---
title: SMSF Share Trading | Trade ASX & Global Shares in Your SMSF – Ez SMSF
description: Transform your SMSF into a wealth-building machine with seamless share trading across ASX and global markets. Unlock greater financial freedom with Ez SMSF.
---
[Skip to the main content.](https://www.ezsmsf.com.au/smsf-investments/smsf-share-trading#main-content)
[.png?width=1000&height=200&name=Ez%20Horizontal%203D%20Render%20(1000px%20x%20200px).png "SMSF Admin")](https://www.ezsmsf.com.au)
[.png?width=1000&height=200&name=Ez%20Horizontal%203D%20Render%20(1000px%20x%20200px).png "SMSF Admin")](https://www.ezsmsf.com.au)
- [Home](https://www.ezsmsf.com.au)
- [How Ez SMSF Works](https://www.ezsmsf.com.au/how-ez-smsf-works)
- [Services](https://www.ezsmsf.com.au/services)
- [Investments](https://www.ezsmsf.com.au/smsf-investments)
- [Insurance](https://www.ezsmsf.com.au/smsf-insurance)
- [Estate Planning](https://www.ezsmsf.com.au/smsf-estate-planning)
- [Financial Advice](https://www.ezsmsf.com.au/financial-advice)
- [Administration](https://www.ezsmsf.com.au/smsf-administration)
- [Pricing](https://www.ezsmsf.com.au/pricing)
- [Compare](https://www.ezsmsf.com.au/compare)
- [Connect](https://www.ezsmsf.com.au/contact-us)
Search
[Book a Call](https://www.ezsmsf.com.au/contact-us) [Get In Touch](https://www.ezsmsf.com.au/contact-us)
Toggle Menu
Search
Toggle Menu
[Book a Call](https://www.ezsmsf.com.au/contact-us) [Get In Touch](https://www.ezsmsf.com.au/contact-us)
- [Home](https://www.ezsmsf.com.au)
- [How Ez SMSF Works](https://www.ezsmsf.com.au/how-ez-smsf-works)
- [Services](https://www.ezsmsf.com.au/services)
- [Investments](https://www.ezsmsf.com.au/smsf-investments)
- [Insurance](https://www.ezsmsf.com.au/smsf-insurance)
- [Estate Planning](https://www.ezsmsf.com.au/smsf-estate-planning)
- [Financial Advice](https://www.ezsmsf.com.au/financial-advice)
- [Administration](https://www.ezsmsf.com.au/smsf-administration)
- [Pricing](https://www.ezsmsf.com.au/pricing)
- [Compare](https://www.ezsmsf.com.au/compare)
- [Connect](https://www.ezsmsf.com.au/contact-us)
- [Home](https://www.ezsmsf.com.au)
- [How Ez SMSF Works](https://www.ezsmsf.com.au/how-ez-smsf-works)
- [Services](https://www.ezsmsf.com.au/services)
- [Investments](https://www.ezsmsf.com.au/smsf-investments)
- [Bank Accounts](https://www.ezsmsf.com.au/smsf-investments/smsf-bank-accounts)
- [Term Deposits](https://www.ezsmsf.com.au/smsf-investments/smsf-term-deposits)
- [Property](https://www.ezsmsf.com.au/smsf-investments/smsf-property)
- [Shares](https://www.ezsmsf.com.au/smsf-investments/smsf-share-trading)
- [Crypto](https://www.ezsmsf.com.au/smsf-investments/smsf-crypto)
- [Precious Metals](https://www.ezsmsf.com.au/smsf-investments/smsf-precious-metals)
- [Precious Gems](https://www.ezsmsf.com.au/smsf-investments/smsf-precious-gems)
- [Collectables](https://www.ezsmsf.com.au/smsf-investments/smsf-collectables)
- [Insurance](https://www.ezsmsf.com.au/smsf-insurance)
- [Estate Planning](https://www.ezsmsf.com.au/smsf-estate-planning)
- [Financial Advice](https://www.ezsmsf.com.au/financial-advice)
- [Administration](https://www.ezsmsf.com.au/smsf-administration)
- [Pricing](https://www.ezsmsf.com.au/pricing)
- [Compare](https://www.ezsmsf.com.au/compare)
- [Calculators](https://www.ezsmsf.com.au/smsf-calculators)
- [Connect](https://www.ezsmsf.com.au/contact-us)
- [Legals](https://www.ezsmsf.com.au/legals)
### Get a Callback ↓
# Seamless Share Trading.
#### Trade the ASX & 15 Global Markets.
Trade Australian and global shares with complete confidence, while the paperwork, reporting, and compliance are handled seamlessly in the background.
