you read the ANZ Share Investment Loan Product Disclosure Statement and the ANZ Investment Lending Terms and Conditions which are available at anzshareinvesting.com or by calling the Client Services Team on 1800 639 330   between 8.00am and 6.00pm (Sydney time) during ASX trading days before deciding whether to acquire, or to continue to hold the product.

All ANZ Share Investment Loan applications are subject to ANZ’s credit approval criteria. Fees and charges apply and are available here or by calling the Client Services Team on 1800 639 330  between 8.00am and 6.00pm (Sydney time) during ASX trading days.

Trade 5 times or more in a calendar month and the Pro Platform fee will be waived. Fees are applied in arrears per calendar month.

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Fees will differ for professional investors.

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There is no additional charge where the customer has met the qualifying conditions for the standard level of service . Otherwise the Account Maintenance Fee will apply - please see Account Maintenance Fee for full details.

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If the first order placed in the month does not result in the first trade or does not result in a trade, CMC Markets Stockbroking reserves its right to apply an adjustment equal to the difference between the second and first order brokerage schedules to the first trade in the calendar month.

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Brokerage on international trades is exempt from GST.

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FX Rate - CMC Markets Stockbroking will convert currencies at the time of execution based on the best available bid/offer exchange quoted by our chosen FX transfer agent.

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The FX buffer is applied to allow for any price or rate fluctuations while executing the order.

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Applied monthly based on foreign asset holdings value excluding cash. This fee may be waived if client has placed a trade on International Securities in the previous 12 months. Charged Monthly.

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Rates are subject to change.

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Variable interest rates are subject to change.

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Fixed interest rates shown are for terms of 6 or 12 months. Other fixed terms of up to 5 years are available. If you opt to pay in arrears, interest will be charged at 0.25% p.a. higher than if you prepay interest.

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Rates are subject to change.

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If your ANZ Cash Investment Account becomes overdrawn, ANZ will charge interest on the overdrawn amount.

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The ANZ Retail Index Rate is published on anz.com and each week in the Australian Financial Review.

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Minimum fee. CMC Markets Stockbroking will charge more for this fee where the fee charged by the exchange exceeds this amount.

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