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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. 📖 Read the full, detailed guide on the WealthCopilot website: https://www.wealthcopilot.com.au/ches... 🎁🎁Free Sign Up Bonuses 🎁🎁 ✅Moomoo: Special Link: https://start.moomoo.com/05TNFC 1. $0 brokerage for 30 days 2. Up to 12 free stocks when you meet the deposit and balance requirements. 2. Bonuses of up to $2,000 in stock cash coupons and the equivalent of a free iPhone 16 Pro in gift card value, when you transfer stocks in from another brokerage (minimum $10,000 AUD, rewards depend on the total stocks transferred in) Use this link to sign up: https://start.moomoo.com/05TNFC ✅Stake: My referral Code: ruis956 1. Get $1 off your Aus brokerage for 12 months OR a free Wall St stock. ✅Pearler: Special Link: https://pearler.com/invited/RUI242410 My referral Code: RUI242410 1. $20 Cash Bonus Use this link to sign up: https://pearler.com/invited/RUI242410 ✅Sharesight: 1. Save 4 months when you purchase an annual premium plan Use this link to sign up: https://www.sharesight.com/au/wealthc... ✅Navexa: 1. 20% off the first year (Code: RUISHI) Use this link to sign up: https://www.navexa.com/?fpr=ruishi&co... Disclaimer: Some of the links and codes provided are affiliate or referral links. They won’t cost you anything extra, but I may earn a small commission or bonus if you use them — helping support my channel. Thank you! 🙏 🍿 WATCH NEXT: ►How to Handle ETF Tax in Australia? • How to Handle ETF Tax in Australia? ►Franking Credits Explained 2024 | The Only Video You Need to Watch • An Easy Guide to Franking Credits ►TOP CRYPTO TAX INFO YOU MUST KNOW 2024 • Biggest Crypto Tax Mistake You Must Avoid 👩🏻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. • Channel Trailer | Who is Rui Shi? 💌Subscribe / @ozruishi #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.