CHESS vs Custodial: Why It Matters More Than You Think

Many Aussie investors don’t realise how much the choice between CHESS-sponsored and custodial brokers can impact their security, tax time, and long-term control. In this video, I break it all down — plus share why I personally invest the way I do.

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👩🏻WHO AM I?
Hey 👋 I’m Rui, a financial planner-turned-financial educator. Through my videos here on this channel, I provide practical and actionable information to help you make informed money decisions.
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#CHESSvsCustodial #AussieInvesting #stockmarketbasics

⌚️Timestamps:
00:00 Intro
00:33 Chess vs Custodial — The Basics
03:30 Investor Protection
04:29 Tax Time Experience
07:14 Transparency
08:14 Portability
09:09 Brokerage Fees
09:54 My View

📚Disclaimer
This video is for educational purposes only and is not intended as financial advice. Before acting on any information, you should seek professional advice and verify my interpretations before relying on the content or calculations in the videos, while also considering its appropriateness in relation to your personal situation.