If your current setup feels like it’s squeezing your growth potential, you’re in the right place.
[Book a Call](https://www.ezsmsf.com.au/contact-us)
## Trade 2500+ Australian Shares.
Trade household names and diversified funds that align with your strategy – whether you’re building long-term growth or generating income through dividends.
With competitive brokerage starting from low flat fees and direct market access, you stay in full control of every buy and sell decision.
All while your dedicated Client Service Manager ensures every trade flows smoothly into your fund’s records.
Thousands of opportunities on the ASX are just a few clicks away – and we take care of the rest.
## Trade Shares Globally.
Diversify beyond our shores with access to thousands of shares and ETFs across 15 major international markets, including the US, UK, Europe, Asia, and beyond.
From blue-chip global companies to sector-specific ETFs, you can tap into opportunities that match your vision for growth.
Currency handling and reporting are managed efficiently so you can focus on the bigger picture.
Your SMSF. Your investment choices.
Our job is to make the administration effortless.
## Already have an SMSF?
### Transfer your SMSF to Ez SMSF
### instantly & for free!
Ez SMSF transfers your SMSF electronically into our administration with no hassle, leaving you to focus on what’s most important - your retirement.
## Transfer your SMSF today!
It only takes a few moments to begin your transfer.
[Get started](https://www.ezsmsf.com.au/contact-us)
## Benefits of Holding Shares in Your SMSF.
Holding shares inside your SMSF can be one of the most effective ways to build long-term wealth for retirement. Key benefits include:
- Tax-efficient growth: Earnings and realised capital gains are taxed at a maximum of 15%, with the potential for further reductions through franking credits on Australian shares.
- Capital gains discount: Assets held for more than 12 months qualify for a 33.3% discount on capital gains tax.
- Dividend income: Regular dividends from quality companies, often fully or partially franked, provide a tax-advantaged income stream within the fund.
- Diversification opportunities: Access to hundreds of ASX-listed shares and thousands of global shares and ETFs across different sectors and markets.
- Portfolio control and flexibility: You make all investment decisions, allowing your SMSF to align precisely with your personal strategy, risk tolerance, and goals.
- Estate planning advantages: Shares can be integrated into a comprehensive retirement and legacy plan with binding death benefit nominations.
If you'd like us to, we can point you in the right direction too - With so many shares & strategies, it can be difficult to know where to start. Book a friendly chat with our team below.
## Risks of Holding Shares in Your SMSF.
Like any investment, shares come with inherent market risks. Values can fluctuate with economic conditions, company performance, and global events. International shares also carry currency movement risk.
That’s why we focus on giving you the tools and support to make informed decisions while we handle the administrative side.
We’ll never tell you what to buy or sell (unless you ask us to... ) – your strategy, your call.
Our role is to keep everything compliant, reported accurately, and moving forward without the usual headaches.
## Common Share Portfolio Admin Issues for Trustees.
Many SMSF trustees who invest in shares face these recurring challenges:
- Manual reconciliation of numerous trade confirmations, dividend payments, and corporate actions.
- Complex tracking and allocation of franking credits across multiple holdings and transactions.
Time-consuming data entry and verification for accurate financial reporting.
- Delays in receiving clear, consolidated portfolio statements from their administrator.
- Difficulty preparing capital gains tax schedules for the annual SMSF tax return.
- Poor integration between broker platforms and the fund’s administration software.
- Overwhelming volume of paperwork during EOFY reporting and audit periods.
- Slow response times when seeking clarification on specific trades or income events.
- Errors in transaction recording that surface late, complicating compliance.
These issues often result in trustees spending far more time on administration than on their actual investment strategy.
## Ready to Trade Confidently in Your SMSF?
Whether you already hold an SMSF or are establishing one, our team is here to make share trading straightforward and your administration effortless.
