Notice of updates

We’ve updated our Financial Services Guide (FSG), effective 18 November 2025. By continuing to use our services after this date, you accept the revised terms.

Read FSG

icon
HALO logo
halo search icon
PersonalSMSF

Take control of your financial future

Powerful tools, data, and research designed to help save you time and make smarter decisions at every stage of your SMSF journey.
Start FREE Trial
Experience the leading solution for Self-Managed Super Funds looking to invest directly in equities. Whether you are building your wealth or funding your retirement, we’ve got you covered.

Global investing, simplified

Invest directly in international and ASX-listed securities through a single, intuitive trading platform.

Keep on top of your investments

Track your performance across multiple portfolios including capital gains, dividends, and foreign exchange.

Streamlined tax reporting

Automated GS007-compliant statements provide a clear summary of all tax-related transactions for each reporting period.

Key features

Powerful tools designed for SMSFs

Explore our suite of features designed to help you save time, find better opportunities, and make better decisions for your portfolio.

Expert Research Team

Our portfolios are hand-selected by our expert investment committee with more than 50 years combined experience in global equity markets.

Ongoing Monitoring

Each portfolio is monitored daily and a comprehensive review takes place every three months. Investors are notified of any recommended portfolio changes.

Greater Control

As beneficial owner of the shares you know exactly what you are invested in, and can take an active approach to trade size and timing.

Curated Auto-investment Strategies

Build or select predefined model portfolios for clients to invest in, creating ready-to-invest, scalable investment strategies.

Going beyond the curve.

Feature rich

At HALO, we understand the importance of comprehensive investment tools. We offer a robust suite of research, management, and investment features designed to cater for every need.

Safe & secure

Your investment security is our top priority. Your assets are held in trusted custody by one of the world's largest and most reputable brokers. This ensures your holdings are protected under industry-leading security protocols.

Next level support

Customer support at HALO isn't just a department; it's a commitment. Our friendly customer success team are standing by to support you by phone, email, and live chat.
Learn more about us

See beyond the curve.

One solution for research, investing and portfolio management.
Sign up for free