Transferring in existing assets (in-specie transfer)
You may transfer into your portfolio approved ASX listed securities and managed investments (as listed on our investment menu) that you already own.
Generally, the transfer will not result in a capital gains tax event. This is referred to as an in-specie transfer and can assist you in consolidating your investments. We recommend that you seek professional tax advice that will consider your individual circumstances.
You are unable to transfer term deposits into your portfolio.