Book a no-obligation call today. We’ll listen to your current setup and show you exactly how we can lighten the load.
Existing SMSF Call
New SMSF Call
### Share Trading FAQs.
- Can my SMSF invest in shares and ETFs?
Yes. Your SMSF can invest in listed Australian and international shares, ETFs and managed funds as long as the investments align with your documented investment strategy and are made at arm’s length for the sole purpose of providing retirement benefits.
Many trustees use shares and ETFs as the growth engine of their portfolio because they offer liquidity, diversification and strong long-term returns.
- How do I set up a share trading account for my SMSF?
You open the account in the name of your SMSF (or its corporate trustee) using the fund’s ABN and TFN. Most brokers provide simple online applications,
Clients at Ez SMSF have all of their paperwork and accounts established for them.
Once approved, trades settle directly from your SMSF trading account, keeping everything separate and fully auditable.
- Can my SMSF day trade or frequently trade shares?
Yes, provided the level of trading matches your investment strategy and risk profile.
Whether you make 10 trades or 1,000 in a year is your decision as trustee.
The key is that every trade must serve the sole purpose of retirement benefits and be properly recorded.
Ez SMSF prepares the financial statements and audit pack so you can focus on strategy rather than administration.
- What are the brokerage fees and costs for SMSF share trading?
Brokerage varies by platform, but many competitive execution-only brokers charge low flat fees or percentage-based rates that suit SMSF volumes.
There are no extra SMSF-specific charges beyond standard market fees.
Your Ez SMSF team tracks all transaction costs accurately so they flow correctly into your annual financial statements.
- How are dividends and capital gains taxed in an SMSF?
Australian shares often pay franked dividends, which come with tax credits that can reduce or eliminate the 15 % concessional tax rate inside your fund.
Capital gains on assets held over 12 months qualify for a one-third discount.
In pension phase, eligible income and gains can be tax-free.
We handle all the tax calculations and reporting so you see the net benefit clearly.
- Do I need to include share trading in my SMSF investment strategy?
Yes. Your investment strategy must document your approach to shares and portfolio management, including risk tolerance, diversification and liquidity needs.
It’s a short, straightforward statement that you review annually.
Ez SMSF includes this in your annual review and ensures your strategy stays up to date.
- Can my SMSF invest in international shares or US shares?
Absolutely. You can hold direct international shares or access them through ETFs listed on the ASX.
All foreign income and gains are reported in Australian dollars, and you may claim foreign income tax offsets where applicable.
- What records do I need to keep for share transactions for audit purposes?
Auditors look for broker statements, contract notes, dividend advices and accurate cost-base tracking.
You simply forward the electronic statements or give your broker permission for data feeds.
Ez SMSF imports and reconciles everything into [BGL SF360](https://www.bglcorp.com/simple-fund-360-professional/) so your administration is minimal.
- Can I transfer personally held shares into my SMSF?
Yes, listed shares can be transferred in-specie at market value.
The transfer counts towards your contribution caps and must be properly documented.
We prepare the necessary resolutions and ensure the cost base carries over correctly for future capital gains calculations.
- Are there restrictions on borrowing to invest in shares within an SMSF?
You cannot use margin loans or borrow to buy shares like you can personally.
Limited Recourse Borrowing Arrangements (LRBAs) are generally for single acquirable assets like property, not diversified share portfolios. (However it is possible for a tranche of a single companies shares...)
Cash remains the simplest way to fund share purchases.
- How should shares be held – directly via CHESS or through a custodian?
Most trustees hold Australian shares directly via CHESS sponsorship in the name of the SMSF. This gives you full ownership and transparency.
International shares are often held through a custodian or via ASX-listed ETFs for simplicity.
Either way, Ez SMSF ensures ownership is correctly recorded and reported.
- Can my SMSF trade options or derivatives on shares?
Yes, but only if your investment strategy allows it and you understand the additional risks.
Small numbers of options trades are usually fine; active derivatives trading may require extra documentation and could attract auditor scrutiny.
We recommend starting simple and scaling as your comfort and strategy grow.
- What are the arm’s-length and related-party rules for share investments?
All share purchases and sales must be on commercial terms at market value.
You cannot buy shares from yourself or related parties unless they are listed securities acquired at market price.
- How does foreign exchange affect international share trading in SMSFs?
