Skip to main content

Betashares Direct - EOFY Reports

How to download your Betashares Direct reports for your SMSF.

Ben Alexandre avatar
Written by Ben Alexandre
Updated over 2 weeks ago

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?