Share Trading comparison

Bendigo Invest Direct vs Totality Wealth

The biggest practical difference between Bendigo Invest Direct and Totality Wealth is how your ASX holdings are held. Bendigo Invest Direct is fully CHESS-sponsored — you get your own HIN and shares are registered in your name on the ASX settlement system. Totality Wealth operates a mixed model: you can request a HIN, but by default it holds assets in a custodian arrangement. That distinction flows through to fees, tax reporting, and market access.

Choose
Bendigo Invest Direct
if…
  • You want true CHESS sponsorship with your own HIN and direct ASX settlement — Bendigo Invest Direct gives you that standard
  • You need a CGT report and an Australian tax statement built into the platform, which Totality Wealth doesn't offer
  • You plan to trade a wide range of international markets — Bendigo covers 17 countries including the UK, Japan, Canada and most of Europe
  • You want free real-time ASX market data included without paying extra each month
  • You're comfortable paying a higher ASX brokerage fee ($19.95 minimum) in exchange for bank-backed security and CHESS ownership
Full breakdown of Bendigo Invest Direct
Choose
Totality Wealth
if…
  • You trade frequently on ASX — Totality Wealth's $3 minimum brokerage is dramatically cheaper than Bendigo's $19.95
  • You want zero ongoing fees across the board — no monthly platform fee, no inactivity fee, no withdrawal fee, and no market data fees
  • You trade US stocks regularly and want a USD sub-account plus tight FX spreads (0.0045%) to avoid repeated currency conversion costs
  • You want flexible deposit options including credit card, PayPal and Wise, with no minimum initial deposit
  • You're interested in CFD trading or want a demo account to test strategies before committing real money
Full breakdown of Totality Wealth

Where they differ

FactBendigo Invest DirectTotality Wealth
ASX brokerage minimum$19.95$3.00
CHESS sponsorship modelFull CHESS (individual HIN)Mixed model (custodian default, HIN available)
CGT calculator / tax statementYes (CGT report + tax statement)No
Market data fees$41.25/month (or free real-time included)$0/month
FX spread (AUD/USD)0.007%0.0045%
Verdict

Choose Bendigo Invest Direct for CHESS ownership and tax reporting; choose Totality Wealth for much cheaper trading and lower ongoing costs.

Cost calculator
What would Bendigo Invest Direct vs Totality Wealth actually cost you?

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All data points side-by-side

Every verified fact for both platforms. Differences are highlighted.

FieldBendigo Invest DirectTotality Wealth
account structure
CHESS sponsorship modelchessmixed
Individual HINYesYes
Individual accountYesYes
Joint accountYesYes
Company accountYesYes
Trust accountYesYes
SMSF accountYesYes
Kids / minor accountNo
asset coverage
ASX shares supportedYesYes
ASX ETFs supportedYesYes
US shares supportedYesYes
US ETFs supportedYesYes
Other markets supportedUK, JP, CA, DE, FR, HK, SG, NZ, NL, BE, PT, ES, IT, NO, SEUS, GB, HK, JP, DE, FR, CA, SG, CH, NL, IT, ES, BE, AT, DK, SE, NO, FI
Fractional shares (ASX)NoNo
Fractional shares (US)NoNo
Options tradingYesYes
CFDs supportedNoYes
Managed fundsYesNo
Bonds supportedYesYes
IPO accessYesNo
costs hidden
FX spread (AUD/USD)0.7%0.45%
FX spread (other currencies)0.7%0.45%
Holds USD accountNoYes
FX currency switch trickNo
Market data fees$41.25/month$0/month
Conditional order fees$0$0
Phone trade surcharge$50
Corporate action feesBPAY for corporate actions $10; IPO/Placement booking fee $55 per stockCustodian processes corporate actions; proxy voting subscription EUR 30/year + EUR 5 per vote; new instrument requests USD 200 for Platinum / free for VIP legacy tiers; reporting fee USD 50 for Classic email reports.
costs visible
ASX brokerage minimum$19.95$3
ASX brokerage percentage0.11%0.08%
ASX brokerage threshold$22,000$3,750
US brokerage minimumUS$0US$1
US brokerage percentage0%0.08%
Monthly platform fee$0/month$0/month
Annual platform fee$0/year$0/year
Inactivity fee$0
Withdrawal fee (AUD)$35$0
Off-market transfer fee$55$50
identity and trust
Legal entity nameCMC Markets Stockbroking LimitedTotality Wealth Limited (formerly Saxo Capital Markets (Australia) Pty Ltd)
AFSL number246,381280,372
Year founded2,012
Parent / ownershipBendigo and Adelaide Bank Limited (ABN 11 068 049 178); service operated by CMC Markets Stockbroking Limited, a member of the CMC Markets Group (CMC Markets plc, LSE-listed)DMA (Johannesburg, South Africa) 80.1% / Saxo Bank A/S (Denmark) 19.9%
Country of incorporationAUAU
Public company statuspublic (Bendigo and Adelaide Bank ASX:BEN; CMC Markets plc LSE:CMCX)private
money movement
Minimum initial deposit$500$0
Minimum subsequent purchase$0
Deposit methodsBPAY, direct creditbank_transfer, BPAY, credit_card, debit_card, PayPal, Wise
Settlement periodT+2 ASX (CHESS settlement)T+2 ASX, T+1 US
Withdrawal time1-3 business days
platform ux
iOS appYesYes
Android appYesYes
Desktop platformYesYes
Demo accountYes
Free real-time market dataYesNo
Free research reportsYesYes
2FA supportapp
Customer support channelsphone, email, live_chat, in_appphone, email, live_chat
Support hours (AU time)Mon-Fri 7:30am-7:00pm (chat/email) and 7:30am-5:30pm (phone) AEST/AEDTMon-Fri 08:30-17:30 Sydney time
Education contentbasic_articlesextensive
tax and reporting
Australian tax statementYesNo
Distribution component breakdownNo
CGT calculator / reportYesNo
Sharesight / Navexa integrationYesYes
trading mechanics
Market ordersYesYes
Limit ordersYesYes
Stop loss ordersYesYes
Conditional ordersYesYes
Auto-invest / DCANoNo
Auto-invest sophisticationnonenone
DRP (dividend reinvestment)YesYes
After-hours / overnight tradingNoNo

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