Currency movements are recorded at each realisation event (dividend receipt, sale, etc.).
You can make a $250,000 balance election to simplify small foreign currency accounts.
Ez SMSF converts and reports everything in Australian dollars so your financial statements remain clear and audit-ready.
- What are the most common compliance pitfalls when trading shares in an SMSF?
The top issues we see are:
- failing to update the investment strategy,
- mixing personal and SMSF transactions, or
- poor record-keeping for cost bases and dividends.
These are easily avoided with your dedicated Client Service Manager who handles the administration side while you focus on investment decisions.
Services
Services
- [Investments](https://www.ezsmsf.com.au/smsf-investments)
- [Insurance](https://www.ezsmsf.com.au/smsf-insurance)
- [Estate Planning](https://www.ezsmsf.com.au/smsf-estate-planning)
- [Financial Advice](https://www.ezsmsf.com.au/financial-advice)
- [Administration](https://www.ezsmsf.com.au/smsf-administration)
Pricing
Pricing
- [Pricing](https://www.ezsmsf.com.au/pricing)
- [Compare](https://www.ezsmsf.com.au/compare)
- Calculators
Connect
Connect
- [Contact Us](https://www.ezsmsf.com.au/contact-us)
- [Book a Call](https://www.ezsmsf.com.au/contact-us)
- [How Ez SMSF Works](https://www.ezsmsf.com.au/how-ez-smsf-works)
- [Legals](https://www.ezsmsf.com.au/legals)
Investments
Investments
- [Property](https://www.ezsmsf.com.au/smsf-investments/smsf-property)
- [Share Trading](https://www.ezsmsf.com.au/smsf-investments/smsf-share-trading)
- [Crypto](https://www.ezsmsf.com.au/smsf-investments/smsf-crypto)
- [Term Deposits](https://www.ezsmsf.com.au/smsf-investments/smsf-term-deposits)
- [Precious Metals](https://www.ezsmsf.com.au/smsf-investments/smsf-precious-metals)
[.png?width=200&height=40&name=Ez%20Horizontal%203D%20Render%20(1000px%20x%20200px).png)](https://www.ezsmsf.com.au)
- [Legals](https://www.ezsmsf.com.au/legals)
© 2026 Ez SMSF Pty Ltd.
Ez SMSF Pty Ltd (ABN 16 693 890 069, Tax Agent Registration Number 26374813) is a registered tax agent under TASA 2009. Ez SMSF provides SMSF administration and tax agent services. Ez SMSF does not provide financial product advice (whether general advice or personal advice) or any recommendation that takes into account your (or your Fund’s) individual financial circumstances, objectives or needs. Ez SMSF is one business within an ecosystem of separate businesses that together provide a range of services for SMSF trustees to make self-managed super easier. Each entity in that ecosystem is a separate, independent legal entity with its own licensing, authorisations, systems and responsibilities. Ez SMSF can refer you to a completely independent and separate AFSL-licensed entity for financial advice on matters connected with the establishment, transfer or ongoing management of your SMSF. Before deciding to establish or transfer an SMSF, or make any financial decisions regarding your SMSF, you should consider obtaining independent advice from a licensed financial adviser as appropriate. It is your decision whether or not to seek personalised professional advice. No referral fees, commissions, or other benefits are paid by Ez SMSF or received by the AFSL-licensed entity in respect of any referrals between the two businesses. Other businesses in the ecosystem may receive referral fees where this is appropriate and permissible by law. Liability limited by a scheme approved under Professional Standards Legislation. By using our website or service in any way, you agree to our Privacy Policy and Terms & Conditions.
