1. The Offer. Sharesies Australia Limited (ABN 94 648 811 830, AFSL 529893) (Sharesies Australia, we, us) will pay eligible customers a cashback equal to 1% of the net settled value of qualifying US share transfers into your Sharesies account during the Offer Period, calculated as set out below and subject to these terms (the Offer). In these terms, ‘cashback’ means a one-off promotional cash amount paid into your Sharesies Wallet under the Offer; it is not a refund, rebate, interest payment, or a return on any financial product. The Offer can only be claimed once per customer.
2. Eligibility. The Offer is personal to you and your email address. It is only available to existing Sharesies Australia customers who receive a direct invitation from Sharesies via email. The Offer cannot be transferred, sold, or exchanged. The Offer is available only to individual account holders aged 18 or over with an Australian residential address. It does not apply to Kids accounts. Sharesies' determination of eligibility is final, subject to your rights under Australian Consumer Law and your right to escalate a complaint to the Australian Financial Complaints Authority (AFCA).
3. Offer Period. The Offer is available from 9:00 AM AEST on 6 July 2026 to 11:59 PM AEST on 31 July 2026 (the Offer Period). Transfers must be initiated within the Offer Period. A transfer initiated within the Offer Period that has not settled by its close may still qualify, provided it settles by 31 August 2026.
4. Qualifying Transfers. Only the following transfers count towards the Offer:
Transfers of US-listed shares from an external broker into your Sharesies account; and
Transfers that successfully settle in your Sharesies account by 31 August 2026.
Transfers between Sharesies accounts, transfers from a Sharesies New Zealand account or between Sharesies entities, transfers from other exchanges, and transfers that fail to settle are excluded from the Offer. Where only part of a transfer settles, the Offer applies to the settled portion only.
5. Cashback Calculation. Cashback is calculated at 1% of your net settled transferred value of your qualifying transfers in, minus any US investments transferred out of the Sharesies platform, during the Offer Period. Each security is valued at the closing price on the exchange on the day the transfer settles (exchange local time) in your Sharesies account, and then converted to AUD using Sharesies' standardised daily foreign exchange rate for that day. No foreign exchange fee is applied to this calculation.
6. Cap. Total cashback is capped at AUD $20,000 per customer, being 1% of AUD $2,000,000 in net settled transferred value (after USD-to-AUD conversion). There is no minimum.
7. Payout. Cashback will be paid as a single lump sum into your Sharesies Wallet by 30 September 2026, provided your account remains open and in good standing. Cashback paid into your Wallet is held in accordance with, and on the terms of, the Sharesies Investor Directed Portfolio Service (IDPS) Guide.
8. Retention Period. To retain your cashback, your net transferred value must remain on the Sharesies platform for 24 months from the end of the Offer Period, being 31 July 2028 (the Retention Period). You remain free to buy, sell and manage your holdings within Sharesies at any time. Selling transferred investments and holding or reinvesting the proceeds on the platform does not affect the Offer. However, if during the Retention Period you transfer your investments out of the Sharesies platform or otherwise withdraw value such that your net transferred value falls below the amount on which your cashback was calculated or you close your Sharesies account, Sharesies reserves the right to recover a proportionate amount of the cashback. Sharesies may recover the cashback in proportion to how much of the 24-month Retention Period remains. We may recover this amount by debiting your Sharesies Wallet (which may result in a negative balance) or by other lawful means. A reduction in your net transferred value caused by a corporate action outside your control (such as a takeover, merger, delisting, or compulsory acquisition) will not trigger recovery of cashback.
9. Third-Party Fees. Your external broker may charge transfer-out or other fees. Sharesies does not cover or reimburse these fees.
10. Taxation. Cashback received under this Offer may be assessable income under Australian tax law. There may be other tax considerations related to your transfer of US-listed shares. Sharesies does not provide tax advice and we recommend you seek independent professional tax advice regarding your personal circumstances.
11. How Your Investments Are Held. The Sharesies platform is an IDPS. When you transfer US shares to Sharesies, you become the beneficial owner of those investments, which are held on your behalf by us or a sub-custodian in accordance with the Sharesies IDPS Guide. You do not hold legal title directly. References in these terms to your shares, investments or holdings are to be read accordingly and consistently with the IDPS Guide.
12. Sharesies' Rights. Sharesies reserves the right to modify, suspend, or cancel the Offer at any time by providing reasonable notice where practicable. Sharesies also reserves the right to withhold or recover cashback where it reasonably suspects fraudulent activity or a breach of these terms. Nothing in these terms limits any rights you have under Australian Consumer Law.
13. General Terms. These terms apply in addition to and form part of, the terms governing your use of the Sharesies platform, including the Sharesies IDPS Guide, the Financial Services Guide and the Privacy Statement and Collection Notice on our website. In the event of inconsistency, these terms prevail to the extent of the inconsistency in relation to the Offer.