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Link Betashares Direct account

Grow SMSF is a professional partner of Betashares Direct. This means we can obtain read-only access to your account and also receive a data feed of transactions to make the administration of your SMSF as smooth as possible.

Simon Paynter avatar
Written by Simon Paynter
Updated over a week ago

Once your Betashares Direct account is open, please email Grow SMSF (contact@ growsmsf.com.au) and let us know the account number for your SMSF account.
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This can be found under your Profile on Betashares Direct
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Authorising Data Feed

Once you've sent Grow your Betashares Direct account number, we will add the details to our specialist SMSF accounting platform, Class.
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We will then trigger a data feed request, and the next day, you will receive an email asking you to approve the request to share data.
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Please confirm your data feed connection following the instructions in the email you received from Betashares. More information here:
​Betashares Direct - Data Feed Authorisation Process


Link your Betashares Direct account

Separate from the data feed authorisation process, we also need you to link your Betashares Direct account to Grow.
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We will trigger an email invitation (see below). Please accept the invite to enable Grow to obtain the reports we require to complete your annual SMSF accounts as well as the independent audit.
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To confirm, the linking will only provide Grow with read-only access. We have no authority to trade or make any changes to your account.
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