Return to top
```json
{
"@context" : "https://schema.org",
"@id" : "https://www.ezsmsf.com.au/#organization",
"@type" : "Organization",
"address" : {
"@type" : "PostalAddress",
"addressCountry" : "AU"
},
"contactPoint" : {
"@type" : "ContactPoint",
"contactType" : "customer service",
"url" : "https://www.ezsmsf.com.au/contact-us"
},
"description" : "Ez SMSF provides full-service SMSF administration, investments, compliance, reporting, and taxation services across Australia. Trustees retain complete control over investments while we handle all administration effortlessly.",
"logo" : {
"@type" : "ImageObject",
"height" : 200,
"url" : "https://www.ezsmsf.com.au/logo.png",
"width" : 400
},
"name" : "Ez SMSF",
"sameAs" : [ ],
"url" : "https://www.ezsmsf.com.au/"
}
```
```json
{
"@context" : "https://schema.org",
"@id" : "https://www.ezsmsf.com.au/smsf-investments/smsf-share-trading#webpage",
"@type" : "WebPage",
"breadcrumb" : {
"@id" : "https://www.ezsmsf.com.au/smsf-investments/smsf-share-trading#breadcrumb"
},
"description" : "Trade ASX and global shares seamlessly in your SMSF. Ez SMSF handles all administration, compliance, reporting, and BGL integration so you retain full control over your investment decisions and focus on growing your retirement wealth.",
"inLanguage" : "en-AU",
"isPartOf" : {
"@id" : "https://www.ezsmsf.com.au/#website"
},
"mainEntity" : [ {
"@id" : "https://www.ezsmsf.com.au/smsf-investments/smsf-share-trading#service"
}, {
"@id" : "https://www.ezsmsf.com.au/smsf-investments/smsf-share-trading#faq"
} ],
"name" : "SMSF Share Trading | Trade ASX & Global Shares in Your SMSF – Ez SMSF",
"url" : "https://www.ezsmsf.com.au/smsf-investments/smsf-share-trading"
}
```
```json
{
"@context" : "https://schema.org",
"@id" : "https://www.ezsmsf.com.au/smsf-investments/smsf-share-trading#breadcrumb",
"@type" : "BreadcrumbList",
"itemListElement" : [ {
"@type" : "ListItem",
"item" : "https://www.ezsmsf.com.au/",
"name" : "Home",
"position" : 1
}, {
"@type" : "ListItem",
"item" : "https://www.ezsmsf.com.au/smsf-investments",
"name" : "SMSF Investments",
"position" : 2
}, {
"@type" : "ListItem",
"item" : "https://www.ezsmsf.com.au/smsf-investments/smsf-share-trading",
"name" : "SMSF Share Trading",
"position" : 3
} ]
}
```
```json
{
"@context" : "https://schema.org",
"@id" : "https://www.ezsmsf.com.au/smsf-investments/smsf-share-trading#service",
"@type" : "FinancialService",
"areaServed" : {
"@type" : "Country",
"name" : "Australia"
},
"description" : "Seamless ASX and global share trading within your Self-Managed Super Fund. Access over 2500 Australian shares and 15 international markets. Ez SMSF manages all paperwork, transaction reconciliation via BGL SF360, tax reporting, compliance, and annual financial statements while you retain 100% control of every investment decision.",
"hasOfferCatalog" : {
"@type" : "OfferCatalog",
"itemListElement" : [ {
"@type" : "Offer",
"itemOffered" : {
"@type" : "Service",
"name" : "ASX Share Trading"
}
}, {
"@type" : "Offer",
"itemOffered" : {
"@type" : "Service",
"name" : "Global Share & ETF Trading"
}
}, {
"@type" : "Offer",
"itemOffered" : {
"@type" : "Service",
"name" : "In-Specie Share Transfers"
}
} ],
"name" : "SMSF Share Trading Features"
},
"name" : "SMSF Share Trading",
"provider" : {
"@id" : "https://www.ezsmsf.com.au/#organization"
},
"serviceType" : "SMSF Investment Service"
}
```
```json
{
"@context" : "https://schema.org",
"@id" : "https://www.ezsmsf.com.au/smsf-investments/smsf-share-trading#faq",
"@type" : "FAQPage",
"mainEntity" : [ {
"@type" : "Question",
"acceptedAnswer" : {
"@type" : "Answer",
"text" : "Yes. Your SMSF can invest in listed Australian and international shares, ETFs and managed funds as long as the investments align with your documented investment strategy and are made at arm’s length for the sole purpose of providing retirement benefits. Many trustees use shares and ETFs as the growth engine of their portfolio because they offer liquidity, diversification and strong long-term returns."
},
"name" : "Can my SMSF invest in shares and ETFs?"
