Skip to main content

Betashares Direct - EOFY Reports

How to download your Betashares Direct reports for your SMSF.

Written by Ben Alexandre

Grow requires your Betashares Direct reports to enable the accounts and audit of your SMSF to be completed.

Follow these instructions to download the following files:

  1. Quarterly & Tax Statements (PDF)

  2. Activity (CSV)

[1] Log in to your Betashares Direct account via: https://onboarding.betashares.com.au/
​
​[2] Click on your user profile, located on the top right of the page, and then select Manage account.

Quarterly & Tax Statements

[3] Navigate to Account > Statements.

[4] Download the following five [5] files:

  1. 2024/09 Quarterly Statement (PDF)

  2. 2024/12 Quarterly Statement (PDF)

  3. 2025/03 Quarterly Statement (PDF)

  4. 2025/06 Quarterly Statement (PDF)

  5. 2025 Tax Statement (PDF)

Activity

[5] Navigate to Activity

[4] Enter the Start date as 01/07/2024 and End date as 30/06/2025.
​
​[5] Select Export.

[6] Upload all six [6] downloaded files to the Betashares Direct task in Grow Portal.

Did this answer your question?