}, {
"@type" : "Question",
"acceptedAnswer" : {
"@type" : "Answer",
"text" : "You open the account in the name of your SMSF (or its corporate trustee) using the fund’s ABN and TFN. Most brokers provide simple online applications, Clients at Ez SMSF have all of their paperwork and accounts established for them. Once approved, trades settle directly from your SMSF trading account, keeping everything separate and fully auditable."
},
"name" : "How do I set up a share trading account for my SMSF?"
}, {
"@type" : "Question",
"acceptedAnswer" : {
"@type" : "Answer",
"text" : "Yes, provided the level of trading matches your investment strategy and risk profile. Whether you make 10 trades or 1,000 in a year is your decision as trustee. The key is that every trade must serve the sole purpose of retirement benefits and be properly recorded. Ez SMSF prepares the financial statements and audit pack so you can focus on strategy rather than administration."
},
"name" : "Can my SMSF day trade or frequently trade shares?"
}, {
"@type" : "Question",
"acceptedAnswer" : {
"@type" : "Answer",
"text" : "Brokerage varies by platform, but many competitive execution-only brokers charge low flat fees or percentage-based rates that suit SMSF volumes. There are no extra SMSF-specific charges beyond standard market fees. Your Ez SMSF team tracks all transaction costs accurately so they flow correctly into your annual financial statements."
},
"name" : "What are the brokerage fees and costs for SMSF share trading?"
}, {
"@type" : "Question",
"acceptedAnswer" : {
"@type" : "Answer",
"text" : "Australian shares often pay franked dividends, which come with tax credits that can reduce or eliminate the 15 % concessional tax rate inside your fund. Capital gains on assets held over 12 months qualify for a one-third discount. In pension phase, eligible income and gains can be tax-free. We handle all the tax calculations and reporting so you see the net benefit clearly."
},
"name" : "How are dividends and capital gains taxed in an SMSF?"
}, {
"@type" : "Question",
"acceptedAnswer" : {
"@type" : "Answer",
"text" : "Yes. Your investment strategy must document your approach to shares and portfolio management, including risk tolerance, diversification and liquidity needs. It’s a short, straightforward statement that you review annually. Ez SMSF includes this in your annual review and ensures your strategy stays up to date."
},
"name" : "Do I need to include share trading in my SMSF investment strategy?"
}, {
"@type" : "Question",
"acceptedAnswer" : {
"@type" : "Answer",
"text" : "Absolutely. You can hold direct international shares or access them through ETFs listed on the ASX. All foreign income and gains are reported in Australian dollars, and you may claim foreign income tax offsets where applicable."
},
"name" : "Can my SMSF invest in international shares or US shares?"
}, {
"@type" : "Question",
"acceptedAnswer" : {
"@type" : "Answer",
"text" : "Auditors look for broker statements, contract notes, dividend advices and accurate cost-base tracking. You simply forward the electronic statements or give your broker permission for data feeds. Ez SMSF imports and reconciles everything into BGL SF360 so your administration is minimal."
},
"name" : "What records do I need to keep for share transactions for audit purposes?"
}, {
"@type" : "Question",
"acceptedAnswer" : {
"@type" : "Answer",
"text" : "Yes, listed shares can be transferred in-specie at market value. The transfer counts towards your contribution caps and must be properly documented. We prepare the necessary resolutions and ensure the cost base carries over correctly for future capital gains calculations."
},
"name" : "Can I transfer personally held shares into my SMSF?"
}, {
"@type" : "Question",
"acceptedAnswer" : {
"@type" : "Answer",
"text" : "You cannot use margin loans or borrow to buy shares like you can personally. Limited Recourse Borrowing Arrangements (LRBAs) are generally for single acquirable assets like property, not diversified share portfolios. (However it is possible for a tranche of a single companies shares...) Cash remains the simplest way to fund share purchases."
},
"name" : "Are there restrictions on borrowing to invest in shares within an SMSF?"
}, {
"@type" : "Question",
"acceptedAnswer" : {
"@type" : "Answer",
"text" : "Most trustees hold Australian shares directly via CHESS sponsorship in the name of the SMSF. This gives you full ownership and transparency. International shares are often held through a custodian or via ASX-listed ETFs for simplicity. Either way, Ez SMSF ensures ownership is correctly recorded."
},
"name" : "How should shares be held – directly via CHESS or through a custodian?"
} ]
}
```